Accounts

Discussion List

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  FDP-106 Sofi

  Closed System 34 views 2 comments 0 points Most recent by Quicken Jasmine February 2025Errors and Troubleshooting (Mac)
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  Bank of Montreal (BMO) - Still having problem downloading transactions on my Line of Credit (LOC)

  Closed FrancoisB 46 views 1 comment 0 points Most recent by Quicken Jasmine February 2025All Things Canadian (Mac)
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  For those who were asking: CIBC does use Quicken Connect now

  Closed Gilles9 64 views 1 comment 0 points Most recent by Quicken Jasmine February 2025All Things Canadian (Mac)
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  Not sure if my problem is the same as: UPDATE! 1/27/25 Multiple FIs - FDP-101/FDP-103, CC-501/CC-503

  Answered ✓ Closed PlsTellMeHowToDoThis 116 views 4 comments 0 points Most recent by Quicken Jasmine February 2025Download, Add/Update Accounts (Windows)
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  Citibank Connection Issue

  Closed brdannelly 169 views 9 comments 0 points Most recent by Quicken Kristina February 2025Errors and Troubleshooting (Windows)
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  Optum Bank HSA downloads

  Closed christinaund 696 views 4 comments 1 point Most recent by jacobs February 2025Errors and Troubleshooting (Mac)
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  Schools First FCU CC-503 Error Resolved

  Closed mark1130 425 views 25 comments -1 point Most recent by bgugliel January 2025Errors and Troubleshooting (Windows)
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  Can't Add Morgan Stanley Private Bank CD Account

  Closed Jan G 230 views 3 comments 0 points Most recent by Quicken Kristina January 2025Download, Add/Update Accounts (Windows)
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  Separate accounts for different tenants' security deposits

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

  Answered Closed rhalexda 345 views 20 comments 0 points Most recent by mshiggins January 2025Business and Rental Property Tools (Windows)
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  MacOS Quicken - OFX Import - Match Using BANKTRNS

  Answered Closed bash 179 views 7 comments 0 points Most recent by Chris_QPW January 2025File Conversion and Backup (Mac)
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  How to add Prudential Insurance policy

  Answered ✓ Closed IanRowlands 160 views 9 comments 0 points Most recent by BK January 2025Registers & Transactions (Mac)
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  Does anyone know if the problem with PayPal Credit card has ever being resolved?

  Answered Closed ErnieV 26 views 1 comment 0 points Most recent by Quicken Jasmine January 2025Download, Add/Update Accounts (Windows)
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  How to connect to Nationwide to add annuity?

  Answered Closed IanRowlands 54 views 1 comment 0 points Most recent by Quicken Jasmine January 2025Download, Add/Update Accounts (Mac)
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  Show Account Description in header with Account Name in account view

  Reviewed Greg T 57 views 2 comments 5 points Most recent by UserDavidC January 2025Display/UI
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  Struggling to add mortgage from Northern Trust

  Closed IanRowlands 44 views 4 comments 0 points Most recent by IanRowlands January 2025New to Quicken/Getting Started (Mac)
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  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)
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  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)
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  Can Quicken please add Openbank by Santander Bank to the list of institutions to connect to?

  Answered Closed wblogan 844 views 1 comment 2 points Most recent by UKR January 2025Download, Add/Update Accounts (Windows)
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  Chartway Fed Credit Union Error

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

  Closed Richard K 83 views 2 comments 0 points Most recent by UKR January 2025Budgeting and Planning Tools (Windows)
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  Wealthfront not connecting as of today 12/17/24

  Closed christinaund 412 views 27 comments 1 point Most recent by Quicken Anja January 2025Download, Add/Update Accounts (Mac)
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  Regions not Downloading

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

  Closed bmilewski82 471 views 18 comments 1 point Most recent by rpluoma January 2025Errors and Troubleshooting (Mac)
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  Cannot Rearrange Accounts in Register Sidebar

  Closed haroldf747 220 views 4 comments 0 points Most recent by NoCouth January 2025Errors and Troubleshooting (Windows)
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  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)
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  Roth 401(k) account not listed for after-tax deduction on paycheck: A workaround

  Closed nick.koch 70 views 1 comment 0 points Most recent by Quicken Jasmine January 2025Errors and Troubleshooting (Windows)
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  Any Update on Synchrony Savings and Discover Card Not Being Able To Add Accounts?

  Closed NLT 143 views 7 comments 0 points Most recent by Quicken Anja January 2025Download, Add/Update Accounts (Windows)
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  Import transactions from bank option

  Answered ✓ Closed jackk8888 175 views 6 comments 0 points Most recent by Boatnmaniac January 2025Download, Add/Update Accounts (Windows)