Accounts

Discussion List

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  Memorized Transactions or Renaming Rules by Account (2 Merged Votes)

  Under Consideration Jan Burch 1.4K views 40 comments 44 points Most recent by UKR March 1Manage Accounts and Transactions
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  How do I remove Web Connect so I can use a different method

  Answered ✓ Closed settonull 78 views 4 comments 0 points Most recent by settonull February 28Errors and Troubleshooting (Windows)
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  CC-503 Synchrony

  Closed System 176 views 20 comments 0 points Most recent by keytides February 28Errors and Troubleshooting (Windows)
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  One step update not working on Vanguard and Fidelity

  Answered Closed rjbeckwith 216 views 2 comments 0 points Most recent by rjbeckwith February 27Download, Add/Update Accounts (Windows)
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  Retire All Years Except for Current Year and Seven Years Prior

  Reviewed SSTOUT4 39 views 1 comment 2 points Most recent by NotACPA February 27Backups and File Conversions
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  Treasury Direct - add new account fails

  Closed geostone1 44 views 3 comments 0 points Most recent by Quicken Jasmine February 27Download, Add/Update Accounts (Mac)
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  Quicksilver/Capital One showing up as savings

  Answered Closed kookykrazee 21 views 3 comments 0 points Most recent by UKR February 27Download, Add/Update Accounts (Windows)
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  Merged: Reset Vanguard account leads to blank screen and Quicken freezes

  Closed Tominator 24 views 0 comments 0 points Most recent by Djb1990 February 27Download, Add/Update Accounts (Windows)
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  Capital One freezes when updating

  Closed inman 174 views 18 comments 0 points Most recent by inman February 27Download, Add/Update Accounts (Windows)
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  Roth IRA incorrect, using simple positions

  Closed slemay2 48 views 2 comments 0 points Most recent by Chris_QPW February 26Investing (Windows)
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  NetXInvestor / Pershing 0L-297-A - Intermittent errors since December 2024

  Closed kenlevy 62 views 1 comment 0 points Most recent by Quicken Jasmine February 26Download, Add/Update Accounts (Windows)
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  OneStep update unreliable especially for brokerage accounts

  Closed SteveK2021 48 views 2 comments 0 points Most recent by Quicken Jasmine February 26Download, Add/Update Accounts (Windows)
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  0L-295-A Error when trying to connect Quicken Classic Business & Personal to First Hawaiian Bank

  Closed JDA_OGG 15 views 1 comment 0 points Most recent by Quicken Jasmine February 25Download, Add/Update Accounts (Windows)
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  Online Balance - Reconciling is Frustrating

  Answered Closed gambit.xmn 33 views 2 comments 0 points Most recent by NotACPA February 25Errors and Troubleshooting (Windows)
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  USAA Checking downloads but doesn't show on Accounts list

  Answered Closed HHObregon 23 views 2 comments 0 points Most recent by Quicken Jasmine February 24Download, Add/Update Accounts (Windows)
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  Merged: Vanguard account Transaction dimmed an no history after re-connecting

  Closed PQuincy 25 views 0 comments 0 points Most recent by Quicken Jasmine February 24Download, Add/Update Accounts (Mac)
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  Merged: OL-295-A error

  Closed Bertilak 40 views 0 comments 0 points Most recent by AndrewQ February 24Errors and Troubleshooting (Windows)
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  Fidelity Transactions Not Downloading

  Closed slips 152 views 2 comments 0 points Most recent by Boatnmaniac February 23Download, Add/Update Accounts (Mac)
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  Fidelity Balance Incorrect

  Closed System 18 views 2 comments 0 points Most recent by Quicken Jasmine February 23Download, Add/Update Accounts (Mac)
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  Phantom amount added in one account

  Answered ✓ Closed schmieg 114 views 10 comments 0 points Most recent by Quicken Anja February 22Errors and Troubleshooting (Mobile)
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  Quicken is slow to load since late last week (1/17/25)

  Closed Chuck56 280 views 13 comments 0 points Most recent by Rensalier February 21Errors and Troubleshooting (Windows)
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  Merged: Banks Not Syncing

  Closed kipick 17 views 0 comments 0 points Most recent by kipick February 21Errors and Troubleshooting (Windows)
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  Can't download Synchrony Walgreens Mastercard transactions

  Closed Richard Roll 65 views 7 comments 0 points Most recent by Quicken Kristina February 21Download, Add/Update Accounts (Mac)
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  Voya balance zero

  Answered Closed jobdoctor 82 views 3 comments 0 points Most recent by Quicken Anja February 21Errors and Troubleshooting (Windows)
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  Merged: Vanguard access failed today with OSU, error occurred w/o any error #

  Closed BC Meyer 10 views 0 comments 0 points Started by BC Meyer February 21 Errors and Troubleshooting (Windows)
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  Won't update transactions

  Closed Kaz1965 79 views 3 comments 0 points Most recent by Quicken Jasmine February 19New to Quicken/Getting Started (Mac)
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  Citi Card

  Closed mgradnj 59 views 2 comments 0 points Most recent by Quicken Jasmine February 19Download, Add/Update Accounts (Windows)
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  Citi not updating on the regular daily schedule anymore. Updates manually without issue.

  Closed System 48 views 4 comments 0 points Most recent by Quicken Kristina February 18Download, Add/Update Accounts (Windows)
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  Linking Coinbase Bitcoin Wallet account in Quicken - Windows

  Answered Closed bobwiseman 219 views 6 comments 0 points Most recent by Quicken Kristina February 18Investing (Windows)
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  Fixing Error Code 800

  Answered Closed AXA_USER 95 views 6 comments 0 points Most recent by Quicken Jasmine February 18Errors and Troubleshooting (Windows)