Accounts

Discussion List

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  Investment >Account Overview Holdings Cash Balance Does not Equal Linked Cash Balance

  Closed BRETTB 238 views 11 comments 0 points Most recent by Quicken Kristina October 2025Investing (Windows)
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  First Internet Bank - Online Services no longer available with switch to Narmi platform

  Closed bkinva 385 views 27 comments 0 points Most recent by Bob_L October 2025Download, Add/Update Accounts (Windows)
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  Add Standard Account Filter for reports

  Reviewed Sisyphus1967 12 views 0 comments 1 point Started by Sisyphus1967 October 2025 Reports
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  group accounts by business

  Reviewed JimHuff 11 views 0 comments 2 points Started by JimHuff October 2025 Rental Properties and Business Tools
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  Why has one of my Vanguard accounts become invisible to Quicken?

  Answered Closed Twincaman 33 views 2 comments 0 points Most recent by Twincaman October 2025Download, Add/Update Accounts (Windows)
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  Adding new Fidelity Accounts

  Answered Closed St. Anthony 139 views 7 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Linked transfers with splits: keep as single transaction in destination account (do not separate)

  Reviewed tlauducc 616 views 10 comments 19 points Most recent by markaarnold September 2025Manage Accounts and Transactions
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  Fix for: You Have Never Downloaded Transactions

  Answered Closed Bob@45 63 views 3 comments 0 points Most recent by splasher September 2025New to Quicken/Getting Started (Windows)
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  Wrong/Missing Account Type For Newly Added Fidelity 401k Account

  Closed cyberphile 112 views 4 comments 0 points Most recent by EvDob September 2025Errors and Troubleshooting (Windows)
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  "/" cannot be in a account name

  Closed Arthur Begun 43 views 3 comments 2 points Most recent by UKR September 2025Errors and Troubleshooting (Windows)
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  Fidelity accounts not recognized when connecting via Express Web Connect+

  Closed System 98 views 4 comments 0 points Most recent by Quicken Kristina September 2025Errors and Troubleshooting (Windows)
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  Most of my accounts were renamed 'N/A'... Looking for any help to resolve

  Closed KQ 86 views 5 comments 0 points Most recent by UKR September 2025Registers & Transactions (Windows)
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  Financial institution connection update and zzz meaning.

  Answered ✓ Closed Tony Luers 96 views 3 comments 1 point Most recent by NotACPA September 2025Download, Add/Update Accounts (Windows)
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  Single Account Disappeared

  Closed Twincaman 21 views 1 comment 0 points Most recent by Quicken Alyssa September 2025Download, Add/Update Accounts (Windows)
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  Updates - Cannot link with Fidelity accounts [Edited]

  Answered Closed Lindajpat 53 views 2 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  Separate calendars for different accounts

  Reviewed kevin55 11 views 1 comment 1 point Most recent by Chris_QPW September 2025Paying Bills, Online Billers & Reminders
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  After recent Fidelity connection update one out of seven accounts has incorrect cash balance

  Answered Closed gtseaman 92 views 6 comments 0 points Most recent by Quicken Anja September 2025Download, Add/Update Accounts (Mac)
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  Mobile Wallet Accounts

  Reviewed Steveff43 13 views 0 comments 1 point Started by Steveff43 September 2025 Ideas for Mobile
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  Quicken balances not equaling each other

  Answered Closed spectrum 22 views 3 comments 0 points Most recent by splasher September 2025Errors and Troubleshooting (Windows)
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  Express Web Connect+ Not Accommodating Two Account Logins at Same Bank - Capital One

  Answered ✓ Closed jkennelly 52 views 4 comments 0 points Most recent by Quicken Anja September 2025Download, Add/Update Accounts (Windows)
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  Arrange side bar accounts by bank

  Reviewed Reiny_1967 1 view 0 comments 4 points Started by Reiny_1967 September 2025 Manage Accounts and Transactions
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  Quicken doesn't "see" certain accounts at linked banks

  Answered Closed copasetically 22 views 1 comment 0 points Most recent by Quicken Anja September 2025Download, Add/Update Accounts (Windows)
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  10 years with a corrupted uncloseable account with unreconcilable transactions

  Closed gbronc 134 views 7 comments 0 points Most recent by Quicken Kristina September 2025Errors and Troubleshooting (Windows)
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  PNC Direct Connect NOT Working

  Closed WBajwa 415 views 8 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  AXOS Bank adding account, Quicken Shutdown

  Closed glenmccoy 14 views 1 comment 0 points Most recent by Quicken Anja September 2025Download, Add/Update Accounts (Windows)
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  Retirement Account Transaction Not Showing In Calendar

  Closed gary.tynes 22 views 3 comments 0 points Most recent by Quicken Kristina September 2025Registers & Transactions (Windows)
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  Incorrect Mortgage info

  Answered Closed nietob954 23 views 1 comment 0 points Most recent by Quicken Anja September 2025Errors and Troubleshooting (Windows)
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  USAA checking download

  Closed VJKELLEY 32 views 5 comments 0 points Most recent by nmestanas September 2025Download, Add/Update Accounts (Windows)
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  Trouble Connecting to USAA After Forced Reauthorization

  Closed Carlos Ferreira 602 views 30 comments 1 point Most recent by nmestanas September 2025Download, Add/Update Accounts (Windows)