Accounts

Discussion List

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  One of my Vanguard investment accounts isn't listed when I try to set it up for Direct Connect.

  Closed millersp54 129 views 14 comments 1 point Most recent by kgbraund January 16Download, Add/Update Accounts (Windows)
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  Excluding hidden and separate account from Security Detail View transaction history

  Answered ✓ Ed Mooney 45 views 3 comments 0 points Most recent by Ed Mooney January 16Investing (Windows)
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  Adding an account at Bank of America

  Answered Closed smithome 29 views 3 comments 0 points Most recent by smithome January 15Errors and Troubleshooting (Windows)
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  Linked checking account problems

  Closed es114 53 views 7 comments 0 points Most recent by Quicken Kristina January 13Download, Add/Update Accounts (Windows)
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  Updating Fidelity accounts causes an uneditable "Cash" account to appear

  Closed System 123 views 15 comments 0 points Most recent by vjpereznunez January 13Download, Add/Update Accounts (Mac)
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  I have created multiple Quicken accounts while trying to renew my subscription

  Closed doodad80 39 views 2 comments 0 points Most recent by Quicken Kristina January 11Installing and Updating (Windows)
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  Unable to add new Fidelity Brokerage Account to Quicken

  Answered cminarik_1953 23 views 2 comments 0 points Most recent by cminarik_1953 January 10Download, Add/Update Accounts (Windows)
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  American Express not connecting

  Answered Closed q12mark 26 views 1 comment 0 points Most recent by Quicken Kristina January 9Download, Add/Update Accounts (Mac)
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  Credit union merger, how to balance register

  Closed wolfwoman 13 views 1 comment 0 points Most recent by Jon January 9Errors and Troubleshooting (Windows)
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  Quicken Classic on MacOS - multiple local user accounts

  Reviewed JJPeep 27 views 1 comment 2 points Most recent by jacobs January 7Display/UI
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  Moving entries from accidentally-closed to newly set up account: how long does 41 years take?

  Answered Closed rekabis 32 views 3 comments 0 points Most recent by rekabis January 6Errors and Troubleshooting (Windows)
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  Auto-Entry of downloaded transactions

  Closed rfmoskowitz 68 views 9 comments 0 points Most recent by Quicken Kristina January 6Registers & Transactions (Windows)
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  Why am I missing some Individual Accts in BofA Corporate Acct during Express Connect+ Plus setup?

  Answered Closed koberoi 85 views 7 comments 0 points Most recent by Quicken Kristina January 6Download, Add/Update Accounts (Windows)
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  Report ALL balances by Financial Institution

  Reviewed EmKay 93 views 3 comments 4 points Most recent by Dimitri11 January 6Reports
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  Adding Fidelity Investments accounts

  Closed Eddie Paz 35 views 3 comments 0 points Most recent by Quicken Anja January 6Download, Add/Update Accounts (Windows)
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  Unable to reconnect Schwab HSA account

  Closed System 393 views 37 comments 0 points Most recent by Quicken Kristina January 5Download, Add/Update Accounts (Mac)
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  Completely unable to connect Fidelity Investments via WebConnect

  Closed foster.a 100 views 4 comments 0 points Most recent by Quicken Alyssa January 5Download, Add/Update Accounts (Windows)
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  New Fidelity Account Not In List Of Accounts To Be Added

  Closed Tony Fong 56 views 3 comments 0 points Most recent by Quicken Alyssa January 5Download, Add/Update Accounts (Windows)
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  Current Mac version doesn't download portfolios correctly

  Closed hyyqckn 83 views 7 comments 0 points Most recent by jacobs January 5Download, Add/Update Accounts (Mac)
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  Putting date's in sequence

  Answered ✓ Closed Ron 56 views 5 comments 0 points Most recent by jacobs January 4Reports (Mac)
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  Quicken Set Up For Variable APR Interest Only Loan? Anything New?

  Answered ✓ Closed Robin Owen 25 views 2 comments 0 points Most recent by Robin Owen January 4Budgeting and Planning Tools (Windows)
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  "More Accounts" section under Banking shows CLOSED icon

  Closed rfmoskowitz 12 views 1 comment 0 points Most recent by rfmoskowitz January 3Download, Add/Update Accounts (Windows)
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  Color code entries by payee, category, or both [Edited]

  Reviewed Oscelot 14 views 1 comment 1 point Most recent by Quicken Kristina January 3Display/UI
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  Unable to download Capital One credit card into Quicken

  Closed System 7 views 3 comments 0 points Most recent by Quicken Kristina January 2Download, Add/Update Accounts (Windows)
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  Unable to "Add Account" from any financial institution (Quicken Classic on Windows 11)

  Closed jo ma 26 views 2 comments 0 points Most recent by Quicken Kristina January 2Download, Add/Update Accounts (Windows)
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  One step update doesn't recognize 2 of 3 Vanguard accounts

  Answered ✓ Closed ChicagoGuy 117 views 7 comments 0 points Most recent by Quicken Anja January 2Download, Add/Update Accounts (Windows)
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  Cannot activate one step update for Bank of America Accounts

  Closed jdparker225 136 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)

  Already Offered dhockemeyer 32 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 107 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 84 views 8 comments 0 points Most recent by splasher December 2025Registers & Transactions (Windows)