Accounts

Discussion List

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  Why do I keep getting "SAMLERROR: Redirect failed" when trying to use Quicken Portfolio X-Ray?

  Answered Closed jjenney 21 views 2 comments 0 points Most recent by Quicken Jasmine August 2025Errors and Troubleshooting (Windows)
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  How do I manually set up an Investment account and add transactions?

  Answered Closed pgaz8888 1.9K views 6 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)
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  Merged: Syncing issues since last update "Unspecified Bill Presentment Account"

  Closed Crobi3137 51 views 0 comments 0 points Most recent by Quicken Jasmine August 2025Errors and Troubleshooting (Windows)
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  CC-503 with ETrade savings accounts [Edited]

  Closed cberistain 31 views 3 comments 0 points Most recent by Quicken Kristina August 2025Errors and Troubleshooting (Windows)
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  Fidelity update - no transactions downloading at all

  Closed AlexLee 211 views 5 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Transfer Active Accounts with a Cut-off Date to New File

  Closed joat1965 32 views 3 comments 0 points Most recent by Chris_QPW August 2025File Conversion and Backup (Windows)
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  Reauthorizing account

  Answered Closed MWB 33 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Update Quicken Canada to Manage and Identify TFSAs Correctly

  Answered Closed Crazy_Canuck 162 views 4 comments 1 point Most recent by Crazy_Canuck August 2025All Things Canadian (Windows)
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  Chase Mortgage Balance Not Updated In Quicken Classic Premier Windows

  Answered Closed Tim Onders 133 views 9 comments 0 points Most recent by [Deleted User] August 2025Download, Add/Update Accounts (Windows)
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  TD Bank no longer connects online version, only web, only web connect

  Closed rlroberts 313 views 3 comments 0 points Most recent by Quicken Anja August 2025Download, Add/Update Accounts (Windows)
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  Wealthscape Investor - duplicate transactions downloading multiple times

  Closed Knitgirl 12 views 2 comments 0 points Most recent by Knitgirl August 2025Investing (Windows)
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  Capital Gains Report -- How to show sub-total by securities only, collapse individual transactions.

  Answered Closed Misra 142 views 10 comments -1 point Most recent by mshiggins August 2025Investing (Windows)
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  Windows, new user, P&L report combines both accounts, Classic Quicken

  Answered Closed 4roses 21 views 2 comments 0 points Most recent by Quicken Jasmine August 2025Reports (Windows)
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  Why can't Quicken fix Merrill updates

  Closed Greg Lampe 31 views 1 comment 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
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  Inputting Partnership Transactions

  Closed billr 91 views 6 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)
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  Target transaction download not happening

  Closed BobBruce 22 views 1 comment 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
• 
  Discover Card

  Closed Richard Sturgeon 51 views 4 comments 0 points Most recent by Richard Sturgeon August 2025Download, Add/Update Accounts (Windows)
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  Schwab 401k Prices in Online Center

  Answered Closed egldvrbags 132 views 8 comments 0 points Most recent by egldvrbags August 2025Download, Add/Update Accounts (Windows)
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  American Express and Quicken Bill Manager

  Closed niven 112 views 4 comments 1 point Most recent by niven August 2025Paying Bills, Online Billers & Reminders (Windows)
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  Citi card transactions won't download

  Closed kageiger1 41 views 5 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
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  Merrill Lynch duplicate accounts after reauthorization (QWin)

  Closed System 41 views 3 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  GESA credit union: Credit card imports as a loan

  Closed blissy 71 views 5 comments 0 points Most recent by Quicken Jasmine August 2025Errors and Troubleshooting (Windows)
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  Merril Lynch LMA/Loan Management Account and the new connector (July 2025)

  Closed GibbyCJ 187 views 7 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
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  Windows export to CVS

  Closed sally13 31 views 2 comments 0 points Most recent by [Deleted User] August 2025File Conversion and Backup (Windows)
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  Recently announced Altruist-Plaid-Quicken connection not working

  Closed MeToo 422 views 6 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)