Accounts

Discussion List

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  Schwab Download - Mac software upgrade glitch

  Closed RSaw 41 views 2 comments 0 points Most recent by Quicken Jasmine March 2025Errors and Troubleshooting (Mac)
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  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)
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  Anyone able to connect to Live Oak Bank this week?

  Closed jasonpbyu 195 views 8 comments 0 points Most recent by Quicken Jasmine March 2025Errors and Troubleshooting (Windows)
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  Bank of America Health Accounts CC-502

  Closed Greg Brown 31 views 5 comments 0 points Most recent by Quicken Jasmine March 2025Download, Add/Update Accounts (Windows)
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  Incorrect Customer ID on an Account

  Answered Closed David Zigler 31 views 4 comments 0 points Most recent by Quicken Jasmine March 2025Download, Add/Update Accounts (Windows)
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  Coinbase API for Online Setup?

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

  Closed darellm45 234 views 1 comment 0 points Most recent by Quicken Jasmine March 2025Download, Add/Update Accounts (Windows)
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  Still receiving notification to review downloaded transactions even when there aren't any

  Closed Greg Brown 375 views 29 comments 0 points Most recent by Randy 415 March 2025Download, Add/Update Accounts (Windows)
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  Truist is working in one step update on classic quicken buts fails sync to web cc-601

  Answered Closed bparts 221 views 12 comments 0 points Most recent by Quicken Kristina March 2025Errors and Troubleshooting (Windows)
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  ETA for the CitiBank Download Outage 3-7-25 Ongoing

  Answered Closed Rick8 81 views 4 comments 0 points Most recent by Quicken Jasmine March 2025Errors and Troubleshooting (Windows)
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  Move Accounts from Business Banking Category to "non Business" Banking Category

  Answered ✓ Closed ChasPA 87 views 4 comments 0 points Most recent by ChasPA March 2025Errors and Troubleshooting (Windows)
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  One-Step update still doesn't work for California Coast Credit Union (CCCU)

  Closed PhotoCitizen 477 views 21 comments 1 point Most recent by MJ-san March 2025Download, Add/Update Accounts (Windows)
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  Problem with balancing Chase Manage Brokerage Account

  Closed Gary Lee Ashford 278 views 5 comments 0 points Most recent by Gary Lee Ashford March 2025Download, Add/Update Accounts (Windows)
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  Having trouble downloading transactions from Huntington

  Closed scottaffi 332 views 2 comments 0 points Most recent by Quicken Jasmine March 2025Download, Add/Update Accounts (Windows)
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  Payees download with date now

  Closed System 22 views 3 comments 0 points Most recent by Quicken Jasmine March 2025Download, Add/Update Accounts (Windows)
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  One Step Update not working for Crate and Barrel (Synchrony) account -- error CC-929

  Closed Richard_Dill 64 views 5 comments 0 points Most recent by Quicken Jasmine March 2025Errors and Troubleshooting (Windows)
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  ONGOING TD Bank Issues since Aug 2024 (Ticket #11249819) - Status?

  Answered Closed Wighty44 41 views 3 comments -1 point Most recent by Wighty44 March 2025Download, Add/Update Accounts (Windows)
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  Please fix the problems with Bright Directions

  Closed ENS 31 views 1 comment 0 points Most recent by Quicken Jasmine March 2025Errors and Troubleshooting (Mac)
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  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)
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  How do I remove Web Connect so I can use a different method

  Answered ✓ Closed settonull 404 views 4 comments 0 points Most recent by settonull February 2025Errors and Troubleshooting (Windows)
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  CC-503 Synchrony

  Closed System 194 views 20 comments 0 points Most recent by keytides February 2025Errors and Troubleshooting (Windows)
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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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  Quicksilver/Capital One showing up as savings

  Answered Closed kookykrazee 22 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 181 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 185 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 43 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)