Discussion List

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  Truist is working in one step update on classic quicken buts fails sync to web cc-601

  Answered bparts 92 views 12 comments 0 points Most recent by Quicken Kristina March 10Errors and Troubleshooting (Windows)
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  ETA for the CitiBank Download Outage 3-7-25 Ongoing

  Answered Rick8 77 views 4 comments 0 points Most recent by Quicken Jasmine March 10Errors and Troubleshooting (Windows)
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  Move Accounts from Business Banking Category to "non Business" Banking Category

  Answered ✓ ChasPA 41 views 4 comments 0 points Most recent by ChasPA March 10Errors and Troubleshooting (Windows)
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  One-Step update still doesn't work for California Coast Credit Union (CCCU)

  PhotoCitizen 388 views 21 comments 1 point Most recent by MJ-san March 9Download, Add/Update Accounts (Windows)
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  Problem with balancing Chase Manage Brokerage Account

  Gary Lee Ashford 95 views 5 comments 0 points Most recent by Gary Lee Ashford March 6Download, Add/Update Accounts (Windows)
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  Having trouble downloading transactions from Huntington

  scottaffi 29 views 2 comments 0 points Most recent by Quicken Jasmine March 6Download, Add/Update Accounts (Windows)
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  Payees download with date now

  System 22 views 3 comments 0 points Most recent by Quicken Jasmine March 6Download, Add/Update Accounts (Windows)
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  Separate Business Grouping for Sidebar Accounts for Mac Personal & Business

  Answered ✓ user14062 27 views 2 comments 0 points Most recent by user14062 March 5Registers & Transactions (Mac)
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  One Step Update not working for Crate and Barrel (Synchrony) account -- error CC-929

  Richard_Dill 39 views 5 comments 0 points Most recent by Quicken Jasmine March 5Errors and Troubleshooting (Windows)
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  ONGOING TD Bank Issues since Aug 2024 (Ticket #11249819) - Status?

  Answered Wighty44 33 views 3 comments -1 point Most recent by Wighty44 March 4Download, Add/Update Accounts (Windows)
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  Please fix the problems with Bright Directions

  ENS 27 views 1 comment 0 points Most recent by Quicken Jasmine March 3Errors and Troubleshooting (Mac)
• 
  CC-501 - R61.21 - Windows 11

  AnnieOne 73 views 2 comments 0 points Most recent by Quicken Jasmine March 3Download, Add/Update Accounts (Windows)
• 
  Merged: Vanguard Downloads

  Closed Andersod 2.3K views 0 comments 10 points Most recent by CraigNTX March 1Download, Add/Update Accounts (Mac)
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  Memorized Transactions or Renaming Rules by Account (2 Merged Votes)

  Under Consideration Jan Burch 1.4K views 40 comments 44 points Most recent by UKR March 1Manage Accounts and Transactions
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  How do I remove Web Connect so I can use a different method

  Answered ✓ settonull 52 views 4 comments 0 points Most recent by settonull February 28Errors and Troubleshooting (Windows)
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  CC-503 Synchrony

  System 164 views 20 comments 0 points Most recent by keytides February 28Errors and Troubleshooting (Windows)
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  One step update not working on Vanguard and Fidelity

  Answered rjbeckwith 199 views 2 comments 0 points Most recent by rjbeckwith February 27Download, Add/Update Accounts (Windows)
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  Retire All Years Except for Current Year and Seven Years Prior

  New SSTOUT4 30 views 1 comment 2 points Most recent by NotACPA February 27Backups and File Conversions
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  Treasury Direct - add new account fails

  geostone1 40 views 3 comments 0 points Most recent by Quicken Jasmine February 27Download, Add/Update Accounts (Mac)
• 
  Quicksilver/Capital One showing up as savings

  Answered kookykrazee 19 views 3 comments 0 points Most recent by UKR February 27Download, Add/Update Accounts (Windows)
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  Merged: Reset Vanguard account leads to blank screen and Quicken freezes

  Closed Tominator 24 views 0 comments 0 points Most recent by Djb1990 February 27Download, Add/Update Accounts (Windows)
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  Capital One freezes when updating

  inman 173 views 18 comments 0 points Most recent by inman February 27Download, Add/Update Accounts (Windows)
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  Account Specific automatic renaming, category assignment, etc. [Edited] (Q Mac)

  Reviewed JohnnyMac 62 views 7 comments 1 point Most recent by Chris_QPW February 26Manage Accounts and Transactions
• 
  Roth IRA incorrect, using simple positions

  Closed slemay2 42 views 2 comments 0 points Most recent by Chris_QPW February 26Investing (Windows)
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  NetXInvestor / Pershing 0L-297-A - Intermittent errors since December 2024

  Closed kenlevy 33 views 1 comment 0 points Most recent by Quicken Jasmine February 26Download, Add/Update Accounts (Windows)
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  OneStep update unreliable especially for brokerage accounts

  Closed SteveK2021 48 views 2 comments 0 points Most recent by Quicken Jasmine February 26Download, Add/Update Accounts (Windows)
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  0L-295-A Error when trying to connect Quicken Classic Business & Personal to First Hawaiian Bank

  Closed JDA_OGG 14 views 1 comment 0 points Most recent by Quicken Jasmine February 25Download, Add/Update Accounts (Windows)
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  Online Balance - Reconciling is Frustrating

  Answered Closed gambit.xmn 32 views 2 comments 0 points Most recent by NotACPA February 25Errors and Troubleshooting (Windows)
• 
  USAA Checking downloads but doesn't show on Accounts list

  Answered Closed HHObregon 20 views 2 comments 0 points Most recent by Quicken Jasmine February 24Download, Add/Update Accounts (Windows)
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  Merged: Vanguard account Transaction dimmed an no history after re-connecting

  Closed PQuincy 25 views 0 comments 0 points Most recent by Quicken Jasmine February 24Download, Add/Update Accounts (Mac)