Accounts

Discussion List

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  Unable to Link PennyMac Account to Existing Quicken Account

  Closed MSStateDawg 157 views 6 comments 0 points Most recent by MSStateDawg January 2025Download, Add/Update Accounts (Windows)
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  Tried to link Parnassus investment account, shows $0.00 value. What now?

  Closed bananalei 44 views 0 comments 0 points Most recent by bananalei January 2025New to Quicken/Getting Started (Mac)
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  Download problems with First National Bank - Granbury

  Closed Anthony leone 63 views 4 comments 0 points Most recent by Anthony leone January 2025Download, Add/Update Accounts (Windows)
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  Starting New File and Linking Accounts - Can I limit dates for account data

  Closed mack4 160 views 1 comment 0 points Most recent by Quicken Jasmine January 2025File Conversion and Backup (Windows)
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  lost transactions in the holdings list

  Answered Closed rclark174 22 views 3 comments 0 points Most recent by rclark174 January 2025Investing (Windows)
• 
  BoA incorrect password

  Closed System 26 views 2 comments 0 points Most recent by Quicken Jasmine January 2025Errors and Troubleshooting (Mac)
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  Quicken Crashes when trying to setup online banking with Citi Double Cash Card

  Closed Pong Ching 46 views 3 comments 0 points Most recent by Quicken Jasmine January 2025Download, Add/Update Accounts (Windows)
• 
  Why isn't the Tax Schedule button appearing on my

  Answered ✓ Closed DelrayCPA 71 views 3 comments 0 points Most recent by DelrayCPA January 2025Reports (Windows)
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  Cannot link Chase VISA credit cards

  Closed Earl Zier 538 views 38 comments 0 points Most recent by tribbiani January 2025Download, Add/Update Accounts (Windows)
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  Fidelity Net Benefits - Unable to add new account in Quicken

  Closed dkabq 165 views 1 comment 0 points Most recent by Quicken Jasmine December 2024Download, Add/Update Accounts (Windows)
• 
  Downloading error

  Answered Closed jfletch47 22 views 2 comments 0 points Most recent by Quicken Jasmine December 2024Errors and Troubleshooting (Windows)
• 
  can't update my Schwab accounts

  Closed Phil Feeney 13 views 1 comment 0 points Most recent by Quicken Jasmine December 2024Budgeting and Planning Tools (Windows)
• 
  Northwestern Mutual Down Again?

  Closed Jeff-GoHawks 86 views 2 comments 0 points Most recent by Quicken Jasmine December 2024Errors and Troubleshooting (Mac)
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  Multiple accounts with USAA, not getting credit card info in my wife's name

  Closed Jim Dirkes 72 views 3 comments 0 points Most recent by Quicken Jasmine December 2024Download, Add/Update Accounts (Mac)
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  Bank of Montreal (BMO) - Problem downloading transactions on my Line of Credit (LOC)

  Closed FrancoisB 52 views 2 comments 0 points Most recent by Quicken Jasmine December 2024All Things Canadian (Mac)
• 
  "Show cash in a checking account"

  Answered ✓ Closed Jeff18@ 236 views 9 comments 0 points Most recent by Quicken Jasmine December 2024Investing (Windows)
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  Quicken direct connect issue with Truist Bank

  Closed joebuckfromTX 804 views 8 comments 0 points Most recent by widomj@ December 2024Download, Add/Update Accounts (Windows)
• 
  accounts export

  Answered ✓ Closed DSPatrick 101 views 6 comments 0 points Most recent by DSPatrick December 2024Download, Add/Update Accounts (Windows)
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  Fidelity Credit Card connection fail

  Closed rmason1 12 views 1 comment 0 points Most recent by Quicken Jasmine December 2024Errors and Troubleshooting (Windows)
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  Franklin Templeton 529 has moved to a new platform. When will Quicken provide a connection to this?

  Answered Closed cabnd00 113 views 3 comments 0 points Most recent by Quicken Jasmine December 2024Download, Add/Update Accounts (Mac)
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  Account sidebar with negative balance but register is positive

  Answered Closed 45MPHK9 90 views 7 comments 0 points Most recent by UKR December 2024Errors and Troubleshooting (Windows)
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  5

  Up
  Get Rid of ZERO Balance Nag Window

  Reviewed wayne116 53 views 1 comment 5 points Most recent by Quicken Kristina December 2024Manage Accounts and Transactions
• 
  1

  Up
  Closeout Process

  Reviewed BBouquet 76 views 2 comments 1 point Most recent by BBouquet December 2024Product Enhancements
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  Sam's Club Card at Synchrony cannot be set up for download CC-503

  Closed roberthenry 200 views 1 comment 0 points Most recent by Quicken Jasmine December 2024Download, Add/Update Accounts (Windows)
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  Latest update - accounts update but no transactions pull down

  Closed theblantons 116 views 5 comments 0 points Most recent by Quicken Jasmine December 2024Download, Add/Update Accounts (Windows)
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  How I got some Synchrony Accounts (e.g. J Crew) to work with Quicken

  Closed Emily317 408 views 8 comments 4 points Most recent by Quicken Jasmine December 2024Download, Add/Update Accounts (Windows)
• 
  Schools First Credit Union

  Closed Papaloco 68 views 1 comment 0 points Most recent by Quicken Jasmine December 2024Download, Add/Update Accounts (Mac)
• 
  FDP-101 with Truist

  Closed System 76 views 4 comments 0 points Most recent by Quicken Kristina December 2024Errors and Troubleshooting (Mac)