Accounts

Discussion List

• 
  How can I fix a connection problem with the SoFi website?

  Answered Closed tjbuki 75 views 6 comments 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Windows)
• 
  one step update stopped working July 2025

  Closed D Baxter 122 views 5 comments -1 point Most recent by NotACPA July 2025Download, Add/Update Accounts (Windows)
• 
  How to create a account balances report for both tax and tax deferred investments.

  Answered Closed Jonathan 95 views 8 comments 0 points Most recent by [Deleted User] July 2025Reports (Windows)
• 
  Why won't a newly added bank account update?

  Answered Closed Gary LeMann 44 views 3 comments 0 points Most recent by Quicken Anja July 2025Download, Add/Update Accounts (Windows)
• 
  How to add Cash from Safe?

  Answered Closed connums 52 views 3 comments 0 points Most recent by nmestanas July 2025Download, Add/Update Accounts (Windows)
• 
  How do I close out an account?

  Closed System 23 views 4 comments 0 points Most recent by Boatnmaniac July 2025Download, Add/Update Accounts (Windows)
• 
  Quicken bill pay problem with Truist

  Answered Closed lwv 158 views 7 comments 1 point Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Windows)
• 
  EWC+ Disconnect

  Closed denmarfl 102 views 8 comments 0 points Most recent by denmarfl July 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity Investments downloads

  Closed Gary 21 views 1 comment 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Windows)
• 
  Issues with PNC Bank and others

  Closed System 12 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 72 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 41 views 2 comments 0 points Most recent by Quicken Jasmine July 2025Registers & Transactions (Mac)
• 
  New Quicken Authorization For ML and Bank of America accounts created double accounts

  Answered ✓ Closed Dennis Freeman 375 views 3 comments 0 points Most recent by Dennis Freeman July 2025Download, Add/Update Accounts (Windows)
• 
  Will importing a 2014 file mess up my current Quicken Classic data?

  Answered ✓ Closed sd_mark 317 views 11 comments 0 points Most recent by Quicken Jasmine July 2025File Conversion and Backup (Windows)
• 
  how do i enter a cd

  Closed scr2302 51 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 21 views 2 comments 0 points Most recent by RalphC July 2025Errors and Troubleshooting (Windows)
• 
  1

  Up
  Customize Tool Bar option to include transfer between accounts [Edited]

  Reviewed BN2Wild 22 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 75 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 43 views 4 comments 0 points Most recent by Boatnmaniac July 2025Errors and Troubleshooting (Windows)
• 
  Coinbase

  Answered Closed RMBullington 111 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 258 views 1 comment 0 points Most recent by Boatnmaniac July 2025Investing (Windows)