Accounts

Discussion List

• 
  2

  Up
  Add a semi-automated way to clean-up/remove older data [Edited]

  Reviewed Tom Auer 362 views 12 comments 2 points Most recent by Tom Auer February 2025Manage Accounts and Transactions
• 
  One bank account is showing up twice under banking [Edited]

  Answered Closed degoertzen 157 views 4 comments 0 points Most recent by degoertzen February 2025Download, Add/Update Accounts (Windows)
• 
  Holdings show a mutual fund with 0 shares, 0 market value, how to get rid of it?

  Answered Closed jdigital 130 views 6 comments 0 points Most recent by Quicken Jasmine February 2025Investing (Windows)
• 
  Downloading for banks & credits cards not working since recent update

  Closed KMacneal 104 views 4 comments 0 points Most recent by Quicken Jasmine February 2025Errors and Troubleshooting (Windows)
• 
  Message re "Online session" at startup and shut down of Quicken

  Closed Doug 91 views 4 comments 0 points Most recent by Quicken Kristina February 2025Errors and Troubleshooting (Windows)
• 
  Difficulty connecting new account - Vanguard

  Closed GermanBlueRam 168 views 2 comments 0 points Most recent by Quicken Kristina February 2025Download, Add/Update Accounts (Windows)
• 
  Hide an Account from the Register

  Answered Closed Mom22cats 259 views 10 comments 0 points Most recent by Mom22cats February 2025Registers & Transactions (Windows)
• 
  Citibank Online Balance incorrect

  Closed Jan G 25 views 1 comment 0 points Most recent by Quicken Kristina February 2025Registers & Transactions (Windows)
• 
  0

  Up
  Credit Card Balance Due Download

  Reviewed starpal 55 views 1 comment 0 points Most recent by Tom Young February 2025Paying Bills, Online Billers & Reminders
• 
  2

  Up
  Brokerage Account - allow user to LIMIT which Securities Available for each Account

  Reviewed ftcnative 164 views 8 comments 2 points Most recent by NotACPA February 2025Investments
• 
  What sort of account do I use to create intermittent payments?

  Answered Closed Rod F. 74 views 3 comments 0 points Most recent by nmestanas February 2025Download, Add/Update Accounts (Windows)
• 
  Online Billers Not Working

  Answered ✓ Closed JADY0120$ 140 views 3 comments 0 points Most recent by Quicken Jasmine February 2025Paying Bills, Online Billers & Reminders (Windows)
• 
  Venmo best practice

  Closed Dolphind23 1.6K views 6 comments 0 points Most recent by Quicken Jasmine February 2025Download, Add/Update Accounts (Windows)
• 
  How did I end up ith 2 account files for 1 bank account when migrating a 2013 backup file?

  Answered Closed SetSee 202 views 7 comments 0 points Most recent by Boatnmaniac February 2025Download, Add/Update Accounts (Windows)
• 
  Quicken does not auto reconcile accounts after transaction download and match

  Answered Closed Tom Basenji 64 views 1 comment 0 points Most recent by Chris_QPW February 2025Download, Add/Update Accounts (Windows)
• 
  Can I search for a term/number in all accounts at once in Quicken for Mac

  Answered Closed MurrayJ 157 views 5 comments 1 point Most recent by RickO February 2025Registers & Transactions (Mac)
• 
  etrade bonds not downloading

  Closed jeffdai@ 35 views 2 comments 0 points Most recent by Quicken Jasmine February 2025Investing (Windows)
• 
  Bills says T-Mobile account is locked. It isn't.

  Closed Craig Hollister 82 views 3 comments 0 points Most recent by Quicken Jasmine February 2025Paying Bills, Online Billers & Reminders (Windows)
• 
  Quicken stopped updating my Schwab accounts in January

  Closed Rich Salter 33 views 2 comments 0 points Most recent by Quicken Jasmine February 2025Download, Add/Update Accounts (Windows)
• 
  Manually adjust market value of main home

  Answered ✓ Closed treasur2 266 views 4 comments 0 points Most recent by NotACPA February 2025Registers & Transactions (Windows)
• 
  Quicken "We couldn't get information about Citi Cards/Citibank" message

  Closed dkabq 72 views 6 comments 0 points Most recent by Quicken Anja February 2025Download, Add/Update Accounts (Windows)
• 
  UPDATE! 2/5/25 Nationwide Annuity, Insurance, or Retirement - $0 Account Balance

  Closed bmilewski82 128 views 2 comments 2 points Most recent by Quicken Jasmine February 2025Download, Add/Update Accounts (Mac)
• 
  OFX Error: 16503

  Closed mok4 176 views 1 comment 0 points Most recent by Quicken Jasmine February 2025Download, Add/Update Accounts (Mac)
• 
  USAA CC-506

  Closed wrldtvlr 666 views 64 comments 1 point Most recent by Quicken Kristina February 2025Download, Add/Update Accounts (Windows)
• 
  ULTA Beauty CC-503 [Win]

  Closed MSStateDawg 191 views 14 comments 0 points Most recent by Quicken Jasmine February 2025Download, Add/Update Accounts (Windows)
• 
  Ulta Beauty FDP-103 [Mac]

  Closed System 33 views 5 comments 0 points Most recent by Quicken Jasmine February 2025Errors and Troubleshooting (Mac)
• 
  Investor360 Errors (QWIN)

  Answered ✓ Closed Deb1507 1.5K views 60 comments 1 point Most recent by Quicken Kristina February 2025Download, Add/Update Accounts (Windows)
• 
  Prior ending statement date

  Closed Steve Sprauer 529 views 16 comments 0 points Most recent by Quicken Kristina February 2025Errors and Troubleshooting (Windows)
• 
  Quicken LifeHub not updating account names that were changed in QMac

  System 143 views 8 comments 0 points Most recent by Quicken Kristina February 2025Using Quicken LifeHub
• 
  Citicard transactions downloading to incorrect Quicken file

  Answered ✓ Closed GA Hiker 217 views 17 comments 0 points Most recent by GA Hiker February 2025Download, Add/Update Accounts (Windows)