Accounts

Discussion List

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  Tried to set up CD account, but not seeing it in Accounts List

  Closed System 26 views 3 comments 0 points Most recent by NotACPA October 2025Download, Add/Update Accounts (Windows)
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  New Fidelity Connection - Incorrect # of Shares/Missing Investment Accounts [Mac]

  Answered Closed AFN 4K views 140 comments 1 point Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  New Fidelity Connection - Incorrect # of Shares/Missing Investment Accounts [WIN]

  Closed Marilyn Heidenfelder 5.8K views 120 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Red Flags not going away with item in Online Center

  Closed marpler 23 views 2 comments 0 points Most recent by marpler October 2025Errors and Troubleshooting (Windows)
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  Added an account that has been open for months, only shows a couple months transactions

  Answered Closed Jibsman 34 views 2 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Custom Colors For Accounts In Sidebar (Mac)

  Reviewed Oscelot 12 views 0 comments 2 points Most recent by Oscelot October 2025Manage Accounts and Transactions
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  Coinbase partially working

  Closed esaurusaitis 27 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
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  Account Status Report

  Reviewed Michael Wacey 54 views 4 comments 2 points Most recent by Michael Wacey October 2025Reports
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  update progress window, include wheel progress indicator from main acct window

  Reviewed india just 2 views 0 comments 1 point Most recent by india just October 2025Product Enhancements
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  Ability to group Investment accounts by Taxable and Non-Taxable on Account Sidebar [Edited]

  Reviewed Dali 24 views 2 comments 1 point Most recent by Dali October 2025Investments
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  Principal Financial 401K account added successfully, but the amount is DOUBLED

  Answered Closed jc999 160 views 5 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  How to manage old accounts? What to delete and how?

  Closed mikek753b 39 views 2 comments 0 points Most recent by mikek753b October 2025Download, Add/Update Accounts (Windows)
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  Is anyone else having issues updating accounts?

  Answered Closed Luis M 43 views 2 comments 0 points Most recent by UKR October 2025Errors and Troubleshooting (Windows)
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  Fidelity reauthorization process created duplicate accounts

  Closed crissnyder 162 views 2 comments 0 points Most recent by crissnyder October 2025Download, Add/Update Accounts (Windows)
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  My accounts do not appear when I try to update them - keeps happening

  Answered Closed ktpmm5 35 views 2 comments 0 points Most recent by ktpmm5 October 2025Errors and Troubleshooting (Windows)
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  How to fix recent quicken errors.

  Closed JDPINC 97 views 3 comments 0 points Most recent by Quicken Anja October 2025Errors and Troubleshooting (Windows)
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  Where is the account register last update timestamp?

  Answered Closed jtgostars 58 views 4 comments 0 points Most recent by hannah1205 October 2025Download, Add/Update Accounts (Windows)
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  Chase Credit Cards not showing in Quicken - though Chase website says Quicken is linked

  Answered ✓ Closed jc999 97 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Mac)
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  Correcting investment account cash balance

  Answered Closed asdf7890 57 views 1 comment 0 points Most recent by Tom Young October 2025Registers & Transactions (Windows)
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  Account Sub-Category Groupings

  Reviewed cdodsonva 27 views 1 comment 5 points Most recent by Captain Tim October 2025Manage Accounts and Transactions
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  Investment >Account Overview Holdings Cash Balance Does not Equal Linked Cash Balance

  Closed BRETTB 363 views 11 comments 0 points Most recent by Quicken Kristina October 2025Investing (Windows)
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  First Internet Bank - Online Services no longer available with switch to Narmi platform

  Closed bkinva 421 views 27 comments 0 points Most recent by Bob_L October 2025Download, Add/Update Accounts (Windows)
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  Add Standard Account Filter for reports

  Reviewed Sisyphus1967 12 views 0 comments 1 point Most recent by Sisyphus1967 October 2025Reports
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  group accounts by business

  Reviewed JimHuff 15 views 0 comments 3 points Most recent by JimHuff October 2025Rental Properties and Business Tools
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  Why has one of my Vanguard accounts become invisible to Quicken?

  Answered Closed Twincaman 37 views 2 comments 0 points Most recent by Twincaman October 2025Download, Add/Update Accounts (Windows)
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  Adding new Fidelity Accounts

  Answered Closed St. Anthony 171 views 7 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Linked transfers with splits: keep as single transaction in destination account (do not separate)

  Reviewed tlauducc 637 views 10 comments 19 points Most recent by markaarnold September 2025Manage Accounts and Transactions
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  Fix for: You Have Never Downloaded Transactions

  Answered Closed Bob@45 67 views 3 comments 0 points Most recent by splasher September 2025New to Quicken/Getting Started (Windows)
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  Wrong/Missing Account Type For Newly Added Fidelity 401k Account

  Closed cyberphile 139 views 4 comments 0 points Most recent by EvDob September 2025Errors and Troubleshooting (Windows)
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  "/" cannot be in a account name

  Closed Arthur Begun 43 views 3 comments 2 points Most recent by UKR September 2025Errors and Troubleshooting (Windows)