Accounts

Discussion List

• 
  Can't Add Morgan Stanley Private Bank CD Account

  Closed Jan G 210 views 3 comments 0 points Most recent by Quicken Kristina January 2025Download, Add/Update Accounts (Windows)
• 
  1

  Up
  Separate accounts for different tenants' security deposits

  Reviewed citynomad 41 views 0 comments 1 point Started by citynomad January 2025 Rental Property and Business Tools
• 
  How do I get quicken to separate transactions according to each business, instead of lumping them to

  Answered Closed rhalexda 336 views 20 comments 0 points Most recent by mshiggins January 2025Business and Rental Property Tools (Windows)
• 
  MacOS Quicken - OFX Import - Match Using BANKTRNS

  Answered Closed bash 176 views 7 comments 0 points Most recent by Chris_QPW January 2025File Conversion and Backup (Mac)
• 
  How to add Prudential Insurance policy

  Answered ✓ Closed IanRowlands 152 views 9 comments 0 points Most recent by BK January 2025Registers & Transactions (Mac)
• 
  Does anyone know if the problem with PayPal Credit card has ever being resolved?

  Answered Closed ErnieV 22 views 1 comment 0 points Most recent by Quicken Jasmine January 2025Download, Add/Update Accounts (Windows)
• 
  How to connect to Nationwide to add annuity?

  Answered Closed IanRowlands 52 views 1 comment 0 points Most recent by Quicken Jasmine January 2025Download, Add/Update Accounts (Mac)
• 
  5

  Up
  Show Account Description in header with Account Name in account view

  Reviewed Greg T 56 views 2 comments 5 points Most recent by UserDavidC January 2025Display/UI
• 
  Struggling to add mortgage from Northern Trust

  Closed IanRowlands 43 views 4 comments 0 points Most recent by IanRowlands January 2025New to Quicken/Getting Started (Mac)
• 
  Pentagon Federal Credit Union FDP-102 error

  Closed System 62 views 7 comments 0 points Most recent by Quicken Kristina January 2025Download, Add/Update Accounts (Mac)
• 
  BlueCross BlueShield of Illinois AND Citizens Bank

  Closed James118 124 views 5 comments 0 points Most recent by Quicken Anja January 2025Errors and Troubleshooting (Windows)
• 
  Can Quicken please add Openbank by Santander Bank to the list of institutions to connect to?

  Answered Closed wblogan 804 views 1 comment 2 points Most recent by UKR January 2025Download, Add/Update Accounts (Windows)
• 
  Chartway Fed Credit Union Error

  Closed jeffu 123 views 5 comments 1 point Most recent by Quicken Kristina January 2025Download, Add/Update Accounts (Mac)
• 
  Ideas for budgeting and accounts

  Closed Richard K 81 views 2 comments 0 points Most recent by UKR January 2025Budgeting and Planning Tools (Windows)
• 
  Wealthfront not connecting as of today 12/17/24

  Closed christinaund 405 views 27 comments 1 point Most recent by Quicken Anja January 2025Download, Add/Update Accounts (Mac)
• 
  Regions not Downloading

  Answered ✓ Closed Tman 9.4K views 234 comments 2 points Most recent by Ewm101 January 2025Download, Add/Update Accounts (Windows)
• 
  Investor 360 OFX Error: 16503 (QMAC)

  Closed bmilewski82 468 views 18 comments 1 point Most recent by rpluoma January 2025Errors and Troubleshooting (Mac)
• 
  Cannot Rearrange Accounts in Register Sidebar

  Closed haroldf747 216 views 4 comments 0 points Most recent by NoCouth January 2025Errors and Troubleshooting (Windows)
• 
  Quicken mobile has two stocks incorrect from Quicken

  Answered Closed marrdrm1971 163 views 7 comments 0 points Most recent by Quicken Jasmine January 2025Errors and Troubleshooting (Quicken on the Web)
• 
  Roth 401(k) account not listed for after-tax deduction on paycheck: A workaround

  Closed nick.koch 66 views 1 comment 0 points Most recent by Quicken Jasmine January 2025Errors and Troubleshooting (Windows)
• 
  Any Update on Synchrony Savings and Discover Card Not Being Able To Add Accounts?

  Closed NLT 138 views 7 comments 0 points Most recent by Quicken Anja January 2025Download, Add/Update Accounts (Windows)
• 
  Import transactions from bank option

  Answered ✓ Closed jackk8888 173 views 6 comments 0 points Most recent by Boatnmaniac January 2025Download, Add/Update Accounts (Windows)
• 
  CC 501 First Florida Credit Union

  Closed F101Medic 61 views 4 comments 0 points Most recent by Quicken Jasmine January 2025Errors and Troubleshooting (Windows)
• 
  Truist - What is going on with you????? Intermittent OL-295/16503 errors [Edited]

  Closed Michael Routhier 461 views 31 comments 1 point Most recent by Quicken Jasmine January 2025Download, Add/Update Accounts (Windows)
• 
  Error During Sync (Closed without resolotion)

  Closed redteampython 31 views 1 comment 0 points Most recent by Quicken Jasmine January 2025Registers & Transactions (Windows)
• 
  Can not add MortgageQuestions account error "try again later"

  Closed john709 22 views 1 comment 0 points Most recent by Quicken Jasmine January 2025Download, Add/Update Accounts (Mac)
• 
  1

  Up
  Suggesting Automatic Statement attachment

  Reviewed Eric Schechter 52 views 0 comments 1 point Started by Eric Schechter January 2025 Manage Accounts and Transactions
• 
  Credit card txns sporadically missing for Chase and Capital One

  Closed oakgrrl 112 views 4 comments 0 points Most recent by oakgrrl January 2025Registers & Transactions (Windows)
• 
  Editing OneStep Update Accounts

  Answered ✓ Closed Badger51 201 views 6 comments 0 points Most recent by UKR January 2025Download, Add/Update Accounts (Windows)