Accounts

Discussion List

• 
  NetXInvestor / Pershing 0L-297-A - Intermittent errors since December 2024

  Closed kenlevy 138 views 1 comment 0 points Most recent by Quicken Jasmine February 2025Download, Add/Update Accounts (Windows)
• 
  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)
• 
  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)
• 
  Online Balance - Reconciling is Frustrating

  Answered Closed gambit.xmn 32 views 2 comments 0 points Most recent by NotACPA February 2025Errors and Troubleshooting (Windows)
• 
  USAA Checking downloads but doesn't show on Accounts list

  Answered Closed HHObregon 23 views 2 comments 0 points Most recent by Quicken Jasmine February 2025Download, Add/Update Accounts (Windows)
• 
  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)
• 
  Merged: OL-295-A error

  Closed Bertilak 31 views 0 comments 0 points Most recent by AndrewQ February 2025Errors and Troubleshooting (Windows)
• 
  Fidelity Transactions Not Downloading

  Closed slips 273 views 2 comments 1 point Most recent by Boatnmaniac February 2025Download, Add/Update Accounts (Mac)
• 
  Fidelity Balance Incorrect

  Closed System 11 views 2 comments 0 points Most recent by Quicken Jasmine February 2025Download, Add/Update Accounts (Mac)
• 
  Phantom amount added in one account

  Answered ✓ Closed schmieg 151 views 10 comments 0 points Most recent by Quicken Anja February 2025Errors and Troubleshooting (Mobile)
• 
  Quicken is slow to load since late last week (1/17/25)

  Closed Chuck56 299 views 13 comments 0 points Most recent by Rensalier February 2025Errors and Troubleshooting (Windows)
• 
  Merged: Banks Not Syncing

  Closed kipick 11 views 0 comments 0 points Most recent by kipick February 2025Errors and Troubleshooting (Windows)
• 
  Can't download Synchrony Walgreens Mastercard transactions

  Closed Richard Roll 63 views 7 comments 0 points Most recent by Quicken Kristina February 2025Download, Add/Update Accounts (Mac)
• 
  Voya balance zero

  Answered Closed jobdoctor 143 views 3 comments 0 points Most recent by Quicken Anja February 2025Errors and Troubleshooting (Windows)
• 
  Merged: Vanguard access failed today with OSU, error occurred w/o any error #

  Closed BC Meyer 1 view 0 comments 0 points Started by BC Meyer February 2025 Errors and Troubleshooting (Windows)
• 
  Won't update transactions

  Closed Kaz1965 84 views 3 comments 0 points Most recent by Quicken Jasmine February 2025New to Quicken/Getting Started (Mac)
• 
  Citi Card

  Closed mgradnj 51 views 2 comments 0 points Most recent by Quicken Jasmine February 2025Download, Add/Update Accounts (Windows)
• 
  Citi not updating on the regular daily schedule anymore. Updates manually without issue.

  Closed System 41 views 4 comments 0 points Most recent by Quicken Kristina February 2025Download, Add/Update Accounts (Windows)
• 
  Linking Coinbase Bitcoin Wallet account in Quicken - Windows

  Answered Closed bobwiseman 287 views 6 comments 0 points Most recent by Quicken Kristina February 2025Investing (Windows)
• 
  Fixing Error Code 800

  Answered Closed AXA_USER 105 views 6 comments 0 points Most recent by Quicken Jasmine February 2025Errors and Troubleshooting (Windows)
• 
  One Step Update has stopped working / Windows 11, Quicken Deluxe R60.20, build 27.1.60.20

  Closed spetrozzi 294 views 7 comments 0 points Most recent by Quicken Jasmine February 2025Download, Add/Update Accounts (Windows)
• 
  Renasant Bank, Discover Card - Multiple download and connect problems.

  Closed dwkenner 85 views 3 comments 0 points Most recent by Quicken Jasmine February 2025Errors and Troubleshooting (Mac)
• 
  2

  Up
  Add a semi-automated way to clean-up/remove older data [Edited]

  Reviewed Tom Auer 300 views 12 comments 2 points Most recent by Tom Auer February 2025Manage Accounts and Transactions
• 
  One bank account is showing up twice under banking [Edited]

  Answered Closed degoertzen 150 views 4 comments 0 points Most recent by degoertzen February 2025Download, Add/Update Accounts (Windows)
• 
  Holdings show a mutual fund with 0 shares, 0 market value, how to get rid of it?

  Answered Closed jdigital 107 views 6 comments 0 points Most recent by Quicken Jasmine February 2025Investing (Windows)
• 
  Downloading for banks & credits cards not working since recent update

  Closed KMacneal 102 views 4 comments 0 points Most recent by Quicken Jasmine February 2025Errors and Troubleshooting (Windows)
• 
  Message re "Online session" at startup and shut down of Quicken

  Closed Doug 91 views 4 comments 0 points Most recent by Quicken Kristina February 2025Errors and Troubleshooting (Windows)
• 
  Difficulty connecting new account - Vanguard

  Closed GermanBlueRam 165 views 2 comments 0 points Most recent by Quicken Kristina February 2025Download, Add/Update Accounts (Windows)
• 
  Hide an Account from the Register

  Answered Closed Mom22cats 241 views 10 comments 0 points Most recent by Mom22cats February 2025Registers & Transactions (Windows)
• 
  Citibank Online Balance incorrect

  Closed Jan G 22 views 1 comment 0 points Most recent by Quicken Kristina February 2025Registers & Transactions (Windows)