Accounts

Discussion List

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  Ability to Create Sub-Accounts

  Reviewed Sal1998 169 views 3 comments 1 point Most recent by Sal1998 September 2025Manage Accounts and Transactions
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  Can I create a new account w/out losing the info in the original account? [Edited]

  Answered Closed wkm 22 views 1 comment 0 points Most recent by NotACPA September 2025Registers & Transactions (Windows)
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  Having to reset my accounts every time I do a download.

  Closed SSStrube 14 views 1 comment 0 points Most recent by Quicken Anja September 2025Download, Add/Update Accounts (Windows)
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  Fidelity Elan credit card download failure

  Answered ✓ Closed walter bender 988 views 57 comments 0 points Most recent by Richard Schreyer September 2025Download, Add/Update Accounts (Windows)
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  Change account type assigned to CDs from Synchrony Bank - came in as Checking Accounts -

  Answered ✓ Closed kmkelmor 84 views 9 comments 0 points Most recent by kmkelmor September 2025Download, Add/Update Accounts (Windows)
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  Cannot add Wells Fargo account - says login password invalid

  Closed ShrewdOne 61 views 1 comment 0 points Most recent by Quicken Anja September 2025Errors and Troubleshooting (Mac)
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  MySynchrony (Bell Tire Credit Card)

  Closed scottmonte 162 views 1 comment 0 points Most recent by Quicken Anja September 2025Download, Add/Update Accounts (Windows)
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  Incorrect account value in investment report but correct value in account bar?

  Answered Closed Dhays 71 views 3 comments -1 point Most recent by Quicken Kristina August 2025Investing (Windows)
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  A new account designated as primarily personal use should not default to the business columns (Q Mac

  Reviewed RayZizik 41 views 1 comment 1 point Most recent by UKR August 2025Manage Accounts and Transactions
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  Investment Account with Many Transactions - Poor Performance

  Answered Closed acloudman 100 views 6 comments 0 points Most recent by GermanBlueRam August 2025Registers & Transactions (Windows)
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  Connecting to Ascensus for transitioned Vanguard account

  Answered Closed pemartin210 557 views 15 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Rename and Quick Fill Rules Should Include an Account Filter

  Reviewed AGGSpeaker 159 views 5 comments 5 points Most recent by LTQknUser23 August 2025Manage Accounts and Transactions
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  Schwab/Quicken Account Reporting Incorrect Balance

  Closed Bruce Rose 56 views 3 comments 1 point Most recent by supersol August 2025Investing (Windows)
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  Health Savings Account (HSA)

  Reviewed MT_Chiefs_Fan 177 views 6 comments 12 points Most recent by Chris_QPW August 2025Investments
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  Nordstrom Credit Card Requires Multifactor Authentication EVERY TIME

  Closed ntrainer 265 views 10 comments 0 points Most recent by jacobs August 2025Download, Add/Update Accounts (Mac)
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  Setup and Tracking of Flexible Spending Account (FSA)

  Answered Closed mdross171 247 views 3 comments 0 points Most recent by mdross171 August 2025Download, Add/Update Accounts (Windows)
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  Single account vs multiple accounts

  Closed Mike_L 41 views 2 comments 0 points Most recent by Mike_L August 2025New to Quicken/Getting Started (Windows)
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  Update on Issue with connecting PayPal Credit Card Accounts

  Closed JohnA 230 views 11 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Reconnect not working with Spire Energy

  Closed Phil H. 81 views 18 comments 0 points Most recent by Quicken Anja August 2025Paying Bills, Online Billers & Reminders (Windows)
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  One Step Update not working with Live Oak Bank

  Closed Lisamar 73 views 6 comments 0 points Most recent by Quicken Anja August 2025Errors and Troubleshooting (Windows)
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  Add ACCOUNT to Bill and Income Reminders

  Reviewed Closed user17881 124 views 9 comments 2 points Most recent by UKR August 2025Paying Bills, Online Billers & Reminders
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  Coinbase and Quicken seem to make progress, but...

  Closed silsurf 54 views 3 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Mac)
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  Searching "All Transactions" no longer includes "separate accounts"

  Answered ✓ Closed kwh 11 views 2 comments 0 points Most recent by Quicken Anja August 2025Registers & Transactions (Windows)
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  Make Reconciliation function more intuitive and have better help when its out of balance [Edited]

  Reviewed Dan_in_Sterling 21 views 1 comment 1 point Most recent by Chris_QPW August 2025Product Enhancements
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  Discrepancies in Online Balance

  Closed doyle.provens 11 views 2 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
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  American Express - no accounts able to download transactions - July 2025

  Closed MoniK 294 views 18 comments 0 points Most recent by Kathy P. August 2025Download, Add/Update Accounts (Mac)
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  QFX issues w/new WIN 11 computer

  Closed John Patriarca 65 views 4 comments 0 points Most recent by Chris_QPW August 2025Download, Add/Update Accounts (Windows)
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  Search Bar For Account Listing on Left Side of Transaction Page Above Listing of Accounts

  Reviewed einbinder 14 views 1 comment 2 points Most recent by UKR August 2025Product Enhancements
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  Quick Pay and AMEX

  Closed MikeP 53 views 2 comments 0 points Most recent by Quicken Jasmine August 2025Paying Bills, eBills & Scheduled Transactions (Mac)