Accounts

Discussion List

• 
  Problem with balancing Chase Manage Brokerage Account

  Closed Gary Lee Ashford 255 views 5 comments 0 points Most recent by Gary Lee Ashford March 2025Download, Add/Update Accounts (Windows)
• 
  Having trouble downloading transactions from Huntington

  Closed scottaffi 328 views 2 comments 0 points Most recent by Quicken Jasmine March 2025Download, Add/Update Accounts (Windows)
• 
  Payees download with date now

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

  Closed Richard_Dill 65 views 5 comments 0 points Most recent by Quicken Jasmine March 2025Errors and Troubleshooting (Windows)
• 
  ONGOING TD Bank Issues since Aug 2024 (Ticket #11249819) - Status?

  Answered Closed Wighty44 43 views 3 comments -1 point Most recent by Wighty44 March 2025Download, Add/Update Accounts (Windows)
• 
  Please fix the problems with Bright Directions

  Closed ENS 37 views 1 comment 0 points Most recent by Quicken Jasmine March 2025Errors and Troubleshooting (Mac)
• 
  CC-501 - R61.21 - Windows 11

  Closed AnnieOne 72 views 2 comments 0 points Most recent by Quicken Jasmine March 2025Download, Add/Update Accounts (Windows)
• 
  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 350 views 4 comments 0 points Most recent by settonull February 2025Errors and Troubleshooting (Windows)
• 
  CC-503 Synchrony

  Closed System 183 views 20 comments 0 points Most recent by keytides February 2025Errors and Troubleshooting (Windows)
• 
  One step update not working on Vanguard and Fidelity

  Answered Closed rjbeckwith 213 views 2 comments 0 points Most recent by rjbeckwith February 2025Download, Add/Update Accounts (Windows)
• 
  2

  Up
  Retire All Years Except for Current Year and Seven Years Prior

  Reviewed SSTOUT4 42 views 1 comment 2 points Most recent by NotACPA February 2025Backups and File Conversions
• 
  Treasury Direct - add new account fails

  Closed geostone1 86 views 3 comments 0 points Most recent by Quicken Jasmine February 2025Download, Add/Update Accounts (Mac)
• 
  Quicksilver/Capital One showing up as savings

  Answered Closed kookykrazee 22 views 3 comments 0 points Most recent by UKR February 2025Download, Add/Update Accounts (Windows)
• 
  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)
• 
  Capital One freezes when updating

  Closed inman 176 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)
• 
  NetXInvestor / Pershing 0L-297-A - Intermittent errors since December 2024

  Closed kenlevy 155 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 42 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 31 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 21 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 276 views 2 comments 1 point Most recent by Boatnmaniac February 2025Download, Add/Update Accounts (Mac)
• 
  Fidelity Balance Incorrect

  Closed System 12 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 152 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 306 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)