Accounts

Discussion List

• 
  Quicken does not let me add Schwab accounts

  Answered Closed Alex T K 922 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 201 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 101 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 371 views 4 comments 0 points Most recent by dmoore24 March 2023Investing (Windows)
• 
  Kinecta Federal Credit Union Error OL-297-A

  Closed ChuckM79 81 views 4 comments 0 points Most recent by Quicken Jasmine March 2023Download, Add/Update Accounts (Windows)
• 
  "Update Now" Button for Some Rockland Trust Accounts Greyed Out

  Closed garydidio 151 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 31 views 3 comments 0 points Most recent by Quicken Jared March 2023Download, Add/Update Accounts (Windows)
• 
  Chase converted 1 account to 2 different names

  Answered ✓ Closed Alan Edward 71 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)
• 
  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)
• 
  QUICKEN GLOSSARY OF TERMS FOR INVESTMENTS

  Answered Closed JMSOUNDER 141 views 4 comments 0 points Most recent by mshiggins February 2023Investing (Windows)
• 
  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 1 comment 0 points Most recent by dmaas February 2023Download, Add/Update Accounts (Mac)
• 
  "Quicken is Still Connecting Your Biller" Error

  Closed jnprop 581 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)
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  I have two different Logins with Bank of America, but One Step Update doesn't handle that

  Closed DeweyVT03 201 views 1 comment 0 points Most recent by Quicken Jared February 2023Download, Add/Update Accounts (Windows)
• 
  Does anyone know when Quicken.com/support is open? When I call, the robot says "closed."

  Answered Closed Juds 62 views 3 comments 0 points Most recent by splasher February 2023Download, Add/Update Accounts (Windows)
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  Getting OL-301-A when accessing Wells Fargo

  Closed wernerpels 141 views 3 comments 0 points Most recent by Quicken Jasmine February 2023Download, Add/Update Accounts (Windows)
• 
  AMEX - Quicken Connection

  Closed Jerry Campbell 121 views 4 comments 0 points Most recent by UKR February 2023Errors and Troubleshooting (Windows)
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  Messed up and made 2 PayPal accounts - need to combine (QMAC)

  Answered Closed Lanman 82 views 4 comments 0 points Most recent by jacobs February 2023Download, Add/Update Accounts (Mac)
• 
  Charles Schwab Account Connection Times Out

  Closed vuwildcat07 301 views 4 comments 0 points Most recent by Mark S. Gilliland February 2023Download, Add/Update Accounts (Windows)