Accounts

Discussion List

• 
  Why won't a newly added bank account update?

  Answered Closed Gary LeMann 41 views 3 comments 0 points Most recent by Quicken Anja July 2025Download, Add/Update Accounts (Windows)
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  How to add Cash from Safe?

  Answered Closed connums 55 views 3 comments 0 points Most recent by nmestanas July 2025Download, Add/Update Accounts (Windows)
• 
  Merrill Lynch duplicate CDs and connection fails

  Closed System 34 views 3 comments 0 points Most recent by rakeshg July 2025Download, Add/Update Accounts (Mac)
• 
  How do I close out an account?

  Closed System 28 views 4 comments 0 points Most recent by Boatnmaniac July 2025Download, Add/Update Accounts (Windows)
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  Every. Single. Time.

  Closed terrilackey 124 views 4 comments 0 points Most recent by Quicken Jasmine July 2025Errors and Troubleshooting (Mac)
• 
  Quicken bill pay problem with Truist

  Answered Closed lwv 152 views 7 comments 1 point Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Windows)
• 
  Merrill Account - Cash Reconciliation

  Closed Michael Manna 106 views 7 comments 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Mac)
• 
  EWC+ Disconnect

  Closed denmarfl 91 views 8 comments 0 points Most recent by denmarfl July 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity Investments downloads

  Closed Gary 23 views 1 comment 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Windows)
• 
  Issues with PNC Bank and others

  Closed System 14 views 2 comments 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Windows)
• 
  Chronic TD Bank Download Issues No Error Number Shown

  Closed JPW 73 views 8 comments 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Windows)
• 
  Market Value In Portfolio Tab And Sidebar Value Does Not Match

  Closed Scott21 47 views 2 comments 0 points Most recent by Quicken Jasmine July 2025Registers & Transactions (Mac)
• 
  Merrill Lynch Account with new connection values incorrect

  Closed gary_n63 234 views 1 comment 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Mac)
• 
  New Quicken Authorization For ML and Bank of America accounts created double accounts

  Answered ✓ Closed Dennis Freeman 265 views 3 comments 0 points Most recent by Dennis Freeman July 2025Download, Add/Update Accounts (Windows)
• 
  Projected balance in checking no longer shows full statement balance of upcoming bills (Q Mac)

  Answered Closed mjgolden 42 views 3 comments 0 points Most recent by Quicken Jasmine July 2025Errors and Troubleshooting (Mac)
• 
  Unable to Download Vanguard Updates – Error Code 16603

  Closed xcurt 194 views 10 comments 0 points Most recent by Quicken Jasmine July 2025Errors and Troubleshooting (Mac)
• 
  Will importing a 2014 file mess up my current Quicken Classic data?

  Answered ✓ Closed sd_mark 289 views 11 comments 0 points Most recent by Quicken Jasmine July 2025File Conversion and Backup (Windows)
• 
  how do i enter a cd

  Closed scr2302 52 views 2 comments 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Windows)
• 
  One-step updates require re linking accounts at random for no reason

  Answered Closed bnwbass 27 views 2 comments 0 points Most recent by RalphC July 2025Errors and Troubleshooting (Windows)
• 
  FDP-103 Error - PayPal Savings and PayPal Credit

  Closed Rickd83 53 views 5 comments 0 points Most recent by JoeyMaggard July 2025Download, Add/Update Accounts (Mac)
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  Customize Tool Bar option to include transfer between accounts [Edited]

  Reviewed BN2Wild 26 views 1 comment 1 point Most recent by UKR July 2025Display/UI
• 
  How do I separate some of my accounts into a new separate data file?

  Answered Closed jmlc 97 views 2 comments 0 points Most recent by jacobs July 2025File Conversion and Backup (Mac)
• 
  changing banks

  Closed nstevens 63 views 4 comments 0 points Most recent by [Deleted User] July 2025Paying Bills, Online Billers & Reminders (Windows)
• 
  How to find my current checking account?

  Closed vernusald 41 views 4 comments 0 points Most recent by Boatnmaniac July 2025Errors and Troubleshooting (Windows)
• 
  Coinbase

  Answered Closed RMBullington 118 views 1 comment 0 points Most recent by Tom Young July 2025Download, Add/Update Accounts (Windows)
• 
  Setting ETrade account with complete investing not available

  Closed rstoltz 213 views 1 comment 0 points Most recent by Boatnmaniac July 2025Investing (Windows)
• 
  Can't add new investment retirement account in USD, defaults back to CAD

  Closed buffdaddy 93 views 7 comments 0 points Most recent by NotACPA July 2025All Things Canadian (Windows)
• 
  Credit card transactions missing from download to Quicken

  Answered Closed b.a.teller 290 views 10 comments -1 point Most recent by Quicken Jasmine July 2025Errors and Troubleshooting (Windows)
• 
  HSA Bank no longer downloading my transactions

  Answered ✓ Closed actuary314 160 views 3 comments 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Windows)