Accounts

Discussion List

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  Cannot activate one step update for Bank of America Accounts

  Closed jdparker225 114 views 5 comments 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
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  Search across All Transactions should include Hidden Accounts (Q Mac)

  New dhockemeyer 23 views 3 comments 1 point Most recent by jacobs December 2025Manage Accounts and Transactions
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  Problem adding account/Citi credit card

  Answered Closed ShortCircuit404 87 views 8 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  I have a credit card that is adding charges and balance owed is decreasing

  Closed mjrrobins 72 views 8 comments 0 points Most recent by splasher December 2025Registers & Transactions (Windows)
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  Downloaded transactions available for review, but 'Downloaded Transactions' tab is not visible

  Closed aorlow 95 views 5 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Why can't I add Discover card to quicken?

  Answered Closed Jake Walker 37 views 3 comments 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
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  JP Morgan Investment Account - how do I remove download and all downloaded info? [Edited]

  Answered Closed CIRPCA 32 views 3 comments 0 points Most recent by Jon December 2025Investing (Mac)
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  Multiple accounts corrupted when opening Quicken

  Closed HelpQuickHelpMe 172 views 18 comments 1 point Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Windows)
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  Credit card balances

  Answered Closed mb66 69 views 4 comments 0 points Most recent by UKR December 2025Registers & Transactions (Windows)
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  Bank of America - Quicken (newest way to download)

  Closed hh311 202 views 11 comments 0 points Most recent by Quicken Anja December 2025Download, Add/Update Accounts (Windows)
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  Is there an ETA on when the Amazon Prime Store Card integration with Synchrony Bank will be updated?

  Answered Closed bhcaff 61 views 4 comments -1 point Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Better Account Category Options [Edited]

  Closed ejvette1998 12 views 1 comment 0 points Most recent by Quicken Anja December 2025Registers & Transactions (Windows)
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  Create new Account type for Donor Advised Fund

  Reviewed David Johnson 459 views 5 comments 7 points Most recent by NotACPA December 2025Manage Accounts and Transactions
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  Balances Don't Equal - T.Rowe Price Funds Online vs. Quicken

  Answered ✓ Closed mark miller 4 views 2 comments 0 points Most recent by Quicken Alyssa December 2025Registers & Transactions (Windows)
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  Financial Institution Missing from Account Details

  Answered Closed FactoryOfSadness 21 views 4 comments 1 point Most recent by NotACPA December 2025Errors and Troubleshooting (Windows)
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  Anyone able to connect to Transamerica 403b? (not the insurance portal)

  Answered Closed cory949 36 views 3 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Mac)
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  Chase Bank syncing & authorization

  Closed Louis Block 26 views 3 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Mac)
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  Stifel Wealth Tracker QCS_SERVER_ERROR and FDP-4000 errors

  Closed lkrupp 24 views 3 comments 0 points Most recent by Quicken Alyssa December 2025Errors and Troubleshooting (Mac)
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  Hide $0.00 accounts in Account List

  Reviewed cpollack 16 views 2 comments 2 points Most recent by UKR December 2025Ideas for Windows Classic
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  Account Bar Idea - Add sort feature [Edited]

  Reviewed 4wwest 2 views 0 comments 2 points Started by 4wwest December 2025 Product Enhancements
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  Splitting assets in accounts

  Answered Closed apearlman 22 views 2 comments 0 points Most recent by apearlman December 2025Business and Rental Property Tools (Windows)
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  Quicken can't find a CD at my credit union

  Closed lmacmil 24 views 3 comments 0 points Most recent by Quicken Alyssa December 2025Errors and Troubleshooting (Windows)
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  Hiding Accounts Doesn't Work On Home Page Classic View

  Divemaster 96 views 13 comments 0 points Most recent by q_lurker December 2025Errors and Troubleshooting (Windows)
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  CC-501 trying to setup TreasuryDirect (reopened, still not fixed)

  Closed jbowler 31 views 3 comments 1 point Most recent by DPW-CT December 2025Paying Bills, Online Billers & Reminders (Windows)
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  Option to exclude Closed accounts from Balance reports

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

  Answered Closed JoshFla 130 views 7 comments 0 points Most recent by utexex79@ November 2025Download, Add/Update Accounts (Windows)
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  Error message when logging to account

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

  Closed cbellaustx 147 views 5 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Mac)
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  Order Checks

  Closed sahi2les2 102 views 3 comments 0 points Most recent by UKR November 2025Errors and Troubleshooting (Windows)
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  Migrated Fidelity to new connection and now have duplicate accounts [Edited]

  Answered Closed Franklin S. 319 views 18 comments -1 point Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)