Accounts

Discussion List

• 
  Bank Agreed to Share Data with Quicken, Not Showing Up

  Answered ✓ Closed TropicalFocus 102 views 4 comments 0 points Most recent by TropicalFocus March 2023Download, Add/Update Accounts (Windows)
• 
  How to transfer investment accounts to a new financial institution

  Answered ✓ Closed dmoore24 390 views 4 comments 0 points Most recent by dmoore24 March 2023Investing (Windows)
• 
  Kinecta Federal Credit Union Error OL-297-A

  Closed ChuckM79 89 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 160 views 9 comments 0 points Most recent by Quicken Jasmine March 2023Download, Add/Update Accounts (Windows)
• 
  Can I edit the financial institution name in the Account details?

  Answered Closed JM-GCO 109 views 5 comments 0 points Most recent by Quicken Jasmine March 2023Download, Add/Update Accounts (Windows)
• 
  Not able to download credit card transactions recently

  Answered ✓ Closed Qckn2224 410 views 7 comments 0 points Most recent by Quicken Jasmine March 2023Download, Add/Update Accounts (Windows)
• 
  Bank of America downloaded transctions

  Closed NeilB 35 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 83 views 6 comments 0 points Most recent by Quicken Jared March 2023Download, Add/Update Accounts (Windows)
• 
  Can't Add Schwab Account

  Closed Greystoke 289 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 359 views 1 comment 0 points Most recent by Chris_QPW February 2023Registers & Transactions (Windows)
• 
  Quicken can't find my personal loan account with American Express (AmEx)

  Answered Closed Daniel O 3.2K views 6 comments 0 points Most recent by UKR February 2023Download, Add/Update Accounts (Windows)
• 
  QUICKEN GLOSSARY OF TERMS FOR INVESTMENTS

  Answered Closed JMSOUNDER 153 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)
• 
  "Quicken is Still Connecting Your Biller" Error

  Closed jnprop 587 views 7 comments 1 point Most recent by carlj07 February 2023Paying Bills, Online Billers & Reminders (Windows)
• 
  Merged: American Express Reauthorization Hanging Quicken

  Velinaw2 1 view 0 comments 0 points Most recent by Velinaw2 February 2023Registers & Transactions (Windows)
• 
  I have two different Logins with Bank of America, but One Step Update doesn't handle that

  Closed DeweyVT03 210 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 70 views 3 comments 0 points Most recent by splasher February 2023Download, Add/Update Accounts (Windows)
• 
  Getting OL-301-A when accessing Wells Fargo

  Closed wernerpels 146 views 3 comments 0 points Most recent by Quicken Jasmine February 2023Download, Add/Update Accounts (Windows)
• 
  AMEX - Quicken Connection

  Closed Jerry Campbell 127 views 4 comments 0 points Most recent by UKR February 2023Errors and Troubleshooting (Windows)
• 
  Charles Schwab Account Connection Times Out

  Closed vuwildcat07 312 views 4 comments 0 points Most recent by Mark S. Gilliland February 2023Download, Add/Update Accounts (Windows)
• 
  Line of Credit now seen as a Loan

  Closed trogers79 94 views 3 comments 0 points Most recent by UKR February 2023Errors and Troubleshooting (Windows)
• 
  American Express Updating wrong Account

  Closed Tactical 1 116 views 3 comments 0 points Most recent by Tactical 1 February 2023Download, Add/Update Accounts (Windows)
• 
  CC-800 error but nothing is deleted or restored from backup

  Closed William Aston 95 views 1 comment 0 points Most recent by Quicken Jasmine February 2023Errors and Troubleshooting (Windows)