Accounts

Discussion List

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  Why, When manually entering a transaction in the register, does it take me to the investing tab?

  Closed helloimsam 61 views 1 comment 0 points Most recent by UKR September 2023Errors and Troubleshooting (Windows)
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  Multiple RSU Grants for same stock broken?

  Answered ✓ Closed to_the_penny 61 views 1 comment 0 points Most recent by to_the_penny September 2023Investing (Windows)
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  One Step Update Added Accounts that Aren't Associated with on the One Step Update List

  Closed gizmoinva 72 views 6 comments 1 point Most recent by gizmoinva September 2023Download, Add/Update Accounts (Windows)
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  Does Quicken have access to accounts I don't have loaded in my Quicken File?

  Answered ✓ Closed GG_Bridge 71 views 4 comments 0 points Most recent by Ps56k2 September 2023Download, Add/Update Accounts (Windows)
• 
  Cannot Setup Online with Home Depot Credit Card

  Closed rleifield 972 views 9 comments 0 points Most recent by Quicken Kristina September 2023Download, Add/Update Accounts (Windows)
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  Account Setup: Directly Held Individual Stocks

  Answered Closed pbmartin 121 views 3 comments 0 points Most recent by UKR September 2023Investing (Windows)
• 
  Quicken Locks Up When Selecting Any Account

  Closed boldt 61 views 3 comments 0 points Most recent by boldt September 2023Errors and Troubleshooting (Windows)
• 
  Build R52.20 has problems downloading transactions from many brokerage accounts

  Closed Charles Dong 142 views 6 comments 0 points Most recent by Quicken Jasmine September 2023Download, Add/Update Accounts (Windows)
• 
  HealthEquity HSA Cash Balance error?

  Closed Kroth 31 views 1 comment 0 points Most recent by Quicken Jasmine September 2023Errors and Troubleshooting (Windows)
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  Unable to correctly link with Schwab accounts

  Closed dpm8906 92 views 1 comment 0 points Most recent by Tom Young September 2023Investing (Windows)
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  TD Ameritrade / Schwab - converted IRA account now shows as Checking Acct (edit)

  Answered Closed Big Jake 231 views 14 comments 0 points Most recent by Ps56k2 September 2023Investing (Windows)
• 
  Schwab Downloads, Problems, Issues, Etc.

  Closed sfmng 421 views 6 comments 0 points Most recent by Tom Young September 2023Download, Add/Update Accounts (Windows)
• 
  How to restore sub tabs in the Account Bar?

  Answered Closed dlessmann 162 views 8 comments 0 points Most recent by Boatnmaniac September 2023Download, Add/Update Accounts (Windows)
• 
  Chase Bank Accounts

  Closed Baldlegal 171 views 1 comment 0 points Most recent by Quicken Kristina September 2023Download, Add/Update Accounts (Windows)
• 
  Quicken 2017 murdered

  Closed UnclKracker 41 views 1 comment 0 points Most recent by Greg_the_Geek September 2023Installing and Updating (Windows)
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  Closed Card Still Downloading (Q Mac)

  Closed R Strax 11 views 2 comments 0 points Most recent by R Strax September 2023Registers & Transactions (Mac)
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  Annoying multi-factor authentication (MFA) while downloading

  Closed solostorm 462 views 2 comments 1 point Most recent by lallen0810 September 2023Download, Add/Update Accounts (Windows)
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  Fifth Third Weath Management NOT accurately syncing. Not picking up equities and other investments.

  Closed howardbjr 51 views 5 comments 0 points Most recent by Quicken Jasmine September 2023Download, Add/Update Accounts (Windows)
• 
  calstrs cc-501

  Closed mattys 103 views 1 comment 0 points Most recent by Quicken Anja September 2023Download, Add/Update Accounts (Windows)
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  Can't link PayPal - Crypto Account

  Closed davidmarketing 132 views 2 comments 0 points Most recent by davidmarketing September 2023Download, Add/Update Accounts (Windows)
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  Why do I have to re-authorize all of my accounts with USAA when only one is in error?

  Answered Closed marpler 72 views 3 comments 0 points Most recent by Quicken Kristina September 2023Errors and Troubleshooting (Windows)
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  Contributions Account - How to turn-off on an old account

  Answered Closed Stacy K 132 views 9 comments 0 points Most recent by mshiggins August 2023Download, Add/Update Accounts (Windows)
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  Download failures with Discover Card and Bank

  Answered Closed mertenj 257 views 14 comments 0 points Most recent by ChgoLM August 2023Download, Add/Update Accounts (Windows)
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  USAA Credit Card Account Showing As Checking (Windows)

  Closed System 142 views 18 comments 0 points Most recent by BRE66 August 2023Download, Add/Update Accounts (Windows)