Accounts

Discussion List

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  Lump sum pension rollover incorrectly appears on YTD income widgets. Fix?

  Closed bamalam 13 views 0 comments 0 points Most recent by bamalam February 2024Registers & Transactions (Windows)
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  Why has Quicken never done anything with the Interest Rate field information?

  Closed Jeff76 11 views 0 comments 0 points Most recent by Jeff76 February 2024Reports (Windows)
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  CapitalOne: You Have No Eligible Accounts to Share

  Closed AnonAnon 1.6K views 10 comments 1 point Most recent by Quicken Kristina February 2024Download, Add/Update Accounts (Windows)
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  Cannot "Add Account" due to hanging white screen

  Closed jaken 114 views 2 comments 0 points Most recent by jaken February 2024Download, Add/Update Accounts (Windows)
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  Wells Fargo BILT Mastercard won't download

  Closed MargeCTC 386 views 3 comments 0 points Most recent by Quicken Jasmine February 2024Download, Add/Update Accounts (Windows)
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  Quicken Classic subscription cancellation

  Closed syaguchi 818 views 1 comment 0 points Most recent by syaguchi January 2024Paying Bills, Online Billers & Reminders (Windows)
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  How do I add a new account to Quicken Classic Online for Mac?

  Answered ✓ Closed KathleenKern 412 views 4 comments 0 points Most recent by Chris_QPW January 2024Download, Add/Update Accounts (Mac)
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  Cannot download Vanguard transactions

  Closed docderwood44 111 views 3 comments 0 points Most recent by Quicken Jasmine January 2024Download, Add/Update Accounts (Mac)
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  Account name invalid characters

  Closed D T 51 views 2 comments 0 points Most recent by Chris_QPW January 2024Errors and Troubleshooting (Windows)
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  Ameris Bank not downloading since Nov 16th. reported multiple times, still not fixed (11/25)

  Answered ✓ Closed mparrott82 1.8K views 25 comments 1 point Most recent by Micheal Smith January 2024Download, 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 212 views 4 comments 14 points Most recent by Chris_QPW January 2024Scheduled Transactions and Online Bills
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  Bill and Income Reminders section for Investing accounts

  Closed AllanP 100 views 7 comments 0 points Most recent by JoelC January 2024All Things Canadian (Windows)
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  Unable to add Prudential IRA 401K accounts (Server Error)

  Closed Mlaug 32 views 1 comment 0 points Most recent by Quicken Kristina January 2024Download, Add/Update Accounts (Mac)
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  There Seems To Be A Blank Icon On Top Of The Add Account Screen

  Closed saberman 21 views 1 comment 0 points Most recent by Quicken Kristina January 2024Errors and Troubleshooting (Windows)
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  SchoolsFirst FCU not downloading transactions

  Closed sghesq 101 views 2 comments 0 points Most recent by Quicken Anja January 2024Errors and Troubleshooting (Windows)
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  Quicken not downloading *some* of my TIAA funds in 401k

  Closed Liminauts 123 views 5 comments 0 points Most recent by Liminauts January 2024Investing (Windows)
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  Quicken and PNC- Not Proving

  Answered Closed klrizz 97 views 2 comments 0 points Most recent by klrizz January 2024Errors and Troubleshooting (Windows)
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  TD Bank HTTP 400 Error after update to Version 7.5.2 (Build 705.51955.100)

  Closed 155MPH 93 views 7 comments 1 point Most recent by jtkqboston January 2024Errors and Troubleshooting (Mac)
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  Add Ticker Symbol to Account Balances Report

  Closed kratsmit 185 views 6 comments 0 points Most recent by kratsmit January 2024Reports (Windows)
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  Citi will not post manual entry

  Closed clifff 31 views 3 comments 0 points Most recent by Quicken Jasmine January 2024Errors and Troubleshooting (Windows)
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  How to print a income and expenses report for each "category" Business, Real Estate and Personal

  Answered ✓ Closed Adventurer 624 views 1 comment 0 points Most recent by Jim_Harman January 2024Reports (Windows)
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  CITI/USAA BANK DOWNLOAD

  Answered Closed Hawkeye2500 132 views 11 comments 1 point Most recent by Quicken Kristina January 2024Download, Add/Update Accounts (Windows)
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  Problems with direct connect and Ameriprise

  Closed ginmonkey903 289 views 5 comments 0 points Most recent by Quicken Jasmine January 2024Download, Add/Update Accounts (Windows)
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  Please explain: Why Quicken Classic is "stealth stealing" a copy of user's personal financial data

  Closed DevNull 3.7K views 16 comments -2 points Most recent by Chris_QPW January 2024Download, Add/Update Accounts (Windows)
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  Fidelity Checking account misclassified as Investment-type after Fidelity switch to Quicken Connect

  Closed AJ-from-NJ 947 views 9 comments 0 points Most recent by jacobs January 2024Download, Add/Update Accounts (Mac)
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  HELOC balance not in Net worth anymore

  Closed rrouzer 23 views 1 comment 0 points Most recent by UKR January 2024Registers & Transactions (Windows)
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  Error Code: OFX Error: 2000

  Closed tatertot 911 views 1 comment 0 points Most recent by Quicken Jasmine January 2024Errors and Troubleshooting (Mac)
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  Transactions for PayPal Mastercard being downloaded into Paypal Credit account instead

  Closed garylapalombara 202 views 8 comments 1 point Most recent by ldhetrick@gmail.com January 2024Download, Add/Update Accounts (Windows)