Accounts

Discussion List

• 
  Account balance column and investing register don't match.

  Closed Tony Luers 63 views 8 comments 1 point Most recent by Tony Luers January 16Errors and Troubleshooting (Windows)
• 
  What does "Set Account based rule" do?

  Closed Mark A 143 views 17 comments 0 points Most recent by Quicken Kristina January 16Registers & Transactions (Windows)
• 
  Is Quicken online down? Can't add new account

  Answered Closed nhttip 36 views 4 comments 0 points Most recent by Quicken Kristina January 16Errors and Troubleshooting (Windows)
• 
  One of my Vanguard investment accounts isn't listed when I try to set it up for Direct Connect.

  Closed millersp54 101 views 14 comments 1 point Most recent by kgbraund January 16Download, Add/Update Accounts (Windows)
• 
  Excluding hidden and separate account from Security Detail View transaction history

  Answered ✓ Ed Mooney 42 views 3 comments 0 points Most recent by Ed Mooney January 16Investing (Windows)
• 
  Adding an account at Bank of America

  Answered Closed smithome 25 views 3 comments 0 points Most recent by smithome January 15Errors and Troubleshooting (Windows)
• 
  Linked checking account problems

  Closed es114 51 views 7 comments 0 points Most recent by Quicken Kristina January 13Download, Add/Update Accounts (Windows)
• 
  Updating Fidelity accounts causes an uneditable "Cash" account to appear

  Closed System 115 views 15 comments 0 points Most recent by vjpereznunez January 13Download, Add/Update Accounts (Mac)
• 
  I have created multiple Quicken accounts while trying to renew my subscription

  Closed doodad80 34 views 2 comments 0 points Most recent by Quicken Kristina January 11Installing and Updating (Windows)
• 
  Unable to add new Fidelity Brokerage Account to Quicken

  Answered cminarik_1953 17 views 2 comments 0 points Most recent by cminarik_1953 January 10Download, Add/Update Accounts (Windows)
• 
  American Express not connecting

  Answered Closed q12mark 22 views 1 comment 0 points Most recent by Quicken Kristina January 9Download, Add/Update Accounts (Mac)
• 
  Credit union merger, how to balance register

  Closed wolfwoman 12 views 1 comment 0 points Most recent by Jon January 9Errors and Troubleshooting (Windows)
• 
  2

  Up
  Quicken Classic on MacOS - multiple local user accounts

  Reviewed JJPeep 23 views 1 comment 2 points Most recent by jacobs January 7Display/UI
• 
  Moving entries from accidentally-closed to newly set up account: how long does 41 years take?

  Answered Closed rekabis 31 views 3 comments 0 points Most recent by rekabis January 6Errors and Troubleshooting (Windows)
• 
  Auto-Entry of downloaded transactions

  Closed rfmoskowitz 61 views 9 comments 0 points Most recent by Quicken Kristina January 6Registers & Transactions (Windows)
• 
  Why am I missing some Individual Accts in BofA Corporate Acct during Express Connect+ Plus setup?

  Answered Closed koberoi 67 views 7 comments 0 points Most recent by Quicken Kristina January 6Download, Add/Update Accounts (Windows)
• 
  4

  Up
  Report ALL balances by Financial Institution

  Reviewed EmKay 91 views 3 comments 4 points Most recent by Dimitri11 January 6Reports
• 
  Adding Fidelity Investments accounts

  Closed Eddie Paz 31 views 3 comments 0 points Most recent by Quicken Anja January 6Download, Add/Update Accounts (Windows)
• 
  Unable to reconnect Schwab HSA account

  Closed System 359 views 37 comments 0 points Most recent by Quicken Kristina January 5Download, Add/Update Accounts (Mac)
• 
  Completely unable to connect Fidelity Investments via WebConnect

  Closed foster.a 88 views 4 comments 0 points Most recent by Quicken Alyssa January 5Download, Add/Update Accounts (Windows)
• 
  New Fidelity Account Not In List Of Accounts To Be Added

  Closed Tony Fong 46 views 3 comments 0 points Most recent by Quicken Alyssa January 5Download, Add/Update Accounts (Windows)
• 
  Current Mac version doesn't download portfolios correctly

  Closed hyyqckn 65 views 7 comments 0 points Most recent by jacobs January 5Download, Add/Update Accounts (Mac)
• 
  Putting date's in sequence

  Answered ✓ Closed Ron 44 views 5 comments 0 points Most recent by jacobs January 4Reports (Mac)
• 
  Quicken Set Up For Variable APR Interest Only Loan? Anything New?

  Answered ✓ Closed Robin Owen 23 views 2 comments 0 points Most recent by Robin Owen January 4Budgeting and Planning Tools (Windows)
• 
  "More Accounts" section under Banking shows CLOSED icon

  Closed rfmoskowitz 11 views 1 comment 0 points Most recent by rfmoskowitz January 3Download, Add/Update Accounts (Windows)
• 
  1

  Up
  Color code entries by payee, category, or both [Edited]

  Reviewed Oscelot 12 views 1 comment 1 point Most recent by Quicken Kristina January 3Display/UI
• 
  Unable to download Capital One credit card into Quicken

  Closed System 2 views 3 comments 0 points Most recent by Quicken Kristina January 2Download, Add/Update Accounts (Windows)
• 
  Unable to "Add Account" from any financial institution (Quicken Classic on Windows 11)

  Closed jo ma 24 views 2 comments 0 points Most recent by Quicken Kristina January 2Download, Add/Update Accounts (Windows)
• 
  28
  Add ability to link accounts to brokerage accounts to Quicken for Mac (104 Legacy Votes)

  Planned smayer97 2.3K views 63 comments 28 points Most recent by jacobs January 2Investments
• 
  One step update doesn't recognize 2 of 3 Vanguard accounts

  Answered ✓ Closed ChicagoGuy 101 views 7 comments 0 points Most recent by Quicken Anja January 2Download, Add/Update Accounts (Windows)