Accounts

Discussion List

• 
  I cannot download Paypal Mastercard transactions via One Step Update

  Closed Dave Kacoroski 355 views 22 comments 0 points Most recent by pyieh March 2025Download, Add/Update Accounts (Windows)
• 
  How to restore missing Check Pay Biller (Merchant/Account)

  Answered ✓ Closed David Fitzgerald 105 views 7 comments 0 points Most recent by Quicken Jasmine March 2025Paying Bills, Online Billers & Reminders (Windows)
• 
  Alliant Credit Union not downloading

  Closed Steven 132 views 10 comments 0 points Most recent by Quicken Jasmine March 2025Download, Add/Update Accounts (Windows)
• 
  5

  Up
  Add preferences to prevent closing and deleting accounts

  Reviewed Rocket J Squirrel 65 views 5 comments 5 points Most recent by Jim_Harman March 2025Manage Accounts and Transactions
• 
  T.Rowe Price not updating transactions since 01/23/2025

  Answered Closed Janine C Hanson 259 views 11 comments 0 points Most recent by mbinday March 2025Download, Add/Update Accounts (Windows)
• 
  TIAA/CREF Brokerage "add account" not working

  Answered Closed jeffreyjgray 81 views 2 comments 0 points Most recent by Quicken Kristina March 2025Download, Add/Update Accounts (Windows)
• 
  CC-501 across multiple banks

  Closed Vinay Gupta 21 views 1 comment 0 points Most recent by Quicken Jasmine March 2025Download, Add/Update Accounts (Windows)
• 
  Discover Card Connection Connection Issue?

  Answered Closed SteveV5551 78 views 7 comments 0 points Most recent by SteveV5551 March 2025Errors and Troubleshooting (Windows)
• 
  Schwab Download - Mac software upgrade glitch

  Closed RSaw 42 views 2 comments 0 points Most recent by Quicken Jasmine March 2025Errors and Troubleshooting (Mac)
• 
  Express Web Connect to Green State Credit Union has not worked since March 7th - 8th 2025

  Closed robertjones 18 views 2 comments 0 points Most recent by Quicken Jasmine March 2025Download, Add/Update Accounts (Windows)
• 
  Anyone able to connect to Live Oak Bank this week?

  Closed jasonpbyu 197 views 8 comments 0 points Most recent by Quicken Jasmine March 2025Errors and Troubleshooting (Windows)
• 
  MAC Auto Reconcile FAILURE

  Closed petralyn@ 57 views 2 comments 0 points Most recent by Quicken Jasmine March 2025Download, Add/Update Accounts (Mac)
• 
  Bank of America Health Accounts CC-502

  Closed Greg Brown 40 views 5 comments 0 points Most recent by Quicken Jasmine March 2025Download, Add/Update Accounts (Windows)
• 
  Incorrect Customer ID on an Account

  Answered Closed David Zigler 36 views 4 comments 0 points Most recent by Quicken Jasmine March 2025Download, Add/Update Accounts (Windows)
• 
  Coinbase API for Online Setup?

  Closed joecg 1.3K views 10 comments 0 points Most recent by Quicken Anja March 2025Investing (Windows)
• 
  Quicken and OneStep Update for Home Depot consumer credit card.

  Closed darellm45 233 views 1 comment 0 points Most recent by Quicken Jasmine March 2025Download, Add/Update Accounts (Windows)
• 
  Still receiving notification to review downloaded transactions even when there aren't any

  Closed Greg Brown 380 views 29 comments 0 points Most recent by Randy 415 March 2025Download, Add/Update Accounts (Windows)
• 
  Truist is working in one step update on classic quicken buts fails sync to web cc-601

  Answered Closed bparts 212 views 12 comments 0 points Most recent by Quicken Kristina March 2025Errors and Troubleshooting (Windows)
• 
  ETA for the CitiBank Download Outage 3-7-25 Ongoing

  Answered Closed Rick8 85 views 4 comments 0 points Most recent by Quicken Jasmine March 2025Errors and Troubleshooting (Windows)
• 
  Move Accounts from Business Banking Category to "non Business" Banking Category

  Answered ✓ Closed ChasPA 71 views 4 comments 0 points Most recent by ChasPA March 2025Errors and Troubleshooting (Windows)
• 
  One-Step update still doesn't work for California Coast Credit Union (CCCU)

  Closed PhotoCitizen 472 views 21 comments 1 point Most recent by MJ-san March 2025Download, Add/Update Accounts (Windows)
• 
  Problem with balancing Chase Manage Brokerage Account

  Closed Gary Lee Ashford 270 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 337 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 70 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 44 views 3 comments -1 point Most recent by Wighty44 March 2025Download, Add/Update Accounts (Windows)
• 
  Please fix the problems with Bright Directions

  Closed ENS 40 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)
• 
  How do I remove Web Connect so I can use a different method

  Answered ✓ Closed settonull 383 views 4 comments 0 points Most recent by settonull February 2025Errors and Troubleshooting (Windows)
• 
  CC-503 Synchrony

  Closed System 189 views 20 comments 0 points Most recent by keytides February 2025Errors and Troubleshooting (Windows)