Accounts

Discussion List

• 
  Capital Gains Report -- How to show sub-total by securities only, collapse individual transactions.

  Answered Closed Misra 126 views 10 comments -1 point Most recent by mshiggins August 2025Investing (Windows)
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  Windows, new user, P&L report combines both accounts, Classic Quicken

  Answered Closed 4roses 21 views 2 comments 0 points Most recent by Quicken Jasmine August 2025Reports (Windows)
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  Why can't Quicken fix Merrill updates

  Closed Greg Lampe 34 views 1 comment 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
• 
  Inputting Partnership Transactions

  Closed billr 83 views 6 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)
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  Target transaction download not happening

  Closed BobBruce 24 views 1 comment 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
• 
  Discover Card

  Closed Richard Sturgeon 55 views 4 comments 0 points Most recent by Richard Sturgeon August 2025Download, Add/Update Accounts (Windows)
• 
  Unable to delete cloud accounts.

  Answered Closed gwz_jr 37 views 1 comment 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Mac)
• 
  Schwab 401k Prices in Online Center

  Answered Closed egldvrbags 125 views 8 comments 0 points Most recent by egldvrbags August 2025Download, Add/Update Accounts (Windows)
• 
  American Express and Quicken Bill Manager

  Closed niven 113 views 4 comments 1 point Most recent by niven August 2025Paying Bills, Online Billers & Reminders (Windows)
• 
  Citi card transactions won't download

  Closed kageiger1 42 views 5 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
• 
  Problems converting investment accounts from Windows to MAC

  Closed GWC5003 62 views 5 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Mac)
• 
  Merrill Lynch duplicate accounts after reauthorization (QWin)

  Closed System 35 views 3 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
• 
  Quicken(web) cannot connect to TreasuryDirect ( Care Code: FDP-108 )

  Closed jpqkn 34 views 1 comment 0 points Most recent by Quicken Jasmine August 2025Errors and Troubleshooting (Quicken on the Web)
• 
  GESA credit union: Credit card imports as a loan

  Closed blissy 73 views 5 comments 0 points Most recent by Quicken Jasmine August 2025Errors and Troubleshooting (Windows)
• 
  Merril Lynch LMA/Loan Management Account and the new connector (July 2025)

  Closed GibbyCJ 141 views 7 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
• 
  Windows export to CVS

  Closed sally13 31 views 2 comments 0 points Most recent by [Deleted User] August 2025File Conversion and Backup (Windows)
• 
  "There are 5 accounts that are not included in Total because they are not visible in the sidebar."

  Answered Closed QuickPeter 93 views 7 comments 0 points Most recent by QuickPeter August 2025Errors and Troubleshooting (Mac)
• 
  Recently announced Altruist-Plaid-Quicken connection not working

  Closed MeToo 260 views 6 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
• 
  New connection method for Merrill Lynch and BOA does not allow linking to existing accounts properly

  Closed cdotger 709 views 22 comments 1 point Most recent by unknown August 2025Download, Add/Update Accounts (Windows)
• 
  Solution to Quicken R6025 Runtime Error when Importing Bank OFX Files

  Closed CincinnatiAdam 88 views 5 comments 0 points Most recent by Chris_QPW August 2025Download, Add/Update Accounts (Windows)
• 
  Adding an Auto (Asset) 1 year after the purchase - to LINK or NOT?

  Closed juanboy2k 45 views 5 comments 0 points Most recent by [Deleted User] August 2025Download, Add/Update Accounts (Windows)
• 
  CC-501 when adding Lowes credit card

  Closed System 11 views 2 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
• 
  Wells Fargo can't connect

  Answered ✓ Closed samlevinesl 95 views 5 comments 0 points Most recent by samlevinesl August 2025Download, Add/Update Accounts (Windows)
• 
  What is this round arrow in my account list?

  Answered ✓ Closed QknUser77 34 views 2 comments 0 points Most recent by Quicken Anja August 2025Registers & Transactions (Windows)
• 
  Merrill Lynch and Fidelity and EWC+, OH MY! (We're not in Kansas anymore, Toto)

  Closed mrzookie 314 views 12 comments 0 points Most recent by cyberphile August 2025Download, Add/Update Accounts (Windows)
• 
  Managing Credit Card Fraud

  Closed Jim Birth 82 views 6 comments 0 points Most recent by [Deleted User] August 2025Download, Add/Update Accounts (Windows)
• 
  Checking Account Balance is WRONG

  Answered Closed Steph772001 162 views 5 comments 0 points Most recent by ns303 August 2025Errors and Troubleshooting (Windows)
• 
  Fidelity Download Broken - Win 11

  Answered Closed DonBig 53 views 2 comments 0 points Most recent by DonBig August 2025Download, Add/Update Accounts (Windows)
• 
  Citi still reporting issue

  Answered Closed EmKay 106 views 2 comments 0 points Most recent by UKR August 2025Download, Add/Update Accounts (Windows)
• 
  HTTP Status 400 with Amex Canada

  Closed System 24 views 2 comments 0 points Most recent by Quicken Jasmine August 2025All Things Canadian (Mac)