Accounts

Discussion List

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  Fidelity Cash linked account not downloading changes in account

  Closed cchinckley9 13 views 1 comment 0 points Most recent by Quicken Kristina November 2025Investing (Windows)
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  Quicken Classic Deluxe : HELOC Account Creation?

  Closed DLCPhoto 389 views 32 comments 0 points Most recent by DLCPhoto November 2025Download, Add/Update Accounts (Windows)
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  Fidelity 401K not synching after reauthorization

  Closed bemery05 95 views 9 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  CalPERS for Retirement

  Closed Persephone 33 views 2 comments 0 points Most recent by volvogirl November 2025Budgeting and Planning Tools (Mac)
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  Can't download from my USAA Checking Account

  Answered Closed majorgear 143 views 5 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)
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  Bug in calculating credit card balance

  Closed nisarun 46 views 4 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
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  Invalid Transfer Fix

  Closed Baldlegal 81 views 1 comment 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Mac)
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  Business vs personal register headings (Q Mac)

  Answered Closed Patrick Day 64 views 6 comments 0 points Most recent by J_Rapp November 2025Errors and Troubleshooting (Mac)
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  Extra Account Download

  Answered Closed JSNoyes 53 views 10 comments 0 points Most recent by Tom Young November 2025Download, Add/Update Accounts (Windows)
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  Add a expiration date to Credit Card Interest Rate

  Reviewed jnprop 24 views 3 comments 2 points Most recent by Quicken Anja November 2025Manage Accounts and Transactions
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  Accounts with two different Fidelity logins (mine+spouse) disable one or the other's accounts

  Closed BEEdwards66 52 views 2 comments 1 point Most recent by Tom Young November 2025Download, Add/Update Accounts (Windows)
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  Reverse Mortgage Support

  Reviewed rulene 11 views 0 comments 1 point Started by rulene November 2025 Product Enhancements
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  renaming rules not being saved

  Answered Closed njfiddler 134 views 13 comments 0 points Most recent by njfiddler November 2025Errors and Troubleshooting (Windows)
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  How to move an account from one group to another? (Q Mac)

  Answered ✓ Closed Bill Halberstadt 78 views 5 comments 0 points Most recent by Chris_QPW November 2025Download, Add/Update Accounts (Mac)
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  Quicken run on the Linux operating system

  Not Planned clay 173 views 3 comments 1 point Most recent by Chris_QPW November 2025Product Enhancements
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  Fidelity NetBenefits transaction posted to Janus account

  Closed System 12 views 2 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
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  setting up accounts as problematic as ever

  Closed crownpointdude 27 views 1 comment 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Downloading Fidelity Brokerage accounts

  Closed Cathy Diotte Scott 396 views 13 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Merged: CC-501 Error Charles Schwab on all accounts

  Closed jmccaski 1 view 0 comments 0 points Started by jmccaski November 2025 Errors and Troubleshooting (Windows)
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  Add red flags to account groups if the group is minimized with pending transactions

  Reviewed Steve Ulrich 12 views 0 comments 3 points Started by Steve Ulrich October 2025 Display/UI
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  Quicken won't accept my qfx file from Bank of America

  Closed pattywagen 269 views 15 comments 0 points Most recent by Chris_QPW October 2025Download, Add/Update Accounts (Windows)
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  No option for cash representation and Chase accounts won't reconnect

  Closed System 11 views 2 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
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  Is there a report that shows an account's minimum balance within a specific date range?

  Answered ✓ Closed DrWhy 62 views 6 comments 0 points Most recent by John_in_NC October 2025Paying Bills, eBills & Scheduled Transactions (Mac)
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  Paycheck reminder shows zero in stack, $50 in register, splits still accurate

  Answered Closed AgBrewer97 131 views 4 comments 1 point Most recent by JeffK1 October 2025Registers & Transactions (Windows)
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  Data Corruption After Updating to Win 11

  Closed Radiohawk 42 views 1 comment 0 points Most recent by Quicken Alyssa October 2025File Conversion and Backup (Windows)
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  Category Section

  MetaOaks 51 views 5 comments 4 points Most recent by Randy 415 October 2025Paying Bills, Online Billers & Reminders
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  Online Center does not show "Holdings" and other tabs for Fidelity accounts

  Closed skavsan 52 views 6 comments 0 points Most recent by skavsan October 2025Registers & Transactions (Windows)
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  Cannot Complete Billpay Identity Verification

  Closed m.rickman513 808 views 27 comments 1 point Most recent by Quicken Kristina October 2025Paying Bills, Online Billers & Reminders (Windows)