Accounts

Discussion List

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  One step update not working on Vanguard and Fidelity

  Answered Closed rjbeckwith 215 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 42 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 94 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 24 views 3 comments 0 points Most recent by UKR February 2025Download, Add/Update Accounts (Windows)
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  Capital One freezes when updating

  Closed inman 186 views 18 comments 0 points Most recent by inman February 2025Download, Add/Update Accounts (Windows)
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  Roth IRA incorrect, using simple positions

  Closed slemay2 62 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 181 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 42 views 2 comments 0 points Most recent by Quicken Jasmine 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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  0L-295-A Error when trying to connect Quicken Classic Business & Personal to First Hawaiian Bank

  Closed JDA_OGG 16 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 33 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 25 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)
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  Merged: OL-295-A error

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

  Closed slips 284 views 2 comments 1 point Most recent by Boatnmaniac February 2025Download, Add/Update Accounts (Mac)
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  Fidelity Balance Incorrect

  Closed System 12 views 2 comments 0 points Most recent by Quicken Jasmine February 2025Download, Add/Update Accounts (Mac)
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  Merged: Vanguard Downloads

  Closed Andersod 2.3K views 0 comments 10 points Most recent by CraigNTX February 2025Download, Add/Update Accounts (Mac)
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  Phantom amount added in one account

  Answered ✓ Closed schmieg 155 views 10 comments 0 points Most recent by Quicken Anja February 2025Errors and Troubleshooting (Mobile)
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  Quicken is slow to load since late last week (1/17/25)

  Closed Chuck56 308 views 13 comments 0 points Most recent by Rensalier February 2025Errors and Troubleshooting (Windows)
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  Can't download Synchrony Walgreens Mastercard transactions

  Closed Richard Roll 71 views 7 comments 0 points Most recent by Quicken Kristina February 2025Download, Add/Update Accounts (Mac)
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  Voya balance zero

  Answered Closed jobdoctor 151 views 3 comments 0 points Most recent by Quicken Anja February 2025Errors and Troubleshooting (Windows)
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  Merged: Vanguard access failed today with OSU, error occurred w/o any error #

  Closed BC Meyer 1 view 0 comments 0 points Most recent by BC Meyer February 2025Errors and Troubleshooting (Windows)
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  Merged: Banks Not Syncing

  Closed kipick 11 views 0 comments 0 points Most recent by kipick February 2025Errors and Troubleshooting (Windows)
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  Won't update transactions

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

  Closed mgradnj 53 views 2 comments 0 points Most recent by Quicken Jasmine February 2025Download, Add/Update Accounts (Windows)
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  Citi not updating on the regular daily schedule anymore. Updates manually without issue.

  Closed System 45 views 4 comments 0 points Most recent by Quicken Kristina February 2025Download, Add/Update Accounts (Windows)
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  Linking Coinbase Bitcoin Wallet account in Quicken - Windows

  Answered Closed bobwiseman 296 views 6 comments 0 points Most recent by Quicken Kristina February 2025Investing (Windows)
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  Fixing Error Code 800

  Answered Closed AXA_USER 109 views 6 comments 0 points Most recent by Quicken Jasmine February 2025Errors and Troubleshooting (Windows)
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  One Step Update has stopped working / Windows 11, Quicken Deluxe R60.20, build 27.1.60.20

  Closed spetrozzi 295 views 7 comments 0 points Most recent by Quicken Jasmine February 2025Download, Add/Update Accounts (Windows)
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  Renasant Bank, Discover Card - Multiple download and connect problems.

  Closed dwkenner 96 views 3 comments 0 points Most recent by Quicken Jasmine February 2025Errors and Troubleshooting (Mac)