Accounts

Discussion List

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  Fidelity Updates Still Broken after Update

  Closed extravoice 3.9K views 164 comments 2 points Most recent by qudtp February 15Download, Add/Update Accounts (Windows)
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  Connectivity Gaps with Modern Financial Institutions – Is Quicken’s Aggregation Strategy Evolving?

  Closed xriley75 100 views 8 comments 3 points Most recent by Chris_QPW February 15Download, Add/Update Accounts (Mac)
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  Account Specific automatic renaming, category assignment, etc. [Edited] + 46 Legacy votes

  Under Consideration JohnnyMac 260 views 23 comments 8 points Most recent by Quicken Kristina February 14Manage Accounts and Transactions
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  33
  Like to be able to sync foreign accounts/currencies with Quicken Mobile (85 Legacy Votes)

  Planned Quicken Community 3.8K views 87 comments 33 points Most recent by Saunders-Nazareth February 14Ideas for Mobile
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  Fidelity Visa

  Closed Steve Sexson 41 views 8 comments 1 point Most recent by Quicken Kristina February 13Download, Add/Update Accounts (Windows)
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  What has become of years of data from my stocks, bonds, savings and checking accounts?

  Answered Closed Sis 56 views 2 comments 0 points Most recent by drsmith February 12Using Quicken on the Web
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  Why won't Quicken just work?

  Closed Warhawk 51 views 4 comments 0 points Most recent by Randy 415 February 12Download, Add/Update Accounts (Windows)
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  ONGOING 2/10/26 Discover Accounts Need to Connect to Capital One - FDP-324

  Quicken Janean 327 views 2 comments -2 points Most recent by Quicken Alyssa February 10Alerts, Online Banking & Known Product Issues
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  Separation of investments within Quicken for Windows

  Already Offered mplansky 34 views 1 comment 1 point Most recent by Jim_Harman February 9Display/UI
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  Creating a new Quicken file. How to download ONLY 2026 transactions when adding a new account?

  Answered ✓ Closed scfrank 52 views 3 comments 0 points Most recent by scfrank February 8Download, Add/Update Accounts (Windows)
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  Can't Connect to US Bank and Wells Fargo

  Answered Closed wrnoof 39 views 1 comment 0 points Most recent by NotACPA February 6Quicken LifeHub FAQs
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  My main page with my accounts is gone.

  Closed Tony Luers 40 views 5 comments 0 points Most recent by splasher February 5Errors and Troubleshooting (Windows)
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  Group accounts list by Bank

  Reviewed web 23 views 0 comments 2 points Most recent by web February 5Display/UI
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  Quicken STILL creating bogus opening balance transactions

  Closed deliusfan 110 views 9 comments 1 point Most recent by tckexpat February 4Errors and Troubleshooting (Windows)
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  Need to change credit card # on account without syncing to the Cloud

  Answered Closed Maressa 25 views 6 comments 0 points Most recent by Quicken Kristina February 3Registers & Transactions (Windows)
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  Transactions downloading to wrong account

  Closed andcbii 33 views 3 comments 0 points Most recent by Quicken Kristina February 2Download, Add/Update Accounts (Windows)
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  How to back out and start over with new Quicken desktop

  Answered Closed lakeside339 78 views 3 comments 0 points Most recent by lakeside339 February 2Errors and Troubleshooting (Windows)
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  1
  Track funds lent to others and paid back with interest [Edited]

  Already Offered Korgano109 14 views 1 comment 1 point Most recent by Jim_Harman January 31Manage Accounts and Transactions
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  Linked checking account severed.

  Closed User882232 18 views 0 comments 0 points Most recent by User882232 January 29Errors and Troubleshooting (Windows)
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  Why am I unable to add another bank account to my Classic Premier account?

  Answered Closed Debra2025 37 views 4 comments -1 point Most recent by Quicken Anja January 28Download, Add/Update Accounts (Windows)
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  Download from Discover Personal Loan

  Closed kknj 18 views 2 comments 0 points Most recent by Quicken Alyssa January 26Download, Add/Update Accounts (Windows)
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  Why is an account not set up to download transactions asking me to download transactions?

  Answered Closed Michael Rosen 50 views 7 comments 0 points Most recent by Michael Rosen January 25Download, Add/Update Accounts (Windows)
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  Connect More Than One Quicken Data File, Including Files Under a Different Quicken Account [Edited]

  Reviewed BernerDad 76 views 3 comments 3 points Most recent by bgglendale January 25Ideas for Quicken LifeHub
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  Accounts List Searching

  Closed Jonas & Theresa Kemp 24 views 1 comment 0 points Most recent by Quicken Kristina January 23Errors and Troubleshooting (Windows)
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  NYSaves 529 Online Account Setup FINALLY Working In Quicken!

  Closed Misterbill 121 views 4 comments 0 points Most recent by Quicken Anja January 23Download, Add/Update Accounts (Windows)
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  Column sizing issue

  Closed David15 44 views 4 comments 0 points Most recent by Quicken Anja January 23Registers & Transactions (Windows)
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  RESOLVED 1/22/26 Multiple Banks - OFX (Direct Connect) connection issues (delayed)

  Quicken Janean 1.6K views 5 comments 1 point Most recent by Quicken Anja January 22Alerts, Online Banking & Known Product Issues
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  Stifel Wealth Tracker and cc-501 error adding account

  Closed comet1972 21 views 1 comment 0 points Most recent by Quicken Alyssa January 22Download, Add/Update Accounts (Windows)
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  Sub-Accounts for Retirement

  Closed Cyrano 82 views 11 comments 0 points Most recent by Jon January 20Investing (Mac)