Accounts

Discussion List

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  Incorrect account value in investment report but correct value in account bar?

  Answered Closed Dhays 138 views 3 comments -1 point Most recent by Quicken Kristina August 2025Investing (Windows)
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  Investment Account with Many Transactions - Poor Performance

  Answered Closed acloudman 201 views 6 comments 0 points Most recent by GermanBlueRam August 2025Registers & Transactions (Windows)
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  Connecting to Ascensus for transitioned Vanguard account

  Answered Closed pemartin210 1.1K views 15 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Schwab/Quicken Account Reporting Incorrect Balance

  Closed Bruce Rose 86 views 3 comments 1 point Most recent by supersol August 2025Investing (Windows)
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  Setup and Tracking of Flexible Spending Account (FSA)

  Answered Closed mdross171 564 views 3 comments 0 points Most recent by mdross171 August 2025Download, Add/Update Accounts (Windows)
• 
  Single account vs multiple accounts

  Closed Mike_L 69 views 2 comments 0 points Most recent by Mike_L August 2025New to Quicken/Getting Started (Windows)
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  Update on Issue with connecting PayPal Credit Card Accounts

  Closed JohnA 447 views 11 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Reconnect not working with Spire Energy

  Closed Phil H. 311 views 18 comments 0 points Most recent by Quicken Anja August 2025Paying Bills, Online Billers & Reminders (Windows)
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  One Step Update not working with Live Oak Bank

  Closed Lisamar 157 views 6 comments 0 points Most recent by Quicken Anja August 2025Errors and Troubleshooting (Windows)
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  Searching "All Transactions" no longer includes "separate accounts"

  Answered ✓ Closed kwh 62 views 2 comments 0 points Most recent by Quicken Anja August 2025Registers & Transactions (Windows)
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  Discrepancies in Online Balance

  Closed doyle.provens 23 views 2 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
• 
  QFX issues w/new WIN 11 computer

  Closed John Patriarca 169 views 4 comments 0 points Most recent by Chris_QPW August 2025Download, Add/Update Accounts (Windows)
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  Changing the date from which ending balance is calculated?

  Answered Closed VWest 124 views 4 comments 0 points Most recent by Chris_QPW August 2025Registers & Transactions (Windows)
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  web version balances don't agree to either desktop or iphone Quicken

  Answered ✓ Closed PK2K 166 views 6 comments 0 points Most recent by PK2K August 2025Errors and Troubleshooting (Windows)
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  quicken pulling wrong price quote for swppx from Schwab

  Closed tnquick 243 views 6 comments 0 points Most recent by robertbecker August 2025Investing (Windows)
• 
  problems with downloading transactions

  Tomp. 206 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Errors and Troubleshooting (Windows)
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  Is Fidelty Rewards/ELAN Visa still Degraded for Bills and Income

  Answered Bione 117 views 5 comments 0 points Most recent by Quicken Jasmine August 2025Paying Bills, Online Billers & Reminders (Windows)
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  Why are my balances in Quicken off by almost 10% compared to the online investment site?

  Answered Closed msromel63 31 views 1 comment 0 points Most recent by NotACPA August 2025Investing (Windows)
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  Why do I keep getting "SAMLERROR: Redirect failed" when trying to use Quicken Portfolio X-Ray?

  Answered Closed jjenney 46 views 2 comments 0 points Most recent by Quicken Jasmine August 2025Errors and Troubleshooting (Windows)
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  How do I manually set up an Investment account and add transactions?

  Answered Closed pgaz8888 2K views 6 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)
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  Merged: Syncing issues since last update "Unspecified Bill Presentment Account"

  Closed Crobi3137 51 views 0 comments 0 points Most recent by Quicken Jasmine August 2025Errors and Troubleshooting (Windows)