Accounts

Discussion List

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  Truist Outage (7/1)

  Closed widomj@ 32 views 2 comments 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Windows)
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  ETrade vs RSU Transactions

  Closed doucette 40 views 3 comments 0 points Most recent by doucette July 2025Investing (Windows)
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  Inconsistent Downloads of SPAXX Div from Fidelity

  Closed Geobrick 499 views 26 comments 0 points Most recent by Geobrick July 2025Download, Add/Update Accounts (Windows)
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  Macy's Credit Card (Amex) keeps reporting "connection issues" over past week

  Closed Slick8791 867 views 33 comments 3 points Most recent by Boatnmaniac July 2025Download, Add/Update Accounts (Windows)
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  Paypal Savings - can transactions be automatically downloaded into Quicken?

  Closed MoniK 61 views 1 comment 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Mac)
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  Has the Axos Bank download problem been resolved?

  Answered Closed Jim Bailey 34 views 1 comment 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Windows)
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  SEI brokerage accounts NOT updating

  Answered Closed Lee Wunsch 712 views 43 comments 0 points Most recent by Lee Wunsch July 2025Download, Add/Update Accounts (Windows)
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  Need Pool Factor Buckets and Downloads for Mortgage Backed Securities,

  Reviewed Gary587 32 views 1 comment 1 point Most recent by Gary587 July 2025Investments
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  I am adding a vehicle and loan account; what category do I use for the downpayment? [Edited]

  Answered Closed Terry125 39 views 2 comments 0 points Most recent by [Deleted User] June 2025Paying Bills, Online Billers & Reminders (Windows)
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  Brokerage Cash Management Account

  Closed JDaily 73 views 6 comments 0 points Most recent by [Deleted User] June 2025Download, Add/Update Accounts (Windows)
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  Venmo timeouts

  Closed AZCoder1959 35 views 2 comments 0 points Most recent by AZCoder1959 June 2025Download, Add/Update Accounts (Mac)
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  Why are my Fidelity accounts not updating accurately?

  Answered Closed JoRI 51 views 1 comment 0 points Most recent by Quicken Jasmine June 2025Errors and Troubleshooting (Mac)
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  Closing Investment Account - zero holdings but account still shows value

  Closed LevinDP 142 views 5 comments 0 points Most recent by Jim_Harman June 2025Investing (Windows)
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  Can we request that support for a bank be added?

  Answered Closed loneieagle 12 views 2 comments 0 points Most recent by NotACPA June 2025Download, Add/Update Accounts (Windows)
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  More Venmo/Synchrony Credit Card Issues

  Closed kasen 102 views 3 comments 0 points Most recent by Quicken Kristina June 2025Download, Add/Update Accounts (Windows)
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  Flag accounts that are out of balance

  Reviewed tbalek 13 views 0 comments 1 point Most recent by tbalek June 2025Manage Accounts and Transactions
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  Recently Unable to Update CIBC accounts, had been working fine previously

  Answered Closed Richard Roberts 41 views 3 comments 0 points Most recent by Richard Roberts June 2025Download, Add/Update Accounts (Windows)
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  Etrade vs RSU transactions

  Closed doucette 296 views 6 comments 0 points Most recent by doucette June 2025Download, Add/Update Accounts (Windows)
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  How is "Amount Income" calculated in Investing page ?

  Answered Closed BeeGeeWeeGee 7 views 3 comments 0 points Most recent by Chris_QPW June 2025Investing (Windows)
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  Can't Download a UBS Financial Services Investment Account

  Answered ✓ Closed MLB56 89 views 4 comments 0 points Most recent by MLB56 June 2025Download, Add/Update Accounts (Windows)
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  Are there still connection issues with Vanguard

  Closed QwikOne 512 views 25 comments 1 point Most recent by jwmerline June 2025Errors and Troubleshooting (Windows)
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  Venmo 2FA challenge every OSU after experiencing CC-800 issues

  Closed Dave1234 60 views 5 comments 0 points Most recent by Dave1234 June 2025Download, Add/Update Accounts (Windows)
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  CC-800 on most accounts

  Closed Dave1234 958 views 47 comments 2 points Most recent by Dave1234 June 2025Errors and Troubleshooting (Windows)
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  Target National Bank transaction download problems

  Closed Dennis Nelson 32 views 1 comment 0 points Most recent by Quicken Jasmine June 2025Errors and Troubleshooting (Windows)
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  Can't download

  Closed bruce and jenna brod 36 views 2 comments 0 points Most recent by Quicken Jasmine June 2025Download, Add/Update Accounts (Windows)
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  Glacier Bank OL-297-A

  Closed System 20 views 2 comments 0 points Most recent by Quicken Jasmine June 2025Errors and Troubleshooting (Windows)
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  can the Yard Card from TD Retail card services be added to quicken for auto downloading

  Answered Closed Cleek 4 views 2 comments 0 points Most recent by Quicken Jasmine June 2025Download, Add/Update Accounts (Windows)
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  Quicken for Mac not downloading transactions for Xplore Federal Credit Union.

  Closed bgebhart 31 views 7 comments 0 points Most recent by Quicken Jasmine June 2025Registers & Transactions (Mac)
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  Fix the 8.2.1 update for quicken for Mac

  Closed redfarms 123 views 3 comments 1 point Most recent by Quicken Jasmine June 2025Installing and Updating (Mac)
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  Naming rules

  Closed David43 72 views 4 comments 0 points Most recent by Quicken Jasmine June 2025Registers & Transactions (Windows)