Accounts

Discussion List

• 
  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)
• 
  PNC Direct Connect NOT Working

  Closed WBajwa 415 views 8 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
• 
  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)
• 
  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)
• 
  Incorrect Mortgage info

  Answered Closed nietob954 24 views 1 comment 0 points Most recent by Quicken Anja September 2025Errors and Troubleshooting (Windows)
• 
  USAA checking download

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

  Closed Carlos Ferreira 608 views 30 comments 1 point Most recent by nmestanas September 2025Download, Add/Update Accounts (Windows)
• 
  Cannot Connect to Virginia Retirement System (Voya)

  Closed JBKnapp 26 views 1 comment 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
• 
  delete phantom account in update

  Closed VerbalK 43 views 5 comments 0 points Most recent by VerbalK September 2025Errors and Troubleshooting (Windows)
• 
  Cannot download Amazon or Care Credit cards from Synchrony

  Closed hdkitty1 60 views 3 comments 1 point Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
• 
  Problems witn Schwab SWPPX (S&P 500 Index) and SWVXX (Money Mkt) Funds?

  Answered Closed Argiguy 113 views 8 comments 0 points Most recent by bgolden42 September 2025Errors and Troubleshooting (Windows)
• 
  1

  Up
  Ability to Create Sub-Accounts

  Reviewed Sal1998 145 views 3 comments 1 point Most recent by Sal1998 September 2025Manage Accounts and Transactions
• 
  Can I create a new account w/out losing the info in the original account? [Edited]

  Answered Closed wkm 21 views 1 comment 0 points Most recent by NotACPA September 2025Registers & Transactions (Windows)
• 
  Having to reset my accounts every time I do a download.

  Closed SSStrube 13 views 1 comment 0 points Most recent by Quicken Anja September 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity Elan credit card download failure

  Answered ✓ Closed walter bender 899 views 57 comments 0 points Most recent by Richard Schreyer September 2025Download, Add/Update Accounts (Windows)
• 
  Change account type assigned to CDs from Synchrony Bank - came in as Checking Accounts -

  Answered ✓ Closed kmkelmor 79 views 9 comments 0 points Most recent by kmkelmor September 2025Download, Add/Update Accounts (Windows)
• 
  Cannot add Wells Fargo account - says login password invalid

  Closed ShrewdOne 47 views 1 comment 0 points Most recent by Quicken Anja September 2025Errors and Troubleshooting (Mac)
• 
  MySynchrony (Bell Tire Credit Card)

  Closed scottmonte 146 views 1 comment 0 points Most recent by Quicken Anja September 2025Download, Add/Update Accounts (Windows)
• 
  Incorrect account value in investment report but correct value in account bar?

  Answered Closed Dhays 70 views 3 comments -1 point Most recent by Quicken Kristina August 2025Investing (Windows)
• 
  1

  Up
  A new account designated as primarily personal use should not default to the business columns (Q Mac

  Reviewed RayZizik 41 views 1 comment 1 point Most recent by UKR August 2025Manage Accounts and Transactions
• 
  Investment Account with Many Transactions - Poor Performance

  Answered Closed acloudman 98 views 6 comments 0 points Most recent by GermanBlueRam August 2025Registers & Transactions (Windows)
• 
  Connecting to Ascensus for transitioned Vanguard account

  Answered Closed pemartin210 521 views 15 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
• 
  5

  Up
  Rename and Quick Fill Rules Should Include an Account Filter

  Reviewed AGGSpeaker 154 views 5 comments 5 points Most recent by LTQknUser23 August 2025Manage Accounts and Transactions
• 
  Schwab/Quicken Account Reporting Incorrect Balance

  Closed Bruce Rose 55 views 3 comments 1 point Most recent by supersol August 2025Investing (Windows)
• 
  12

  Up
  Health Savings Account (HSA)

  Reviewed MT_Chiefs_Fan 148 views 6 comments 12 points Most recent by Chris_QPW August 2025Investments
• 
  Nordstrom Credit Card Requires Multifactor Authentication EVERY TIME

  Closed ntrainer 249 views 10 comments 0 points Most recent by jacobs August 2025Download, Add/Update Accounts (Mac)
• 
  Setup and Tracking of Flexible Spending Account (FSA)

  Answered Closed mdross171 184 views 3 comments 0 points Most recent by mdross171 August 2025Download, Add/Update Accounts (Windows)
• 
  Single account vs multiple accounts

  Closed Mike_L 46 views 2 comments 0 points Most recent by Mike_L August 2025New to Quicken/Getting Started (Windows)