Accounts

Discussion List

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  Chase Credit Cards not showing in Quicken - though Chase website says Quicken is linked

  Answered ✓ Closed jc999 89 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 56 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 333 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 420 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 14 views 0 comments 2 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 34 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 161 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 636 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 65 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 130 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 42 views 3 comments 2 points Most recent by UKR September 2025Errors and Troubleshooting (Windows)
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  Fidelity accounts not recognized when connecting via Express Web Connect+

  Closed System 106 views 4 comments 0 points Most recent by Quicken Kristina September 2025Errors and Troubleshooting (Windows)
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  Most of my accounts were renamed 'N/A'... Looking for any help to resolve

  Closed KQ 116 views 5 comments 0 points Most recent by UKR September 2025Registers & Transactions (Windows)
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  Financial institution connection update and zzz meaning.

  Answered ✓ Closed Tony Luers 127 views 3 comments 1 point Most recent by NotACPA September 2025Download, Add/Update Accounts (Windows)
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  Single Account Disappeared

  Closed Twincaman 22 views 1 comment 0 points Most recent by Quicken Alyssa September 2025Download, Add/Update Accounts (Windows)
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  Updates - Cannot link with Fidelity accounts [Edited]

  Answered Closed Lindajpat 57 views 2 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  Separate calendars for different accounts

  Reviewed kevin55 11 views 1 comment 1 point Most recent by Chris_QPW September 2025Paying Bills, Online Billers & Reminders
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  After recent Fidelity connection update one out of seven accounts has incorrect cash balance

  Answered Closed gtseaman 91 views 6 comments 0 points Most recent by Quicken Anja September 2025Download, Add/Update Accounts (Mac)
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  Mobile Wallet Accounts

  Reviewed Steveff43 12 views 0 comments 1 point Most recent by Steveff43 September 2025Ideas for Mobile
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  Quicken balances not equaling each other

  Answered Closed spectrum 23 views 3 comments 0 points Most recent by splasher September 2025Errors and Troubleshooting (Windows)
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  Express Web Connect+ Not Accommodating Two Account Logins at Same Bank - Capital One

  Answered ✓ Closed jkennelly 59 views 4 comments 0 points Most recent by Quicken Anja September 2025Download, Add/Update Accounts (Windows)
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  Arrange side bar accounts by bank

  Reviewed Reiny_1967 1 view 0 comments 4 points Most recent by Reiny_1967 September 2025Manage Accounts and Transactions
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  Quicken doesn't "see" certain accounts at linked banks

  Answered Closed copasetically 22 views 1 comment 0 points Most recent by Quicken Anja September 2025Download, Add/Update Accounts (Windows)
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  10 years with a corrupted uncloseable account with unreconcilable transactions

  Closed gbronc 135 views 7 comments 0 points Most recent by Quicken Kristina September 2025Errors and Troubleshooting (Windows)
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  PNC Direct Connect NOT Working

  Closed WBajwa 461 views 8 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  AXOS Bank adding account, Quicken Shutdown

  Closed glenmccoy 11 views 1 comment 0 points Most recent by Quicken Anja September 2025Download, Add/Update Accounts (Windows)
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  Retirement Account Transaction Not Showing In Calendar

  Closed gary.tynes 21 views 3 comments 0 points Most recent by Quicken Kristina September 2025Registers & Transactions (Windows)
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  Incorrect Mortgage info

  Answered Closed nietob954 23 views 1 comment 0 points Most recent by Quicken Anja September 2025Errors and Troubleshooting (Windows)