Discussion List

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  FDP-106 Sofi

  Closed System 28 views 2 comments 0 points Most recent by Quicken Jasmine February 2Errors and Troubleshooting (Mac)
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  Bank of Montreal (BMO) - Still having problem downloading transactions on my Line of Credit (LOC)

  Closed FrancoisB 35 views 1 comment 0 points Most recent by Quicken Jasmine February 2All Things Canadian (Mac)
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  For those who were asking: CIBC does use Quicken Connect now

  Closed Gilles9 35 views 1 comment 0 points Most recent by Quicken Jasmine February 2All Things Canadian (Mac)
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  Not sure if my problem is the same as: UPDATE! 1/27/25 Multiple FIs - FDP-101/FDP-103, CC-501/CC-503

  Answered ✓ Closed PlsTellMeHowToDoThis 98 views 4 comments 0 points Most recent by Quicken Jasmine February 2Download, Add/Update Accounts (Windows)
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  Citibank Connection Issue

  Closed brdannelly 128 views 9 comments 0 points Most recent by Quicken Kristina February 1Errors and Troubleshooting (Windows)
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  Optum Bank HSA downloads

  Closed christinaund 158 views 4 comments 1 point Most recent by jacobs February 1Errors and Troubleshooting (Mac)
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  Schools First FCU CC-503 Error Resolved

  Closed mark1130 362 views 25 comments -1 point Most recent by bgugliel January 31Errors and Troubleshooting (Windows)
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  Can't Add Morgan Stanley Private Bank CD Account

  Closed Jan G 62 views 3 comments 0 points Most recent by Quicken Kristina January 31Download, Add/Update Accounts (Windows)
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  Separate accounts for different tenants' security deposits

  Reviewed citynomad 19 views 0 comments 1 point Started by citynomad January 30 Rental Property and Business Tools
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  How do I get quicken to separate transactions according to each business, instead of lumping them to

  Answered Closed rhalexda 212 views 20 comments 0 points Most recent by mshiggins January 30Business and Rental Property Tools (Windows)
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  MacOS Quicken - OFX Import - Match Using BANKTRNS

  Answered Closed bash 87 views 7 comments 0 points Most recent by Chris_QPW January 29File Conversion and Backup (Mac)
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  How to add Prudential Insurance policy

  Answered ✓ Closed IanRowlands 87 views 9 comments 0 points Most recent by BK January 29Registers & Transactions (Mac)
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  Does anyone know if the problem with PayPal Credit card has ever being resolved?

  Answered Closed ErnieV 28 views 1 comment 0 points Most recent by Quicken Jasmine January 29Download, Add/Update Accounts (Windows)
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  How to connect to Nationwide to add annuity?

  Answered Closed IanRowlands 34 views 1 comment 0 points Most recent by Quicken Jasmine January 29Download, Add/Update Accounts (Mac)
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  5

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  Show Account Description in header with Account Name in account view

  Reviewed Greg T 51 views 2 comments 5 points Most recent by UserDavidC January 29Display/UI
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  Struggling to add mortgage from Northern Trust

  Closed IanRowlands 36 views 4 comments 0 points Most recent by IanRowlands January 28New to Quicken/Getting Started (Mac)
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  Pentagon Federal Credit Union FDP-102 error

  Closed System 65 views 7 comments 0 points Most recent by Quicken Kristina January 28Download, Add/Update Accounts (Mac)
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  BlueCross BlueShield of Illinois AND Citizens Bank

  Closed James118 116 views 5 comments 0 points Most recent by Quicken Anja January 28Errors and Troubleshooting (Windows)
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  Can Quicken please add Openbank by Santander Bank to the list of institutions to connect to?

  Answered Closed wblogan 157 views 1 comment 0 points Most recent by UKR January 27Download, Add/Update Accounts (Windows)
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  Chartway Fed Credit Union Error

  Closed jeffu 116 views 5 comments 1 point Most recent by Quicken Kristina January 25Download, Add/Update Accounts (Mac)
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  Ideas for budgeting and accounts

  Closed Richard K 89 views 2 comments 0 points Most recent by UKR January 24Budgeting and Planning Tools (Windows)
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  Wealthfront not connecting as of today 12/17/24

  Closed christinaund 280 views 27 comments 1 point Most recent by Quicken Anja January 24Download, Add/Update Accounts (Mac)
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  Regions not Downloading

  Answered ✓ Closed Tman 8.5K views 234 comments 2 points Most recent by Ewm101 January 23Download, Add/Update Accounts (Windows)
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  Investor 360 OFX Error: 16503 (QMAC)

  Closed bmilewski82 403 views 18 comments 1 point Most recent by rpluoma January 23Errors and Troubleshooting (Mac)
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  Cannot Rearrange Accounts in Register Sidebar

  Closed haroldf747 140 views 4 comments 0 points Most recent by NoCouth January 22Errors and Troubleshooting (Windows)
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  Quicken mobile has two stocks incorrect from Quicken

  Answered Closed marrdrm1971 131 views 7 comments 0 points Most recent by Quicken Jasmine January 22Errors and Troubleshooting (Quicken on the Web)
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  Roth 401(k) account not listed for after-tax deduction on paycheck: A workaround

  Closed nick.koch 52 views 1 comment 0 points Most recent by Quicken Jasmine January 22Errors and Troubleshooting (Windows)
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  Any Update on Synchrony Savings and Discover Card Not Being Able To Add Accounts?

  Closed NLT 95 views 7 comments 0 points Most recent by Quicken Anja January 22Download, Add/Update Accounts (Windows)
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  Import transactions from bank option

  Answered ✓ Closed jackk8888 126 views 6 comments 0 points Most recent by Boatnmaniac January 20Download, Add/Update Accounts (Windows)