Accounts

Discussion List

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  Order number and refund issues

  Closed elquillian1 132 views 6 comments 0 points Most recent by volvogirl November 2023Signing In, Passwords, and Activation (Mac)
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  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 210 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 63 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 372 views 2 comments 0 points Most recent by schmieg November 2023Errors and Troubleshooting (Windows)
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  Adding a CD account

  Closed JBAH 526 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 103 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 85 views 6 comments 0 points Most recent by BarryMo November 2023Download, Add/Update Accounts (Windows)
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  Order number

  Closed ginzbl01 54 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 33 views 1 comment 0 points Most recent by Bob_L November 2023Investing (Windows)
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  File size (Q Win 2004)

  Closed Dandy1903 165 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 104 views 7 comments 0 points Most recent by jacobs November 2023New to Quicken/Getting Started (Mac)
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  Macy's download error

  Closed Gregg107 387 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 569 views 5 comments 0 points Most recent by Quicken Kristina November 2023Download, Add/Update Accounts (Windows)
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  Human Interest CC-501 issue

  Answered ✓ Closed ggray 448 views 1 comment 2 points Most recent by Boatnmaniac November 2023Download, Add/Update Accounts (Windows)
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  Locks up when Adding an Account

  Closed Martin3223 42 views 1 comment 0 points Most recent by Quicken Kristina November 2023Errors and Troubleshooting (Windows)
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  Corrupted Expense Account Files with 5-hex-digit names - what are they, and fixable?

  Closed wsalomon 32 views 1 comment 0 points Most recent by UKR November 2023Errors and Troubleshooting (Windows)
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  Wanted! Ability to change BANK LOGO on Quicken Classic startup splash screen!

  Closed RSM2000 211 views 3 comments 0 points Most recent by Stu November 2023Signing in, Passwords, and Activation (Windows)
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  Chase cannot unlock accounts until 06/02/21 - Direct Connect setup fails

  Answered ✓ Closed batstang2000 191 views 12 comments 0 points Most recent by Quicken Anja November 2023Download, Add/Update Accounts (Windows)
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  How do I get rid of the red flag indicator in front of my checking account?

  Answered Closed FestivalTed 522 views 4 comments 0 points Most recent by FestivalTed November 2023Download, Add/Update Accounts (Windows)
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  American Express - Banking: New Savings account asks for security code every day during OSU

  Closed UKR 365 views 3 comments 0 points Most recent by Quicken Jasmine November 2023Download, Add/Update Accounts (Windows)
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  How to set-up loan with identical monthly pmts; monthly interest added separately to the balance?

  Answered ✓ Closed Maria T Hannigan 184 views 8 comments 0 points Most recent by John_in_NC November 2023Download, Add/Update Accounts (Mac)
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  Can I mirror the cash transactions in a Brokerage account with transactions in a Bank account?

  Answered ✓ Closed TJTex 492 views 2 comments 0 points Most recent by TJTex November 2023All Things Canadian (Windows)
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  Can I combine two accounts in Quicken Classic Premier for Mac Version 7.3.2?

  Closed bob.chapman 31 views 1 comment 0 points Most recent by bob.chapman November 2023Download, Add/Update Accounts (Mac)
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  Dashboard "Portfolio Value" incorrect after account transition & account closed

  Closed rodney23 254 views 4 comments 1 point Most recent by mshiggins November 2023Errors and Troubleshooting (Windows)
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  How to best add HISA to my Brokerage account? (Q Win Canada)

  Answered Closed TJTex 122 views 2 comments 0 points Most recent by TJTex November 2023All Things Canadian (Windows)