Accounts

Discussion List

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  Color code entries by payee, category, or both [Edited]

  Reviewed Oscelot 17 views 1 comment 1 point Most recent by Quicken Kristina January 3Display/UI
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  Unable to download Capital One credit card into Quicken

  System 6 views 3 comments 0 points Most recent by Quicken Kristina January 2Download, Add/Update Accounts (Windows)
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  Unable to "Add Account" from any financial institution (Quicken Classic on Windows 11)

  jo ma 24 views 2 comments 0 points Most recent by Quicken Kristina January 2Download, Add/Update Accounts (Windows)
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  Account update

  cstuart 23 views 1 comment 0 points Most recent by Quicken Kristina January 2Download, 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 2.3K views 63 comments 28 points Most recent by jacobs January 2Investments
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  One step update doesn't recognize 2 of 3 Vanguard accounts

  Answered ✓ ChicagoGuy 63 views 7 comments 0 points Most recent by Quicken Anja January 2Download, Add/Update Accounts (Windows)
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  Cannot activate one step update for Bank of America Accounts

  jdparker225 107 views 5 comments 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
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  Merrill Lynch LMA link no longer working - wants to create a new LMA credit card account.

  MG99 9 views 2 comments 0 points Most recent by UKR December 2025Errors and Troubleshooting (Windows)
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  Search across All Transactions should include Hidden Accounts (Q Mac)

  New dhockemeyer 20 views 3 comments 1 point Most recent by jacobs December 2025Manage Accounts and Transactions
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  Problem adding account/Citi credit card

  Answered ShortCircuit404 64 views 8 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Account Specific automatic renaming, category assignment, etc. [Edited]

  Reviewed JohnnyMac 185 views 16 comments 6 points Most recent by majorgear December 2025Manage Accounts and Transactions
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  I have a credit card that is adding charges and balance owed is decreasing

  mjrrobins 77 views 8 comments 0 points Most recent by splasher December 2025Registers & Transactions (Windows)
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  Downloaded transactions available for review, but 'Downloaded Transactions' tab is not visible

  aorlow 60 views 5 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Why can't I add Discover card to quicken?

  Answered Jake Walker 24 views 3 comments 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
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  Investment accounts are loading very slowly

  fmashby 20 views 1 comment 0 points Most recent by Quicken Kristina December 2025Registers & Transactions (Windows)
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  JP Morgan Investment Account - how do I remove download and all downloaded info? [Edited]

  Answered CIRPCA 28 views 3 comments 0 points Most recent by Jon December 2025Investing (Mac)
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  Multiple accounts corrupted when opening Quicken

  HelpQuickHelpMe 167 views 18 comments 1 point Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Windows)
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  Credit card balances

  Answered mb66 63 views 4 comments 0 points Most recent by UKR December 2025Registers & Transactions (Windows)
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  Bank of America - Quicken (newest way to download)

  hh311 123 views 11 comments 0 points Most recent by Quicken Anja December 2025Download, Add/Update Accounts (Windows)
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  ONGOING 12/19/25 Charles Schwab & Co., Inc. - Missing Account - 355 DASH error

  Quicken Janean 225 views 2 comments 0 points Most recent by Quicken Janean December 2025Alerts, Online Banking & Known Product Issues
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  Fidelity Updates Still Broken after Update

  extravoice 3K views 119 comments 2 points Most recent by leishirsute December 2025Download, Add/Update Accounts (Windows)
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  Is there an ETA on when the Amazon Prime Store Card integration with Synchrony Bank will be updated?

  Answered bhcaff 37 views 4 comments -1 point Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Better Account Category Options [Edited]

  ejvette1998 16 views 1 comment 0 points Most recent by Quicken Anja December 2025Registers & Transactions (Windows)
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  Create new Account type for Donor Advised Fund

  Reviewed David Johnson 441 views 5 comments 7 points Most recent by NotACPA December 2025Manage Accounts and Transactions
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  Balances Don't Equal - T.Rowe Price Funds Online vs. Quicken

  Answered ✓ mark miller 4 views 2 comments 0 points Most recent by Quicken Alyssa December 2025Registers & Transactions (Windows)
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  Financial Institution Missing from Account Details

  Answered FactoryOfSadness 21 views 4 comments 1 point Most recent by NotACPA December 2025Errors and Troubleshooting (Windows)
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  Updating Fidelity accounts causes an uneditable "Cash" account to appear

  System 100 views 14 comments 0 points Most recent by barryi December 2025Download, Add/Update Accounts (Mac)
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  Anyone able to connect to Transamerica 403b? (not the insurance portal)

  Answered cory949 30 views 3 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Mac)
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  Chase Bank syncing & authorization

  Louis Block 23 views 3 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Mac)
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  32
  Like to be able to sync foreign accounts/currencies with Quicken Mobile (85 Legacy Votes)

  Planned Quicken Community 3.6K views 82 comments 32 points Most recent by rich December 2025Ideas for Mobile