Accounts

Discussion List

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  Transfer, copy, or move accounts / transactions between data files

  Reviewed jrwilson13 31 views 1 comment 1 point Most recent by splasher March 12Manage Accounts and Transactions
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  Highlight Accounts/Transactions In Different Colors

  Reviewed whovian56 73 views 8 comments 6 points Most recent by Quicken Alyssa March 11Product Enhancements
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  Here is a workaround for the Bank of America transition to EWC+

  al_from_silicon_v 71 views 3 comments 0 points Most recent by Quicken Kristina March 10Download, Add/Update Accounts (Windows)
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  Allow use of current balance of credit card accounts for scheduled payment transaction (Q Mac)

  Reviewed bullbeast 227 views 5 comments 16 points Most recent by cmobergfell March 9Scheduled Transactions and Online Bills
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  Any ETA on resolution of CC-601 Error with Fidelity accounts/

  Answered Closed NiralS 39 views 1 comment 0 points Most recent by NotACPA March 8Download, Add/Update Accounts (Windows)
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  OnePay accounts

  Closed Rick @ Kansas 221 views 14 comments 1 point Most recent by Quicken Alyssa March 5Download, Add/Update Accounts (Windows)
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  Online Balance and Bank Balance Don't Match [Edited]

  Closed blue68qkn 42 views 4 comments 0 points Most recent by Quicken Alyssa March 5Registers & Transactions (Mac)
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  Comments for Bills

  New jljeeper 18 views 0 comments 2 points Most recent by jljeeper March 4Ideas for Windows Classic
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  Some of my paycheck splits are ending up duplicated in my register

  Answered Closed Michael Rosen 22 views 2 comments 0 points Most recent by Michael Rosen March 3Registers & Transactions (Windows)
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  Can't Connect to US Bank and Wells Fargo

  Answered Closed wrnoof 99 views 6 comments 0 points Most recent by Quicken Kristina March 3Download, Add/Update Accounts (Windows)
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  Account Intent - Add Insurance category [Edited]

  Reviewed Kwolf-33 22 views 0 comments 1 point Most recent by Kwolf-33 March 1Manage Accounts and Transactions
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  Fidelity CC-800 error, lost transaction history

  Closed Tony Luers 26 views 6 comments 0 points Most recent by Quicken Laura February 24Errors and Troubleshooting (Windows)
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  What does this super validation comment mean?

  Answered Closed Warhawk 75 views 4 comments 0 points Most recent by NotACPA February 23Errors and Troubleshooting (Windows)
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  Calculate credit remaining instead of using the Ending Balance [Edited]

  Reviewed user17881 37 views 4 comments 1 point Most recent by user17881 February 22Manage Accounts and Transactions
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  New Auto Loan Shows Zero Instead of Negative Balance

  Closed ScubaDude 23 views 1 comment 0 points Most recent by ScubaDude February 21Errors and Troubleshooting (Windows)
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  Figured out why account bar balances not matching register and online balances

  JohnBigManStone 62 views 3 comments 1 point Most recent by Quicken Alyssa February 19Registers & Transactions (Windows)
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  How do I update checking accounts

  Answered Closed reh7760 49 views 4 comments 0 points Most recent by Quicken Alyssa February 19Download, Add/Update Accounts (Windows)
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  Multiple Chase accounts recently quit working

  Closed jspoon 155 views 12 comments 0 points Most recent by Yosemite Sam February 18Download, Add/Update Accounts (Windows)
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  Please make a proper Miles / CC Points Category / Account

  Reviewed Doug Giannotti 23 views 1 comment 1 point Most recent by NotACPA February 17Product Enhancements
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  Odd Fidelity transactions "cover short sale (CvrShrt)".

  Answered ✓ Closed Tony Luers 505 views 20 comments 1 point Most recent by jr_ece February 15Registers & Transactions (Windows)
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  Fidelity Updates Still Broken after Update

  Closed extravoice 4K 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 122 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 266 views 23 comments 9 points Most recent by Quicken Kristina February 14Manage Accounts and Transactions
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  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 49 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 61 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 52 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 359 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 37 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 58 views 3 comments 0 points Most recent by scfrank February 8Download, Add/Update Accounts (Windows)