Accounts

Discussion List

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  12/4 Wells Fargo new connection works BUT beginning balances all wrong

  Answered ✓ Closed ClaudiaPDX 152 views 6 comments 0 points Most recent by ClaudiaPDX December 2023Download, Add/Update Accounts (Windows)
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  CD vs Savings, View by maturity dates ?

  Closed sam_sam 42 views 1 comment 0 points Most recent by Rocket J Squirrel December 2023Download, Add/Update Accounts (Windows)
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  Error CC-501 at Coastal Federal Credit Union (CFCU)

  Closed howardkellogg 95 views 5 comments 0 points Most recent by howardkellogg December 2023Download, Add/Update Accounts (Windows)
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  New accounts on Fidelity Investments are not downloading.

  Answered ✓ Closed PTaylor574 133 views 4 comments 0 points Most recent by PTaylor574 December 2023Errors and Troubleshooting (Windows)
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  Bass Pro Capital One

  Answered Closed Tom Claffy 34 views 1 comment 0 points Most recent by Boatnmaniac December 2023Download, Add/Update Accounts (Windows)
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  Adding spouse access to our quicken records

  Closed Teresa908 388 views 1 comment 0 points Most recent by Rocket J Squirrel December 2023New to Quicken/Getting Started (Windows)
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  Unable to set up accounts - says account already exists (edit)

  Closed lynnor 233 views 2 comments 0 points Most recent by lynnor November 2023Installing and Updating (Windows)
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  No longer possible to show/hide account bar with single mouse click?

  Answered Closed ajkessel 93 views 2 comments 0 points Most recent by ajkessel November 2023Registers & Transactions (Windows)
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  US Bank failure to update - Windows

  Closed James Bates 71 views 0 comments 0 points Most recent by James Bates November 2023Errors and Troubleshooting (Windows)
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  Ally bank some download accounts in half-zombie status

  Closed Jeepien 54 views 6 comments 0 points Most recent by Jeepien November 2023Download, Add/Update Accounts (Windows)
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  Bank of America transaction downloads to Quicken

  Closed matthewsdr 21 views 0 comments 0 points Most recent by matthewsdr November 2023Download, Add/Update Accounts (Mac)
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  I have an account that is erroneous in my Net Worth statement Quicken for Mac latest ver.

  Answered Closed tmetaksa 83 views 4 comments 0 points Most recent by Jon November 2023Reports (Mac)
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  Order number and refund issues

  Closed elquillian1 136 views 6 comments 0 points Most recent by volvogirl November 2023Signing In, Passwords, and Activation (Mac)
• 
  Is there support for WealthSimple for Windows?

  Answered Closed Steven M 775 views 3 comments 0 points Most recent by Boatnmaniac November 2023Budgeting and Planning Tools (Windows)
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  Unable to Add Account for Morgan Stanely

  Closed gzsagdfs 205 views 6 comments 0 points Most recent by Quicken Jasmine November 2023Errors and Troubleshooting (Windows)
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  Category for closed account still appearing

  Closed philliesphan0880 65 views 5 comments 0 points Most recent by Rocket J Squirrel November 2023Errors and Troubleshooting (Windows)
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  US Bank Connection Failure

  Closed schmieg 371 views 2 comments 0 points Most recent by schmieg November 2023Errors and Troubleshooting (Windows)
• 
  Adding a CD account

  Closed JBAH 524 views 5 comments -1 point Most recent by JBAH November 2023Investing (Windows)
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  How to setup a separate account

  Answered Closed jacsdad 104 views 2 comments 0 points Most recent by jacsdad November 2023Download, Add/Update Accounts (Mac)
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  Discover Bank IRA CDs - Not visible as an Account via Quicken

  Closed BarryMo 83 views 6 comments 0 points Most recent by BarryMo November 2023Download, Add/Update Accounts (Windows)
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  Order number

  Closed ginzbl01 51 views 4 comments 0 points Most recent by Quicken Anja November 2023Signing in, Passwords, and Activation (Windows)
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  I moved mutual funds to new broker and am liquidating the funds

  Closed BstaedL 31 views 1 comment 0 points Most recent by Bob_L November 2023Investing (Windows)
• 
  File size (Q Win 2004)

  Closed Dandy1903 164 views 20 comments 0 points Most recent by Dandy1903 November 2023Errors and Troubleshooting (Windows)
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  Fixed Deposits in Foreign Currency with No Connection (Q Mac)

  Closed Ledadane 99 views 7 comments 0 points Most recent by jacobs November 2023New to Quicken/Getting Started (Mac)
• 
  Macy's download error

  Closed Gregg107 383 views 9 comments 0 points Most recent by Gregg107 November 2023Download, Add/Update Accounts (Windows)
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  E Trade / Morgan Stanley

  Answered Closed john_in_USA 282 views 2 comments 0 points Most recent by john_in_USA November 2023Investing (Windows)
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  I can't set up Quicken to download from Stifel Wealth Tracker

  Answered Closed Loribenson 551 views 5 comments 0 points Most recent by Quicken Kristina November 2023Download, Add/Update Accounts (Windows)