Accounts

Discussion List

• 
  Wells Fargo can't connect

  Answered ✓ Closed samlevinesl 117 views 5 comments 0 points Most recent by samlevinesl August 2025Download, Add/Update Accounts (Windows)
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  What is this round arrow in my account list?

  Answered ✓ Closed QknUser77 38 views 2 comments 0 points Most recent by Quicken Anja August 2025Registers & Transactions (Windows)
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  Merrill Lynch and Fidelity and EWC+, OH MY! (We're not in Kansas anymore, Toto)

  Closed mrzookie 346 views 12 comments 0 points Most recent by cyberphile August 2025Download, Add/Update Accounts (Windows)
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  Managing Credit Card Fraud

  Closed Jim Birth 127 views 6 comments 0 points Most recent by [Deleted User] August 2025Download, Add/Update Accounts (Windows)
• 
  Checking Account Balance is WRONG

  Answered Closed Steph772001 282 views 5 comments 0 points Most recent by ns303 August 2025Errors and Troubleshooting (Windows)
• 
  Fidelity Download Broken - Win 11

  Answered Closed DonBig 58 views 2 comments 0 points Most recent by DonBig August 2025Download, Add/Update Accounts (Windows)
• 
  Citi still reporting issue

  Answered Closed EmKay 103 views 2 comments 0 points Most recent by UKR August 2025Download, Add/Update Accounts (Windows)
• 
  costco citi cc and quicken deluxe issues

  Closed RickP58 83 views 1 comment 0 points Most recent by UKR August 2025Errors and Troubleshooting (Windows)
• 
  I am getting a blank screen when I try to add an account

  Answered Closed bnewsome72 147 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
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  1

  Up
  Be able to change or edit an accounts "type"

  Reviewed geistj 42 views 1 comment 1 point Most recent by NotACPA August 2025Manage Accounts and Transactions
• 
  Setup Download for checking accounts

  Closed nstevens 25 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
• 
  Why do I keep getting the below cloud sync error

  Answered Closed dumb bunny 57 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
• 
  Return of Capital does not adjust cost basis

  Closed elmo 59 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Mac)
• 
  Update not downloading transactions

  Closed cspeidell 78 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
• 
  Quicken syncing

  Closed kimmoen99 79 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Errors and Troubleshooting (Windows)
• 
  Trouble connecting to Mission Federal Credit Union - error CC-502

  Closed jcauldren 47 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
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  American Express Balance Issue Still Exists - Quicken Classic for Windows

  Closed WillyG 105 views 6 comments 0 points Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Windows)
• 
  ebill service provider changing?

  Answered Closed Larry Huffman 86 views 2 comments 0 points Most recent by Larry Huffman July 2025Paying Bills, Online Billers & Reminders (Windows)
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  credit showing as debit in income file

  Answered Closed buymilk 16 views 1 comment 0 points Most recent by Quicken Jasmine July 2025Errors and Troubleshooting (Windows)
• 
  New T-bill hides downloaded transactions

  Closed EvDob 139 views 9 comments 0 points Most recent by Quicken Jasmine July 2025Errors and Troubleshooting (Windows)
• 
  How to record a Roth IRA rollover to another Roth IRA

  Answered ✓ Closed dennis.f.warren 298 views 11 comments 0 points Most recent by Boatnmaniac July 2025Investing (Windows)
• 
  "Lock this report" does not work

  Closed Jeffrey Jones 136 views 8 comments 0 points Most recent by Jeffrey Jones July 2025Reports (Windows)
• 
  How can I fix a connection problem with the SoFi website?

  Answered Closed tjbuki 87 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 125 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 102 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 55 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 65 views 3 comments 0 points Most recent by nmestanas July 2025Download, Add/Update Accounts (Windows)