Accounts

Discussion List

• 
  Fidelity update - no transactions downloading at all

  Closed AlexLee 214 views 5 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
• 
  Transfer Active Accounts with a Cut-off Date to New File

  Closed joat1965 39 views 3 comments 0 points Most recent by Chris_QPW August 2025File Conversion and Backup (Windows)
• 
  Reauthorizing account

  Answered Closed MWB 37 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
• 
  Chase Mortgage Balance Not Updated In Quicken Classic Premier Windows

  Answered Closed Tim Onders 143 views 9 comments 0 points Most recent by [Deleted User] August 2025Download, Add/Update Accounts (Windows)
• 
  TD Bank no longer connects online version, only web, only web connect

  Closed rlroberts 327 views 3 comments 0 points Most recent by Quicken Anja August 2025Download, Add/Update Accounts (Windows)
• 
  Wealthscape Investor - duplicate transactions downloading multiple times

  Closed Knitgirl 17 views 2 comments 0 points Most recent by Knitgirl August 2025Investing (Windows)
• 
  Capital Gains Report -- How to show sub-total by securities only, collapse individual transactions.

  Answered Closed Misra 155 views 10 comments -1 point Most recent by mshiggins August 2025Investing (Windows)
• 
  Windows, new user, P&L report combines both accounts, Classic Quicken

  Answered Closed 4roses 24 views 2 comments 0 points Most recent by Quicken Jasmine August 2025Reports (Windows)
• 
  Why can't Quicken fix Merrill updates

  Closed Greg Lampe 34 views 1 comment 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
• 
  Inputting Partnership Transactions

  Closed billr 97 views 6 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)
• 
  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 55 views 4 comments 0 points Most recent by Richard Sturgeon August 2025Download, Add/Update Accounts (Windows)
• 
  Schwab 401k Prices in Online Center

  Answered Closed egldvrbags 149 views 8 comments 0 points Most recent by egldvrbags August 2025Download, Add/Update Accounts (Windows)
• 
  American Express and Quicken Bill Manager

  Closed niven 113 views 4 comments 1 point Most recent by niven August 2025Paying Bills, Online Billers & Reminders (Windows)
• 
  Citi card transactions won't download

  Closed kageiger1 47 views 5 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
• 
  Merrill Lynch duplicate accounts after reauthorization (QWin)

  Closed System 44 views 3 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
• 
  GESA credit union: Credit card imports as a loan

  Closed blissy 78 views 5 comments 0 points Most recent by Quicken Jasmine August 2025Errors and Troubleshooting (Windows)
• 
  Merril Lynch LMA/Loan Management Account and the new connector (July 2025)

  Closed GibbyCJ 205 views 7 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
• 
  Windows export to CVS

  Closed sally13 41 views 2 comments 0 points Most recent by [Deleted User] August 2025File Conversion and Backup (Windows)
• 
  Recently announced Altruist-Plaid-Quicken connection not working

  Closed MeToo 450 views 6 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
• 
  Solution to Quicken R6025 Runtime Error when Importing Bank OFX Files

  Closed CincinnatiAdam 96 views 5 comments 0 points Most recent by Chris_QPW August 2025Download, Add/Update Accounts (Windows)
• 
  Adding an Auto (Asset) 1 year after the purchase - to LINK or NOT?

  Closed juanboy2k 55 views 5 comments 0 points Most recent by [Deleted User] August 2025Download, Add/Update Accounts (Windows)
• 
  CC-501 when adding Lowes credit card

  Closed System 16 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
• 
  Wells Fargo can't connect

  Answered ✓ Closed samlevinesl 117 views 5 comments 0 points Most recent by samlevinesl August 2025Download, Add/Update Accounts (Windows)