Accounts

Discussion List

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  Auto-Entry of downloaded transactions

  Closed rfmoskowitz 66 views 9 comments 0 points Most recent by Quicken Kristina January 6Registers & Transactions (Windows)
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  Why am I missing some Individual Accts in BofA Corporate Acct during Express Connect+ Plus setup?

  Answered Closed koberoi 98 views 7 comments 0 points Most recent by Quicken Kristina January 6Download, Add/Update Accounts (Windows)
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  Adding Fidelity Investments accounts

  Closed Eddie Paz 33 views 3 comments 0 points Most recent by Quicken Anja January 6Download, Add/Update Accounts (Windows)
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  Unable to reconnect Schwab HSA account

  Closed System 404 views 37 comments 0 points Most recent by Quicken Kristina January 5Download, Add/Update Accounts (Mac)
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  Completely unable to connect Fidelity Investments via WebConnect

  Closed foster.a 95 views 4 comments 0 points Most recent by Quicken Alyssa January 5Download, Add/Update Accounts (Windows)
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  New Fidelity Account Not In List Of Accounts To Be Added

  Closed Tony Fong 54 views 3 comments 0 points Most recent by Quicken Alyssa January 5Download, Add/Update Accounts (Windows)
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  Current Mac version doesn't download portfolios correctly

  Closed hyyqckn 82 views 7 comments 0 points Most recent by jacobs January 5Download, Add/Update Accounts (Mac)
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  Putting date's in sequence

  Answered ✓ Closed Ron 52 views 5 comments 0 points Most recent by jacobs January 4Reports (Mac)
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  Quicken Set Up For Variable APR Interest Only Loan? Anything New?

  Answered ✓ Closed Robin Owen 21 views 2 comments 0 points Most recent by Robin Owen January 4Budgeting and Planning Tools (Windows)
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  "More Accounts" section under Banking shows CLOSED icon

  Closed rfmoskowitz 12 views 1 comment 0 points Most recent by rfmoskowitz January 3Download, Add/Update Accounts (Windows)
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  Color code entries by payee, category, or both [Edited]

  Reviewed Oscelot 11 views 1 comment 1 point Most recent by Quicken Kristina January 3Display/UI
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  Unable to download Capital One credit card into Quicken

  Closed System 1 view 3 comments 0 points Most recent by Quicken Kristina January 2Download, Add/Update Accounts (Windows)
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  Unable to "Add Account" from any financial institution (Quicken Classic on Windows 11)

  Closed jo ma 21 views 2 comments 0 points Most recent by Quicken Kristina January 2Download, Add/Update Accounts (Windows)
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  One step update doesn't recognize 2 of 3 Vanguard accounts

  Answered ✓ Closed ChicagoGuy 112 views 7 comments 0 points Most recent by Quicken Anja January 2Download, Add/Update Accounts (Windows)
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  Cannot activate one step update for Bank of America Accounts

  Closed jdparker225 138 views 5 comments 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
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  Search across All Transactions should include Hidden Accounts (Q Mac)

  Already Offered dhockemeyer 32 views 3 comments 1 point Most recent by jacobs December 2025Manage Accounts and Transactions
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  Problem adding account/Citi credit card

  Answered Closed ShortCircuit404 111 views 8 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  I have a credit card that is adding charges and balance owed is decreasing

  Closed mjrrobins 82 views 8 comments 0 points Most recent by splasher December 2025Registers & Transactions (Windows)
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  Downloaded transactions available for review, but 'Downloaded Transactions' tab is not visible

  Closed aorlow 103 views 5 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Why can't I add Discover card to quicken?

  Answered Closed Jake Walker 51 views 3 comments 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
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  JP Morgan Investment Account - how do I remove download and all downloaded info? [Edited]

  Answered Closed CIRPCA 31 views 3 comments 0 points Most recent by Jon December 2025Investing (Mac)
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  Multiple accounts corrupted when opening Quicken

  Closed HelpQuickHelpMe 181 views 18 comments 1 point Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Windows)
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  Credit card balances

  Answered Closed mb66 71 views 4 comments 0 points Most recent by UKR December 2025Registers & Transactions (Windows)
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  Bank of America - Quicken (newest way to download)

  Closed hh311 350 views 11 comments 0 points Most recent by Quicken Anja December 2025Download, Add/Update Accounts (Windows)
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  Is there an ETA on when the Amazon Prime Store Card integration with Synchrony Bank will be updated?

  Answered Closed bhcaff 96 views 4 comments -1 point Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Better Account Category Options [Edited]

  Closed ejvette1998 11 views 1 comment 0 points Most recent by Quicken Anja December 2025Registers & Transactions (Windows)
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  Balances Don't Equal - T.Rowe Price Funds Online vs. Quicken

  Answered ✓ Closed mark miller 3 views 2 comments 0 points Most recent by Quicken Alyssa December 2025Registers & Transactions (Windows)
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  Financial Institution Missing from Account Details

  Answered Closed FactoryOfSadness 21 views 4 comments 1 point Most recent by NotACPA December 2025Errors and Troubleshooting (Windows)
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  Anyone able to connect to Transamerica 403b? (not the insurance portal)

  Answered Closed cory949 43 views 3 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Mac)
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  Chase Bank syncing & authorization

  Closed Louis Block 22 views 3 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Mac)