Accounts

Discussion List

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  Connecting to BrightStart 529 Error - Wrong URL

  Closed jkurutz 470 views 3 comments 0 points Most recent by Ps56k2 March 2023Download, Add/Update Accounts (Mac)
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  My bank merged with CrossFirst Bank. Can I update new routing number or do I install as new acct?

  Answered Closed vkloard 51 views 2 comments 1 point Most recent by Shadow321 March 2023Download, Add/Update Accounts (Windows)
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  Not downloading (AGAIN)

  Closed dnelson 93 views 6 comments 0 points Most recent by Quicken Jasmine March 2023Errors and Troubleshooting (Windows)
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  Formatting Multiple Tags in a Report

  Answered Closed Daniel R 145 views 1 comment 0 points Most recent by MontanaKarl March 2023Reports (Mac)
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  Why won't Schwab connect anymore?

  Answered Closed rcossette 52 views 3 comments 0 points Most recent by Quicken Jasmine March 2023Download, Add/Update Accounts (Mac)
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  Quicken does not let me add Schwab accounts

  Answered Closed Alex T K 916 views 6 comments 0 points Most recent by Alex T K March 2023Download, Add/Update Accounts (Windows)
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  Quicken Unable to Transfer Short Positions Between Accounts

  Closed TradesGalore 202 views 2 comments 0 points Most recent by TradesGalore March 2023Investing (Windows)
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  Adding Accounts

  Answered Closed kjorgen533 31 views 1 comment 0 points Most recent by Jon March 2023Download, Add/Update Accounts (Mac)
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  Bank Agreed to Share Data with Quicken, Not Showing Up

  Answered ✓ Closed TropicalFocus 103 views 4 comments 0 points Most recent by TropicalFocus March 2023Download, Add/Update Accounts (Windows)
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  How to transfer investment accounts to a new financial institution

  Answered ✓ Closed dmoore24 361 views 4 comments 0 points Most recent by dmoore24 March 2023Investing (Windows)
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  Kinecta Federal Credit Union Error OL-297-A

  Closed ChuckM79 84 views 4 comments 0 points Most recent by Quicken Jasmine March 2023Download, Add/Update Accounts (Windows)
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  "Update Now" Button for Some Rockland Trust Accounts Greyed Out

  Closed garydidio 153 views 9 comments 0 points Most recent by Quicken Jasmine March 2023Download, Add/Update Accounts (Windows)
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  Can I edit the financial institution name in the Account details?

  Answered Closed JM-GCO 101 views 5 comments 0 points Most recent by Quicken Jasmine March 2023Download, Add/Update Accounts (Windows)
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  Not able to download credit card transactions recently

  Answered ✓ Closed Qckn2224 401 views 7 comments 0 points Most recent by Quicken Jasmine March 2023Download, Add/Update Accounts (Windows)
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  Bank of America downloaded transctions

  Closed NeilB 32 views 3 comments 0 points Most recent by Quicken Jared March 2023Download, Add/Update Accounts (Windows)
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  Chase converted 1 account to 2 different names

  Answered ✓ Closed Alan Edward 72 views 6 comments 0 points Most recent by Quicken Jared March 2023Download, Add/Update Accounts (Windows)
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  Can't Add Schwab Account

  Closed Greystoke 281 views 3 comments 0 points Most recent by Quicken Jasmine February 2023Download, Add/Update Accounts (Windows)
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  My account list shows a balance on an account with a zero balance

  Closed VickiM 352 views 1 comment 0 points Most recent by Chris_QPW February 2023Registers & Transactions (Windows)
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  Quicken can't find my personal loan account with American Express (AmEx)

  Answered Closed Daniel O 3.1K views 6 comments 0 points Most recent by UKR February 2023Download, Add/Update Accounts (Windows)
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  QUICKEN GLOSSARY OF TERMS FOR INVESTMENTS

  Answered Closed JMSOUNDER 143 views 4 comments 0 points Most recent by mshiggins February 2023Investing (Windows)
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  Merged: AMEX Fix

  CD302 51 views 0 comments 0 points Most recent by CD302 February 2023Download, Add/Update Accounts (Windows)
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  How do I move an account from Banking to Investing?

  Answered Closed dmaas 1.7K views 2 comments 0 points Most recent by dmaas February 2023Download, Add/Update Accounts (Mac)
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  "Quicken is Still Connecting Your Biller" Error

  Closed jnprop 583 views 7 comments 1 point Most recent by carlj07 February 2023Paying Bills, Online Billers & Reminders (Windows)
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  Merged: American Express Reauthorization Hanging Quicken

  Velinaw2 1 view 0 comments 0 points Most recent by Velinaw2 February 2023Registers & Transactions (Windows)