Accounts

Discussion List

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  Fidelity accounts not recognized when connecting via Express Web Connect+

  Closed System 111 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 126 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 130 views 3 comments 1 point Most recent by NotACPA September 2025Download, Add/Update Accounts (Windows)
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  Single Account Disappeared

  Closed Twincaman 24 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 58 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 13 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 92 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 14 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 26 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 61 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 28 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 532 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 24 views 1 comment 0 points Most recent by Quicken Anja September 2025Errors and Troubleshooting (Windows)
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  USAA checking download

  Closed VJKELLEY 38 views 5 comments 0 points Most recent by nmestanas September 2025Download, Add/Update Accounts (Windows)
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  Trouble Connecting to USAA After Forced Reauthorization

  Closed Carlos Ferreira 661 views 30 comments 1 point Most recent by nmestanas September 2025Download, Add/Update Accounts (Windows)
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  New connection method for Merrill Lynch and BOA does not allow linking to existing accounts properly

  Closed cdotger 788 views 22 comments 1 point Most recent by unknown September 2025Download, Add/Update Accounts (Windows)
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  Cannot Connect to Virginia Retirement System (Voya)

  Closed JBKnapp 25 views 1 comment 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  delete phantom account in update

  Closed VerbalK 49 views 5 comments 0 points Most recent by VerbalK September 2025Errors and Troubleshooting (Windows)
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  Cannot download Amazon or Care Credit cards from Synchrony

  Closed hdkitty1 90 views 3 comments 1 point Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  Problems witn Schwab SWPPX (S&P 500 Index) and SWVXX (Money Mkt) Funds?

  Answered Closed Argiguy 124 views 8 comments 0 points Most recent by bgolden42 September 2025Errors and Troubleshooting (Windows)
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  Ability to Create Sub-Accounts

  Reviewed Sal1998 217 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 25 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 21 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 1.1K 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 101 views 9 comments 0 points Most recent by kmkelmor September 2025Download, Add/Update Accounts (Windows)