Accounts

Discussion List

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  Schwab - Multi usernames, individual accounts, joint accounts, retirement accounts

  Closed TMMac 349 views 7 comments 0 points Most recent by Quicken Anja March 2025Download, Add/Update Accounts (Windows)
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  Accounts not downloading

  Closed James R. Wilson 31 views 2 comments 0 points Most recent by jacobs March 2025Errors and Troubleshooting (Mac)
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  Connectivity issues adding new WebConnect accounts

  Closed jzahrndt 196 views 5 comments 1 point Most recent by Teddybaer1@ March 2025Download, Add/Update Accounts (Windows)
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  All transactions download in error

  Closed mriv01 51 views 4 comments 0 points Most recent by mriv01 March 2025Download, Add/Update Accounts (Windows)
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  US Bank "reporting connection issues" starting 3/9

  Closed spalt 67 views 9 comments 0 points Most recent by Quicken Jasmine March 2025Download, Add/Update Accounts (Windows)
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  Capital One - no option to "link to existing" account

  Closed sdean 207 views 6 comments 0 points Most recent by Quicken Anja March 2025Registers & Transactions (Windows)
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  Elan Financial Services (Fidelity credit cards) is reporting connection issues in OSU Summary

  Closed Brad95X 573 views 28 comments 0 points Most recent by Boatnmaniac March 2025Download, Add/Update Accounts (Windows)
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  Elan Visa yellow warning message after download but Elan is working now

  Closed quick20 31 views 3 comments 0 points Most recent by Quicken Jasmine March 2025Download, Add/Update Accounts (Windows)
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  Adding accounts Etrade & Empower

  Closed bnwbass 61 views 3 comments 0 points Most recent by Quicken Jasmine March 2025Download, Add/Update Accounts (Windows)
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  Amazon Store Card Account not downloading transactions

  Closed Bill Burge 61 views 3 comments 0 points Most recent by Quicken Jasmine March 2025Download, Add/Update Accounts (Windows)
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  Year end archive

  Closed waynes4680 239 views 4 comments 1 point Most recent by Quicken Jasmine March 2025File Conversion and Backup (Windows)
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  "Last download" Date/Time is missing for some Quicken accounts

  Answered ✓ Closed sjweiswasser 583 views 6 comments 0 points Most recent by Boatnmaniac March 2025Registers & Transactions (Windows)
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  Addition Financial "END_USER_ACTION_REQUIRED_AT_FI (FDP-108)" error

  Closed GS_IPC 72 views 6 comments 0 points Most recent by GS_IPC March 2025Errors and Troubleshooting (Mac)
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  No Response From Quicken Staff Help Desk

  Closed gtrace822 56 views 2 comments 0 points Most recent by Quicken Kristina March 2025Registers & Transactions (Windows)
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  Import of QFX file changes account currency to USD

  Answered Closed gammaphreak 54 views 7 comments 0 points Most recent by Chris_QPW March 2025Download, Add/Update Accounts (Windows)
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  Capital One 360 Not Updating

  Closed Tony Luers 344 views 15 comments 0 points Most recent by Quicken Anja March 2025Download, Add/Update Accounts (Windows)
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  Wealthscape Investor, transactions not downloading using Quicken Direct Connect

  Closed dmonte 450 views 15 comments 0 points Most recent by Quicken Jasmine March 2025Download, Add/Update Accounts (Windows)
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  Sears Mastercard To Be Replaced

  Closed Boatnmaniac 696 views 1 comment 0 points Most recent by Boatnmaniac March 2025Download, Add/Update Accounts (Windows)
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  I cannot download Paypal Mastercard transactions via One Step Update

  Closed Dave Kacoroski 370 views 22 comments 0 points Most recent by pyieh March 2025Download, Add/Update Accounts (Windows)
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  How to restore missing Check Pay Biller (Merchant/Account)

  Answered ✓ Closed David Fitzgerald 109 views 7 comments 0 points Most recent by Quicken Jasmine March 2025Paying Bills, Online Billers & Reminders (Windows)
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  Alliant Credit Union not downloading

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

  Up
  Add preferences to prevent closing and deleting accounts

  Reviewed Rocket J Squirrel 63 views 5 comments 5 points Most recent by Jim_Harman March 2025Manage Accounts and Transactions
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  T.Rowe Price not updating transactions since 01/23/2025

  Answered Closed Janine C Hanson 278 views 11 comments 0 points Most recent by mbinday March 2025Download, Add/Update Accounts (Windows)
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  TIAA/CREF Brokerage "add account" not working

  Answered Closed jeffreyjgray 84 views 2 comments 0 points Most recent by Quicken Kristina March 2025Download, Add/Update Accounts (Windows)
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  CC-501 across multiple banks

  Closed Vinay Gupta 25 views 1 comment 0 points Most recent by Quicken Jasmine March 2025Download, Add/Update Accounts (Windows)
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  Discover Card Connection Connection Issue?

  Answered Closed SteveV5551 77 views 7 comments 0 points Most recent by SteveV5551 March 2025Errors and Troubleshooting (Windows)