Accounts

Discussion List

• 
  Quicken can't find a CD at my credit union

  Closed lmacmil 21 views 3 comments 0 points Most recent by Quicken Alyssa December 2025Errors and Troubleshooting (Windows)
• 
  Hiding Accounts Doesn't Work On Home Page Classic View

  Divemaster 94 views 13 comments 0 points Most recent by q_lurker December 2025Errors and Troubleshooting (Windows)
• 
  CC-501 trying to setup TreasuryDirect (reopened, still not fixed)

  Closed jbowler 32 views 3 comments 1 point Most recent by DPW-CT December 2025Paying Bills, Online Billers & Reminders (Windows)
• 
  1

  Up
  Option to exclude Closed accounts from Balance reports

  Reviewed Bob@45 12 views 2 comments 1 point Most recent by Bob@45 December 2025Reports
• 
  Fidelity cash management account

  Answered Closed JoshFla 115 views 7 comments 0 points Most recent by utexex79@ November 2025Download, Add/Update Accounts (Windows)
• 
  Error message when logging to account

  Answered Closed Ryeguy 23 views 1 comment 0 points Most recent by Boatnmaniac November 2025Errors and Troubleshooting (Windows)
• 
  Quicken AMEX High Yield Savings Account will not connect.

  Closed cbellaustx 144 views 5 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Mac)
• 
  Order Checks

  Closed sahi2les2 105 views 3 comments 0 points Most recent by UKR November 2025Errors and Troubleshooting (Windows)
• 
  Migrated Fidelity to new connection and now have duplicate accounts [Edited]

  Answered Closed Franklin S. 307 views 18 comments -1 point Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity Cash linked account not downloading changes in account

  Closed cchinckley9 11 views 1 comment 0 points Most recent by Quicken Kristina November 2025Investing (Windows)
• 
  Quicken Classic Deluxe : HELOC Account Creation?

  Closed DLCPhoto 368 views 32 comments 0 points Most recent by DLCPhoto November 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity 401K not synching after reauthorization

  Closed bemery05 95 views 9 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  CalPERS for Retirement

  Closed Persephone 32 views 2 comments 0 points Most recent by volvogirl November 2025Budgeting and Planning Tools (Mac)
• 
  Can't download from my USAA Checking Account

  Answered Closed majorgear 126 views 5 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)
• 
  Bug in calculating credit card balance

  Closed nisarun 41 views 4 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
• 
  Invalid Transfer Fix

  Closed Baldlegal 75 views 1 comment 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Mac)
• 
  Business vs personal register headings (Q Mac)

  Answered Closed Patrick Day 63 views 6 comments 0 points Most recent by J_Rapp November 2025Errors and Troubleshooting (Mac)
• 
  Extra Account Download

  Answered Closed JSNoyes 52 views 10 comments 0 points Most recent by Tom Young November 2025Download, Add/Update Accounts (Windows)
• 
  2

  Up
  Add a expiration date to Credit Card Interest Rate

  Reviewed jnprop 21 views 3 comments 2 points Most recent by Quicken Anja November 2025Manage Accounts and Transactions
• 
  Accounts with two different Fidelity logins (mine+spouse) disable one or the other's accounts

  Closed BEEdwards66 41 views 2 comments 1 point Most recent by Tom Young November 2025Download, Add/Update Accounts (Windows)
• 
  1

  Up
  Reverse Mortgage Support

  Reviewed rulene 12 views 0 comments 1 point Started by rulene November 2025 Product Enhancements
• 
  renaming rules not being saved

  Answered Closed njfiddler 134 views 13 comments 0 points Most recent by njfiddler November 2025Errors and Troubleshooting (Windows)
• 
  How to move an account from one group to another? (Q Mac)

  Answered ✓ Closed Bill Halberstadt 64 views 5 comments 0 points Most recent by Chris_QPW November 2025Download, Add/Update Accounts (Mac)
• 
  1

  Up
  Quicken run on the Linux operating system

  Not Planned clay 155 views 3 comments 1 point Most recent by Chris_QPW November 2025Product Enhancements
• 
  Fidelity NetBenefits transaction posted to Janus account

  Closed System 11 views 2 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
• 
  setting up accounts as problematic as ever

  Closed crownpointdude 21 views 1 comment 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Downloading Fidelity Brokerage accounts

  Closed Cathy Diotte Scott 378 views 13 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Merged: CC-501 Error Charles Schwab on all accounts

  Closed jmccaski 1 view 0 comments 0 points Started by jmccaski November 2025 Errors and Troubleshooting (Windows)
• 
  3

  Up
  Add red flags to account groups if the group is minimized with pending transactions

  Reviewed Steve Ulrich 11 views 0 comments 3 points Started by Steve Ulrich October 2025 Display/UI
• 
  Quicken won't accept my qfx file from Bank of America

  Closed pattywagen 268 views 15 comments 0 points Most recent by Chris_QPW October 2025Download, Add/Update Accounts (Windows)