Accounts

Discussion List

• 
  Merrill Lynch and Fidelity and EWC+, OH MY! (We're not in Kansas anymore, Toto)

  Closed mrzookie 353 views 12 comments 0 points Most recent by cyberphile August 2025Download, Add/Update Accounts (Windows)
• 
  Managing Credit Card Fraud

  Closed Jim Birth 162 views 6 comments 0 points Most recent by [Deleted User] August 2025Download, Add/Update Accounts (Windows)
• 
  Checking Account Balance is WRONG

  Answered Closed Steph772001 322 views 5 comments 0 points Most recent by ns303 August 2025Errors and Troubleshooting (Windows)
• 
  Fidelity Download Broken - Win 11

  Answered Closed DonBig 62 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 94 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 172 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
• 
  Setup Download for checking accounts

  Closed nstevens 24 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 55 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 66 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Mac)
• 
  Update not downloading transactions

  Closed cspeidell 74 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
• 
  Quicken syncing

  Closed kimmoen99 82 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 54 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
• 
  American Express Balance Issue Still Exists - Quicken Classic for Windows

  Closed WillyG 107 views 6 comments 0 points Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Windows)
• 
  ebill service provider changing?

  Answered Closed Larry Huffman 99 views 2 comments 0 points Most recent by Larry Huffman July 2025Paying Bills, Online Billers & Reminders (Windows)
• 
  credit showing as debit in income file

  Answered Closed buymilk 21 views 1 comment 0 points Most recent by Quicken Jasmine July 2025Errors and Troubleshooting (Windows)
• 
  New T-bill hides downloaded transactions

  Closed EvDob 157 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 316 views 11 comments 0 points Most recent by Boatnmaniac July 2025Investing (Windows)
• 
  "Lock this report" does not work

  Closed Jeffrey Jones 166 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 117 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 138 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 139 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 67 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 73 views 3 comments 0 points Most recent by nmestanas July 2025Download, Add/Update Accounts (Windows)
• 
  How do I close out an account?

  Closed System 36 views 4 comments 0 points Most recent by Boatnmaniac July 2025Download, Add/Update Accounts (Windows)