Accounts

Discussion List

• 
  Adding a fidelity cash management account

  Closed Larry27 62 views 1 comment 0 points Most recent by NotACPA June 2024Download, Add/Update Accounts (Windows)
• 
  Can't connect to Citi account

  Answered ✓ Closed mikefarinha 4K views 4 comments 0 points Most recent by Boatnmaniac June 2024Download, Add/Update Accounts (Windows)
• 
  Getting CC-502 error trying to connect to LPL financial

  Closed ericped 182 views 2 comments 0 points Most recent by Quicken Jasmine June 2024Errors and Troubleshooting (Windows)
• 
  Receiving no Notification for authentication from Scotiabank during update

  Answered Closed perry.dombowsky 361 views 8 comments 0 points Most recent by Quicken Jasmine June 2024All Things Canadian (Windows)
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  Anything that can be done to speed up connections to Optum Financial?

  Closed norm.henson 72 views 6 comments 0 points Most recent by Quicken Anja June 2024Download, Add/Update Accounts (Mac)
• 
  Continued Duplication of security names

  Closed fp 205 views 8 comments 0 points Most recent by q_lurker June 2024Errors and Troubleshooting (Windows)
• 
  All my investment transactions since early January 2024 have disappeared--how do I get them back?

  Answered ✓ Closed John16 361 views 11 comments 0 points Most recent by [Deleted User] June 2024Registers & Transactions (Windows)
• 
  Navy Federal Ongoing Issues One Step Update

  Answered Closed ron.p 175 views 2 comments 0 points Most recent by ron.p June 2024Download, Add/Update Accounts (Windows)
• 
  FDP-102 trying to connect to East Texas Professional Credit Union

  Closed leathernix 21 views 1 comment 0 points Most recent by Quicken Kristina June 2024Errors and Troubleshooting (Quicken on the Web)
• 
  PNC Bank-Web Connect not working

  Closed doneensue 71 views 5 comments 0 points Most recent by Quicken Anja June 2024Download, Add/Update Accounts (Windows)
• 
  Disappearing data

  Closed CameronL 43 views 3 comments 0 points Most recent by CameronL May 2024Errors and Troubleshooting (Quicken on the Web)
• 
  I downloaded my empower accounts but the balances read zero after syncing

  Closed DHpenning 51 views 1 comment 0 points Most recent by Quicken Jasmine May 2024Download, Add/Update Accounts (Mac)
• 
  Unable to download transactions for Discover Card

  Closed SRT 597 views 16 comments 0 points Most recent by Quicken Jasmine May 2024Download, Add/Update Accounts (Mac)
• 
  Solved! - Rearranging groups in account bar

  Closed mbusch 684 views 2 comments 1 point Most recent by UKR May 2024Business and Rental Property Tools (Windows)
• 
  How are categories chosen when I download transactions and how can I change them?

  Answered ✓ Closed jeff.hecht 338 views 4 comments 0 points Most recent by jeff.hecht May 2024Download, Add/Update Accounts (Mac)
• 
  PNC Direct Connect and Quicken Cloud

  Answered ✓ Closed bbrake64 231 views 14 comments 0 points Most recent by bbrake64 May 2024Errors and Troubleshooting (Windows)
• 
  Banking Balance Sheet Report with Reconciled/Cleared Transactions

  Closed MHG 53 views 4 comments 0 points Most recent by q_lurker May 2024Reports (Windows)
• 
  Banco Popular de Puerto Rico - Credit Cards

  Closed orlasan 71 views 3 comments 0 points Most recent by Ps56k2 May 2024Download, Add/Update Accounts (Windows)
• 
  How to Close an Old Bank Account?

  Answered Closed ST. 104 views 5 comments 0 points Most recent by ST. May 2024Errors and Troubleshooting (Windows)
• 
  Invoices for Home + Business Mac Edition - Epic Fail!!

  Answered Closed LauBaj 72 views 1 comment 0 points Most recent by Boatnmaniac May 2024Business and Rental Property Tools (Mac)
• 
  incorrect Vanguard account numbers at one step update activation

  Answered ✓ Closed ktausend 535 views 6 comments 0 points Most recent by ktausend May 2024Download, Add/Update Accounts (Windows)
• 
  I have two accounts almost identical: Which is correct?

  Closed gwkopy 12 views 1 comment 0 points Most recent by NotACPA May 2024Download, Add/Update Accounts (Windows)
• 
  payment transactions for multiple chase credit cards posted to incorrect accounts

  Closed Hcs 176 views 8 comments 0 points Most recent by Quicken Kristina May 2024Download, Add/Update Accounts (Windows)
• 
  Accounts appear off

  Answered Closed kbartow1 41 views 3 comments 0 points Most recent by kbartow1 May 2024Errors and Troubleshooting (Windows)
• 
  Find Subscriptions or recurring Payee + same monthly/annual amounts (edit)

  Closed Skavy 81 views 2 comments 0 points Most recent by Ps56k2 May 2024Reports (Windows)
• 
  CC-501 from Discover Bank

  Closed irasend1 92 views 3 comments 0 points Most recent by Richard C. May 2024Errors and Troubleshooting (Windows)
• 
  CC-501 with Discover Card

  Closed System 111 views 4 comments 0 points Most recent by txpaki May 2024Errors and Troubleshooting (Windows)
• 
  Unable to download transactions from 2nd account from the same bank. (edit)

  Closed agnolet 52 views 1 comment 0 points Most recent by Quicken Jasmine May 2024Download, Add/Update Accounts (Windows)