Accounts

Discussion List

• 
  Investment Account with Many Transactions - Poor Performance

  Answered Closed acloudman 145 views 6 comments 0 points Most recent by GermanBlueRam August 2025Registers & Transactions (Windows)
• 
  Connecting to Ascensus for transitioned Vanguard account

  Answered Closed pemartin210 843 views 15 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
• 
  Schwab/Quicken Account Reporting Incorrect Balance

  Closed Bruce Rose 66 views 3 comments 1 point Most recent by supersol August 2025Investing (Windows)
• 
  Setup and Tracking of Flexible Spending Account (FSA)

  Answered Closed mdross171 470 views 3 comments 0 points Most recent by mdross171 August 2025Download, Add/Update Accounts (Windows)
• 
  Single account vs multiple accounts

  Closed Mike_L 46 views 2 comments 0 points Most recent by Mike_L August 2025New to Quicken/Getting Started (Windows)
• 
  Update on Issue with connecting PayPal Credit Card Accounts

  Closed JohnA 324 views 11 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
• 
  Reconnect not working with Spire Energy

  Closed Phil H. 141 views 18 comments 0 points Most recent by Quicken Anja August 2025Paying Bills, Online Billers & Reminders (Windows)
• 
  One Step Update not working with Live Oak Bank

  Closed Lisamar 106 views 6 comments 0 points Most recent by Quicken Anja August 2025Errors and Troubleshooting (Windows)
• 
  Searching "All Transactions" no longer includes "separate accounts"

  Answered ✓ Closed kwh 27 views 2 comments 0 points Most recent by Quicken Anja August 2025Registers & Transactions (Windows)
• 
  Discrepancies in Online Balance

  Closed doyle.provens 15 views 2 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
• 
  QFX issues w/new WIN 11 computer

  Closed John Patriarca 109 views 4 comments 0 points Most recent by Chris_QPW August 2025Download, Add/Update Accounts (Windows)
• 
  Changing the date from which ending balance is calculated?

  Answered Closed VWest 90 views 4 comments 0 points Most recent by Chris_QPW August 2025Registers & Transactions (Windows)
• 
  web version balances don't agree to either desktop or iphone Quicken

  Answered ✓ Closed PK2K 128 views 6 comments 0 points Most recent by PK2K August 2025Errors and Troubleshooting (Windows)
• 
  quicken pulling wrong price quote for swppx from Schwab

  Closed tnquick 199 views 6 comments 0 points Most recent by robertbecker August 2025Investing (Windows)
• 
  problems with downloading transactions

  Tomp. 168 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Errors and Troubleshooting (Windows)
• 
  Is Fidelty Rewards/ELAN Visa still Degraded for Bills and Income

  Answered Bione 84 views 5 comments 0 points Most recent by Quicken Jasmine August 2025Paying Bills, Online Billers & Reminders (Windows)
• 
  Account Balance Report doesn't agree with Register

  Answered cooperhs 78 views 5 comments 0 points Most recent by cooperhs August 2025Reports (Windows)
• 
  Why are my balances in Quicken off by almost 10% compared to the online investment site?

  Answered Closed msromel63 23 views 1 comment 0 points Most recent by NotACPA August 2025Investing (Windows)
• 
  Why do I keep getting "SAMLERROR: Redirect failed" when trying to use Quicken Portfolio X-Ray?

  Answered Closed jjenney 33 views 2 comments 0 points Most recent by Quicken Jasmine August 2025Errors and Troubleshooting (Windows)
• 
  How do I manually set up an Investment account and add transactions?

  Answered Closed pgaz8888 1.9K views 6 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)
• 
  Merged: Syncing issues since last update "Unspecified Bill Presentment Account"

  Closed Crobi3137 51 views 0 comments 0 points Most recent by Quicken Jasmine August 2025Errors and Troubleshooting (Windows)
• 
  CC-503 with ETrade savings accounts [Edited]

  Closed cberistain 44 views 3 comments 0 points Most recent by Quicken Kristina August 2025Errors and Troubleshooting (Windows)
• 
  Fidelity update - no transactions downloading at all

  Closed AlexLee 229 views 5 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)