Accounts

Discussion List

• 
  Account balances incorrect

  Answered Closed schmieg 56 views 3 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Mobile)
• 
  Can't connect 1 of many Fidelity accounts for download

  Closed Mike129 98 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  Is this a live chat? I'm not receiving a response to my questions.

  Answered Closed Norris Aikens 24 views 1 comment 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Windows)
• 
  zzz-fidelity issue

  Closed cfe 53 views 1 comment 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Windows)
• 
  Tried to set up CD account, but not seeing it in Accounts List

  Closed System 22 views 3 comments 0 points Most recent by NotACPA October 2025Download, Add/Update Accounts (Windows)
• 
  New Fidelity Connection - Incorrect # of Shares/Missing Investment Accounts [Mac]

  Answered Closed AFN 3.9K views 140 comments 1 point Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
• 
  New Fidelity Connection - Incorrect # of Shares/Missing Investment Accounts [WIN]

  Closed Marilyn Heidenfelder 5.7K views 120 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  Red Flags not going away with item in Online Center

  Closed marpler 21 views 2 comments 0 points Most recent by marpler October 2025Errors and Troubleshooting (Windows)
• 
  Added an account that has been open for months, only shows a couple months transactions

  Answered Closed Jibsman 32 views 2 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  2

  Up
  Custom Colors For Accounts In Sidebar (Mac)

  Reviewed Oscelot 11 views 0 comments 2 points Started by Oscelot October 2025 Manage Accounts and Transactions
• 
  Coinbase partially working

  Closed esaurusaitis 24 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
• 
  2

  Up
  Account Status Report

  Reviewed Michael Wacey 52 views 4 comments 2 points Most recent by Michael Wacey October 2025Reports
• 
  1

  Up
  update progress window, include wheel progress indicator from main acct window

  Reviewed india just 1 view 0 comments 1 point Started by india just October 2025 Product Enhancements
• 
  1

  Up
  Ability to group Investment accounts by Taxable and Non-Taxable on Account Sidebar [Edited]

  Reviewed Dali 23 views 2 comments 1 point Most recent by Dali October 2025Investments
• 
  Principal Financial 401K account added successfully, but the amount is DOUBLED

  Answered Closed jc999 156 views 5 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
• 
  3

  Up
  Add Integrations for International Banks (primarily in the UK and EU)

  Reviewed Nederdraak 482 views 9 comments 3 points Most recent by jacobs October 2025Manage Accounts and Transactions
• 
  How to manage old accounts? What to delete and how?

  Closed mikek753b 37 views 2 comments 0 points Most recent by mikek753b October 2025Download, Add/Update Accounts (Windows)
• 
  Is anyone else having issues updating accounts?

  Answered Closed Luis M 41 views 2 comments 0 points Most recent by UKR October 2025Errors and Troubleshooting (Windows)
• 
  Fidelity reauthorization process created duplicate accounts

  Closed crissnyder 159 views 2 comments 0 points Most recent by crissnyder October 2025Download, Add/Update Accounts (Windows)
• 
  My accounts do not appear when I try to update them - keeps happening

  Answered Closed ktpmm5 32 views 2 comments 0 points Most recent by ktpmm5 October 2025Errors and Troubleshooting (Windows)
• 
  How to fix recent quicken errors.

  Closed JDPINC 93 views 3 comments 0 points Most recent by Quicken Anja October 2025Errors and Troubleshooting (Windows)
• 
  Where is the account register last update timestamp?

  Answered Closed jtgostars 52 views 4 comments 0 points Most recent by hannah1205 October 2025Download, Add/Update Accounts (Windows)
• 
  Chase Credit Cards not showing in Quicken - though Chase website says Quicken is linked

  Answered ✓ Closed jc999 86 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Mac)
• 
  Correcting investment account cash balance

  Answered Closed asdf7890 54 views 1 comment 0 points Most recent by Tom Young October 2025Registers & Transactions (Windows)
• 
  5

  Up
  Account Sub-Category Groupings

  Reviewed cdodsonva 24 views 1 comment 5 points Most recent by Captain Tim October 2025Manage Accounts and Transactions
• 
  Investment >Account Overview Holdings Cash Balance Does not Equal Linked Cash Balance

  Closed BRETTB 306 views 11 comments 0 points Most recent by Quicken Kristina October 2025Investing (Windows)
• 
  First Internet Bank - Online Services no longer available with switch to Narmi platform

  Closed bkinva 417 views 27 comments 0 points Most recent by Bob_L October 2025Download, Add/Update Accounts (Windows)
• 
  1

  Up
  Add Standard Account Filter for reports

  Reviewed Sisyphus1967 12 views 0 comments 1 point Started by Sisyphus1967 October 2025 Reports
• 
  2

  Up
  group accounts by business

  Reviewed JimHuff 12 views 0 comments 2 points Started by JimHuff October 2025 Rental Properties and Business Tools
• 
  Why has one of my Vanguard accounts become invisible to Quicken?

  Answered Closed Twincaman 34 views 2 comments 0 points Most recent by Twincaman October 2025Download, Add/Update Accounts (Windows)