Accounts

Discussion List

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  Coinbase API for Online Setup?

  Closed joecg 1.2K views 10 comments 0 points Most recent by Quicken Anja March 2025Investing (Windows)
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  Quicken and OneStep Update for Home Depot consumer credit card.

  Closed darellm45 202 views 1 comment 0 points Most recent by Quicken Jasmine March 2025Download, Add/Update Accounts (Windows)
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  Still receiving notification to review downloaded transactions even when there aren't any

  Closed Greg Brown 358 views 29 comments 0 points Most recent by Randy 415 March 2025Download, Add/Update Accounts (Windows)
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  Truist is working in one step update on classic quicken buts fails sync to web cc-601

  Answered Closed bparts 206 views 12 comments 0 points Most recent by Quicken Kristina March 2025Errors and Troubleshooting (Windows)
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  ETA for the CitiBank Download Outage 3-7-25 Ongoing

  Answered Closed Rick8 83 views 4 comments 0 points Most recent by Quicken Jasmine March 2025Errors and Troubleshooting (Windows)
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  Move Accounts from Business Banking Category to "non Business" Banking Category

  Answered ✓ Closed ChasPA 64 views 4 comments 0 points Most recent by ChasPA March 2025Errors and Troubleshooting (Windows)
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  One-Step update still doesn't work for California Coast Credit Union (CCCU)

  Closed PhotoCitizen 444 views 21 comments 1 point Most recent by MJ-san March 2025Download, Add/Update Accounts (Windows)
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  Problem with balancing Chase Manage Brokerage Account

  Closed Gary Lee Ashford 203 views 5 comments 0 points Most recent by Gary Lee Ashford March 2025Download, Add/Update Accounts (Windows)
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  Having trouble downloading transactions from Huntington

  Closed scottaffi 297 views 2 comments 0 points Most recent by Quicken Jasmine March 2025Download, Add/Update Accounts (Windows)
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  Payees download with date now

  Closed System 21 views 3 comments 0 points Most recent by Quicken Jasmine March 2025Download, Add/Update Accounts (Windows)
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  One Step Update not working for Crate and Barrel (Synchrony) account -- error CC-929

  Closed Richard_Dill 63 views 5 comments 0 points Most recent by Quicken Jasmine March 2025Errors and Troubleshooting (Windows)
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  ONGOING TD Bank Issues since Aug 2024 (Ticket #11249819) - Status?

  Answered Closed Wighty44 41 views 3 comments -1 point Most recent by Wighty44 March 2025Download, Add/Update Accounts (Windows)
• 
  Please fix the problems with Bright Directions

  Closed ENS 32 views 1 comment 0 points Most recent by Quicken Jasmine March 2025Errors and Troubleshooting (Mac)
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  CC-501 - R61.21 - Windows 11

  Closed AnnieOne 71 views 2 comments 0 points Most recent by Quicken Jasmine March 2025Download, Add/Update Accounts (Windows)
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  Merged: Vanguard Downloads

  Closed Andersod 2.3K views 0 comments 10 points Most recent by CraigNTX March 2025Download, Add/Update Accounts (Mac)
• 
  How do I remove Web Connect so I can use a different method

  Answered ✓ Closed settonull 318 views 4 comments 0 points Most recent by settonull February 2025Errors and Troubleshooting (Windows)
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  CC-503 Synchrony

  Closed System 184 views 20 comments 0 points Most recent by keytides February 2025Errors and Troubleshooting (Windows)
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  One step update not working on Vanguard and Fidelity

  Answered Closed rjbeckwith 212 views 2 comments 0 points Most recent by rjbeckwith February 2025Download, Add/Update Accounts (Windows)
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  Retire All Years Except for Current Year and Seven Years Prior

  Reviewed SSTOUT4 41 views 1 comment 2 points Most recent by NotACPA February 2025Backups and File Conversions
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  Treasury Direct - add new account fails

  Closed geostone1 84 views 3 comments 0 points Most recent by Quicken Jasmine February 2025Download, Add/Update Accounts (Mac)
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  Quicksilver/Capital One showing up as savings

  Answered Closed kookykrazee 21 views 3 comments 0 points Most recent by UKR February 2025Download, Add/Update Accounts (Windows)
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  Merged: Reset Vanguard account leads to blank screen and Quicken freezes

  Closed Tominator 21 views 0 comments 0 points Most recent by Djb1990 February 2025Download, Add/Update Accounts (Windows)
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  Capital One freezes when updating

  Closed inman 174 views 18 comments 0 points Most recent by inman February 2025Download, Add/Update Accounts (Windows)
• 
  Roth IRA incorrect, using simple positions

  Closed slemay2 61 views 2 comments 0 points Most recent by Chris_QPW February 2025Investing (Windows)
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  NetXInvestor / Pershing 0L-297-A - Intermittent errors since December 2024

  Closed kenlevy 141 views 1 comment 0 points Most recent by Quicken Jasmine February 2025Download, Add/Update Accounts (Windows)
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  OneStep update unreliable especially for brokerage accounts

  Closed SteveK2021 41 views 2 comments 0 points Most recent by Quicken Jasmine February 2025Download, Add/Update Accounts (Windows)
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  0L-295-A Error when trying to connect Quicken Classic Business & Personal to First Hawaiian Bank

  Closed JDA_OGG 11 views 1 comment 0 points Most recent by Quicken Jasmine February 2025Download, Add/Update Accounts (Windows)
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  Online Balance - Reconciling is Frustrating

  Answered Closed gambit.xmn 31 views 2 comments 0 points Most recent by NotACPA February 2025Errors and Troubleshooting (Windows)
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  USAA Checking downloads but doesn't show on Accounts list

  Answered Closed HHObregon 21 views 2 comments 0 points Most recent by Quicken Jasmine February 2025Download, Add/Update Accounts (Windows)
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  Merged: Vanguard account Transaction dimmed an no history after re-connecting

  Closed PQuincy 21 views 0 comments 0 points Most recent by Quicken Jasmine February 2025Download, Add/Update Accounts (Mac)