Accounts

Discussion List

• 
  Quicken can't find a CD at my credit union

  Closed lmacmil 36 views 3 comments 0 points Most recent by Quicken Alyssa December 2025Errors and Troubleshooting (Windows)
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  Hiding Accounts Doesn't Work On Home Page Classic View

  Divemaster 310 views 13 comments 0 points Most recent by q_lurker December 2025Errors and Troubleshooting (Windows)
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  CC-501 trying to setup TreasuryDirect (reopened, still not fixed)

  Closed jbowler 87 views 3 comments 1 point Most recent by DPW-CT December 2025Paying Bills, Online Billers & Reminders (Windows)
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  Fidelity cash management account

  Answered Closed JoshFla 292 views 7 comments 0 points Most recent by utexex79@ November 2025Download, Add/Update Accounts (Windows)
• 
  Error message when logging to account

  Answered Closed Ryeguy 46 views 1 comment 0 points Most recent by Boatnmaniac November 2025Errors and Troubleshooting (Windows)
• 
  Order Checks

  Closed sahi2les2 161 views 3 comments 0 points Most recent by UKR November 2025Errors and Troubleshooting (Windows)
• 
  Migrated Fidelity to new connection and now have duplicate accounts [Edited]

  Answered Closed Franklin S. 634 views 18 comments -1 point Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Fidelity Cash linked account not downloading changes in account

  Closed cchinckley9 29 views 1 comment 0 points Most recent by Quicken Kristina November 2025Investing (Windows)
• 
  Quicken Classic Deluxe : HELOC Account Creation?

  Closed DLCPhoto 979 views 32 comments 0 points Most recent by DLCPhoto November 2025Download, Add/Update Accounts (Windows)
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  Fidelity 401K not synching after reauthorization

  Closed bemery05 221 views 9 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  CalPERS for Retirement

  Closed Persephone 58 views 2 comments 0 points Most recent by volvogirl November 2025Budgeting and Planning Tools (Mac)
• 
  Bug in calculating credit card balance

  Closed nisarun 63 views 4 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
• 
  Extra Account Download

  Answered Closed JSNoyes 116 views 10 comments 0 points Most recent by Tom Young November 2025Download, Add/Update Accounts (Windows)
• 
  Accounts with two different Fidelity logins (mine+spouse) disable one or the other's accounts

  Closed BEEdwards66 231 views 2 comments 1 point Most recent by Tom Young November 2025Download, Add/Update Accounts (Windows)
• 
  renaming rules not being saved

  Answered Closed njfiddler 295 views 13 comments 0 points Most recent by njfiddler November 2025Errors and Troubleshooting (Windows)
• 
  Fidelity NetBenefits transaction posted to Janus account

  Closed System 35 views 2 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
• 
  setting up accounts as problematic as ever

  Closed crownpointdude 27 views 1 comment 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Downloading Fidelity Brokerage accounts

  Closed Cathy Diotte Scott 697 views 13 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Merged: CC-501 Error Charles Schwab on all accounts

  Closed jmccaski 1 view 0 comments 0 points Most recent by jmccaski November 2025Errors and Troubleshooting (Windows)
• 
  Quicken won't accept my qfx file from Bank of America

  Closed pattywagen 514 views 15 comments 0 points Most recent by Chris_QPW October 2025Download, Add/Update Accounts (Windows)
• 
  No option for cash representation and Chase accounts won't reconnect

  Closed System 49 views 2 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)