Accounts

Discussion List

• 
  Schwab Balances, Downloads, Cash Balances still wrong after over a year

  Closed ebcullen 121 views 2 comments 0 points Most recent by Boatnmaniac August 2023Download, Add/Update Accounts (Windows)
• 
  Accounts not downloading transactions through Express Web Connect

  Closed ssanders24 81 views 3 comments 1 point Most recent by Quicken Jasmine August 2023Download, Add/Update Accounts (Windows)
• 
  OSU update issue with First National Bank Omaha

  Closed M_B 381 views 14 comments 0 points Most recent by Pedro504 August 2023Download, Add/Update Accounts (Windows)
• 
  Macros for Quick, Repetitive (non-schedule-able) Register Entries

  Closed adsoft2015 101 views 2 comments 0 points Most recent by adsoft2015 August 2023Registers & Transactions (Mac)
• 
  Online services sometimes mistakes Credit Cards for Savings accounts

  Closed brs 131 views 2 comments 0 points Most recent by Quicken Kristina August 2023Download, Add/Update Accounts (Windows)
• 
  Setting up a new file help

  Closed wkwallst 41 views 2 comments 0 points Most recent by wkwallst August 2023Registers & Transactions (Windows)
• 
  401k Employer Match Keeps Changing Account

  Answered Closed KingMan 31 views 3 comments 0 points Most recent by Quicken Kristina August 2023Paying Bills, Online Billers & Reminders (Windows)
• 
  How to remove previous windows/accounts from Doc (Q Mac)

  Answered Closed carol 51 views 4 comments 0 points Most recent by carol August 2023Errors and Troubleshooting (Mac)
• 
  One of my investment accounts will not update

  Closed goughf 251 views 6 comments 0 points Most recent by Quicken Jasmine August 2023Download, Add/Update Accounts (Windows)
• 
  Why do I have multiple email addresses for my Quicken life?

  Answered Closed frankfurter 41 views 1 comment 0 points Most recent by jacobs August 2023Signing In, Passwords, and Activation (Mac)
• 
  Bitcoin Support

  Closed Amphibious J 151 views 1 comment 1 point Most recent by Quicken Anja August 2023Community Improvement Suggestions
• 
  How do I unlink my Roth IRA account from my checking account without lossing data

  Closed William A Clark 81 views 5 comments 0 points Most recent by mshiggins August 2023Registers & Transactions (Windows)
• 
  Should I include Venmo as an account in Quicken?

  Closed Nicole A 3.3K views 4 comments 1 point Most recent by RalphC August 2023Download, Add/Update Accounts (Windows)
• 
  Why would Customer Invoices show a positive balance?

  Answered ✓ Closed Norman Drews 51 views 1 comment 0 points Most recent by Norman Drews July 2023Registers & Transactions (Windows)
• 
  For the past month I have trouble updating certain accounts, 2 Discover Cards, & 2 Schwab Accounts.

  Answered Closed dwfedorick 11 views 1 comment 0 points Most recent by Mark1104 July 2023Download, Add/Update Accounts (Windows)
• 
  Adding Chase/Amazon Credit Card shows up under investments

  Closed terry.kaz 101 views 6 comments 0 points Most recent by Quicken Kristina July 2023Download, Add/Update Accounts (Windows)
• 
  Quicken Mobile not Syncing with Desktop

  Closed Tman 141 views 3 comments 0 points Most recent by Quicken Jasmine July 2023Errors and Troubleshooting (Mobile)
• 
  Adding new investment account issue

  Answered Closed rmw858 41 views 3 comments 0 points Most recent by rmw858 July 2023Download, Add/Update Accounts (Windows)
• 
  Cannot Download from Accounts with Multiple Financial Institutions

  Closed System 351 views 12 comments 0 points Most recent by Boatnmaniac July 2023Download, Add/Update Accounts (Windows)
• 
  Multiple Paypal Logins

  Answered ✓ Closed qrpercival 421 views 3 comments 0 points Most recent by qrpercival July 2023Download, Add/Update Accounts (Windows)
• 
  Investment Account / Landing Page Change

  Closed MaryR 131 views 6 comments 0 points Most recent by Rmplmnz July 2023Investing (Windows)
• 
  Capital One - add credit card account to Quicken (July 2023)

  Answered ✓ Closed beetreaux 1.2K views 3 comments 0 points Most recent by Boatnmaniac July 2023Download, Add/Update Accounts (Windows)
• 
  My Quicken linked Schwab Investment/cash account recently deleted holdings

  Answered Closed berndog4u 41 views 4 comments 0 points Most recent by mshiggins July 2023Investing (Windows)
• 
  Errors on accounts after deactivating them and running validate and repair

  Closed Greg Brown 91 views 4 comments 0 points Most recent by [Deleted User] July 2023Download, Add/Update Accounts (Windows)
• 
  Morgan Stanley Wealth Management will not let me add a new account

  Closed Ben12 161 views 3 comments 0 points Most recent by Quicken Kristina July 2023Download, Add/Update Accounts (Windows)
• 
  Download is posting to wrong account - How to transfer transactions to correct account? (edit)

  Answered Closed leonard kearney 1.2K views 20 comments 0 points Most recent by Quicken Kristina July 2023Investing (Windows)