Accounts

Discussion List

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  Fidelity Investments - CC-506 Error - Posted 4/9/2026

  Closed gtgerbo 238 views 7 comments 0 points Most recent by gtgerbo April 15Download, Add/Update Accounts (Windows)
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  One Step Update Not available for Care Credit

  Answered Closed rleifield 110 views 4 comments -1 point Most recent by Quicken Kristina April 14Download, Add/Update Accounts (Windows)
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  Different reconcile windows for savings account

  Closed JD99 193 views 7 comments 0 points Most recent by Quicken Kristina April 13Errors and Troubleshooting (Windows)
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  New JP Morgan Investment accounts are not being added

  Answered Closed LJDM 72 views 4 comments 0 points Most recent by Quicken Alyssa April 12Download, Add/Update Accounts (Mac)
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  Fidelity EOM interest earned transactions going to checking account

  Closed System 152 views 7 comments 0 points Most recent by tarkus9 April 11Download, Add/Update Accounts (Windows)
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  "Sorry, something went wrong..." error with Discover

  Closed System 949 views 31 comments 0 points Most recent by Quicken Anja April 11Download, Add/Update Accounts (Windows)
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  I'm using a Mac subscription. Unexplained balances leading to adjustments?

  Answered Closed BeveyKay 131 views 4 comments 0 points Most recent by Quicken Anja April 10Errors and Troubleshooting (Mac)
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  Anyone having problems adding/linking Paypal Credit account access (Win 11)

  Answered ✓ Closed Slick8791 5.1K views 121 comments 3 points Most recent by Quicken Alyssa April 9Download, Add/Update Accounts (Windows)
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  20

  Up
  Sub-accounts for Savings Accounts

  Reviewed JimReese 4.1K views 20 comments 20 points Most recent by RedWolf06 April 9Manage Accounts and Transactions
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  Errant Account Balances

  Answered Closed Michael Hauser 255 views 9 comments 0 points Most recent by Quicken Laura April 6Errors and Troubleshooting (Windows)
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  Cannot add Schwab brokerage accounts

  Closed rj3230987 143 views 4 comments 0 points Most recent by Quicken Alyssa April 6Download, Add/Update Accounts (Windows)
• 
  Citi Bank Account Link without Number

  Answered Closed ChigoXe 85 views 4 comments 0 points Most recent by Quicken Anja April 4Paying Bills, Online Billers & Reminders (Windows)
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  Download shows wrong account

  Closed System 75 views 5 comments 0 points Most recent by Quicken Kristina April 3Download, Add/Update Accounts (Windows)
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  Can't change Apple Card account to Credit

  Closed fschmid 47 views 2 comments 0 points Most recent by NotACPA April 2Registers & Transactions (Windows)
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  Can't add additional Fidelity account to Quicken

  Closed cloughbe 279 views 7 comments 0 points Most recent by NotACPA April 2Download, Add/Update Accounts (Windows)
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  USAA - Missing Accounts

  Closed System 211 views 5 comments 0 points Most recent by Quicken Alyssa April 2Download, Add/Update Accounts (Windows)
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  Bank of America - Reauthorization Error [Edited]

  Closed davidmarketing 4.6K views 112 comments 2 points Most recent by Quicken Alyssa March 26Download, Add/Update Accounts (Windows)
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  Issue with adding additional account on Osaic/eQuipt

  Closed cdennett 438 views 10 comments 0 points Most recent by cdennett March 25Download, Add/Update Accounts (Windows)
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  28
  Add ability to link accounts to brokerage accounts to Quicken for Mac (104 Legacy Votes)

  Planned smayer97 3.7K views 64 comments 28 points Most recent by MJ1218 March 25Investments
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  Migrating your Discover Card to Capital One

  Closed AnnieOne 8K views 14 comments 4 points Most recent by Quicken Alyssa March 24Download, Add/Update Accounts (Windows)
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  When I create a new folder, is there a way to store it in the file but not next to the old ones?

  Answered ✓ Closed Susan From Vermont 383 views 12 comments 0 points Most recent by Jim_Harman March 24File Conversion and Backup (Windows)
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  Unable to Connect Accounts at Chase Using Two Different User Logins [Edited]

  Closed Tammy Van Buren 124 views 4 comments 0 points Most recent by Quicken Laura March 24Download, Add/Update Accounts (Windows)
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  Looking to add sub accounts for assets (i.e. real estate)

  Closed nameonit 73 views 2 comments 0 points Most recent by smayer97 March 23Download, Add/Update Accounts (Mac)
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  How to reinstall a closed banking account

  Closed Bob Sr 218 views 4 comments 0 points Most recent by Quicken Alyssa March 22Download, Add/Update Accounts (Windows)
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  Opened up Quicken to find many transactions marked uncleared and balances changed

  Closed smtcpa 85 views 4 comments 0 points Most recent by Quicken Alyssa March 22Errors and Troubleshooting (Windows)
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  I wanted to share a bug I found starting with R66.11 thru R66.23 (current)

  Closed Gringgo 359 views 9 comments 0 points Most recent by Quicken Laura March 19Download, Add/Update Accounts (Windows)