Accounts

Discussion List

• 
  What is this round arrow in my account list?

  Answered ✓ Closed QknUser77 37 views 2 comments 0 points Most recent by Quicken Anja August 8Registers & Transactions (Windows)
• 
  Merrill Lynch and Fidelity and EWC+, OH MY! (We're not in Kansas anymore, Toto)

  Closed mrzookie 300 views 12 comments 0 points Most recent by cyberphile August 7Download, Add/Update Accounts (Windows)
• 
  Managing Credit Card Fraud

  Closed Jim Birth 68 views 6 comments 0 points Most recent by [Deleted User] August 7Download, Add/Update Accounts (Windows)
• 
  Checking Account Balance is WRONG

  Answered Closed Steph772001 142 views 5 comments 0 points Most recent by ns303 August 7Errors and Troubleshooting (Windows)
• 
  Fidelity Download Broken - Win 11

  Answered Closed DonBig 56 views 2 comments 0 points Most recent by DonBig August 6Download, Add/Update Accounts (Windows)
• 
  Citi still reporting issue

  Answered Closed EmKay 105 views 2 comments 0 points Most recent by UKR August 6Download, Add/Update Accounts (Windows)
• 
  HTTP Status 400 with Amex Canada

  Closed System 23 views 2 comments 0 points Most recent by Quicken Jasmine August 6All Things Canadian (Mac)
• 
  costco citi cc and quicken deluxe issues

  Closed RickP58 90 views 1 comment 0 points Most recent by UKR August 6Errors and Troubleshooting (Windows)
• 
  Fidelity link not working

  Answered Closed Terry Tevis 289 views 4 comments 0 points Most recent by Quicken Jasmine August 5Download, Add/Update Accounts (Mac)
• 
  AMEX data download in Quicken Home & Business Canada

  Closed MurrayP 72 views 4 comments 0 points Most recent by Quicken Jasmine August 5All Things Canadian (Windows)
• 
  I am getting a blank screen when I try to add an account

  Answered Closed bnewsome72 70 views 4 comments 0 points Most recent by Quicken Jasmine August 5Download, Add/Update Accounts (Windows)
• 
  1

  Up
  Be able to change or edit an accounts "type"

  Reviewed geistj 38 views 1 comment 1 point Most recent by NotACPA August 5Manage Accounts and Transactions
• 
  Setup Download for checking accounts

  Closed nstevens 21 views 1 comment 0 points Most recent by Quicken Kristina August 4Download, Add/Update Accounts (Windows)
• 
  Why do I keep getting the below cloud sync error

  Answered Closed dumb bunny 47 views 4 comments 0 points Most recent by Quicken Jasmine August 4Download, Add/Update Accounts (Windows)
• 
  Return of Capital does not adjust cost basis

  Closed elmo 54 views 4 comments 0 points Most recent by Quicken Jasmine August 4Investing (Mac)
• 
  Update not downloading transactions

  Closed cspeidell 75 views 4 comments 0 points Most recent by Quicken Jasmine August 4Download, Add/Update Accounts (Windows)
• 
  2

  Up
  During reconcile, populate the Service charge and Interest earned dates

  Reviewed cube1us 16 views 1 comment 2 points Most recent by UKR August 4Display/UI
• 
  Quicken syncing

  Closed kimmoen99 75 views 4 comments 0 points Most recent by Quicken Jasmine August 3Errors and Troubleshooting (Windows)
• 
  Trouble connecting to Mission Federal Credit Union - error CC-502

  Closed jcauldren 48 views 4 comments 0 points Most recent by Quicken Jasmine August 3Download, Add/Update Accounts (Windows)
• 
  American Express Balance Issue Still Exists - Quicken Classic for Windows

  Closed WillyG 84 views 6 comments 0 points Most recent by Quicken Kristina July 29Download, Add/Update Accounts (Windows)
• 
  ebill service provider changing?

  Answered Closed Larry Huffman 87 views 2 comments 0 points Most recent by Larry Huffman July 29Paying Bills, Online Billers & Reminders (Windows)
• 
  credit showing as debit in income file

  Answered Closed buymilk 12 views 1 comment 0 points Most recent by Quicken Jasmine July 29Errors and Troubleshooting (Windows)
• 
  New T-bill hides downloaded transactions

  Closed EvDob 122 views 9 comments 0 points Most recent by Quicken Jasmine July 29Errors and Troubleshooting (Windows)
• 
  How to record a Roth IRA rollover to another Roth IRA

  Answered ✓ Closed dennis.f.warren 184 views 11 comments 0 points Most recent by Boatnmaniac July 28Investing (Windows)
• 
  "Lock this report" does not work

  Closed Jeffrey Jones 112 views 8 comments 0 points Most recent by Jeffrey Jones July 28Reports (Windows)
• 
  How can I fix a connection problem with the SoFi website?

  Answered Closed tjbuki 54 views 6 comments 0 points Most recent by Quicken Jasmine July 28Download, Add/Update Accounts (Windows)
• 
  one step update stopped working July 2025

  Closed D Baxter 111 views 5 comments -1 point Most recent by NotACPA July 26Download, Add/Update Accounts (Windows)
• 
  How to create a account balances report for both tax and tax deferred investments.

  Answered Closed Jonathan 79 views 8 comments 0 points Most recent by [Deleted User] July 25Reports (Windows)
• 
  Why won't a newly added bank account update?

  Answered Closed Gary LeMann 45 views 3 comments 0 points Most recent by Quicken Anja July 25Download, Add/Update Accounts (Windows)
• 
  How to add Cash from Safe?

  Answered Closed connums 50 views 3 comments 0 points Most recent by nmestanas July 25Download, Add/Update Accounts (Windows)