Accounts

Discussion List

• 
  Fidelity Visa

  Closed Steve Sexson 73 views 8 comments 1 point Most recent by Quicken Kristina February 13Download, Add/Update Accounts (Windows)
• 
  What has become of years of data from my stocks, bonds, savings and checking accounts?

  Answered Closed Sis 77 views 2 comments 0 points Most recent by drsmith February 12Using Quicken on the Web
• 
  Why won't Quicken just work?

  Closed Warhawk 62 views 4 comments 0 points Most recent by Randy 415 February 12Download, Add/Update Accounts (Windows)
• 
  1
  Separation of investments within Quicken for Windows

  Already Offered mplansky 42 views 1 comment 1 point Most recent by Jim_Harman February 9Display/UI
• 
  Creating a new Quicken file. How to download ONLY 2026 transactions when adding a new account?

  Answered ✓ Closed scfrank 93 views 3 comments 0 points Most recent by scfrank February 8Download, Add/Update Accounts (Windows)
• 
  Can't Connect to US Bank and Wells Fargo

  Answered Closed wrnoof 167 views 1 comment 0 points Most recent by NotACPA February 6Quicken LifeHub FAQs
• 
  My main page with my accounts is gone.

  Closed Tony Luers 54 views 5 comments 0 points Most recent by splasher February 5Errors and Troubleshooting (Windows)
• 
  2

  Up
  Group accounts list by Bank

  Reviewed web 26 views 0 comments 2 points Most recent by web February 5Display/UI
• 
  Quicken STILL creating bogus opening balance transactions

  Closed deliusfan 138 views 9 comments 1 point Most recent by tckexpat February 4Errors and Troubleshooting (Windows)
• 
  Need to change credit card # on account without syncing to the Cloud

  Answered Closed Maressa 32 views 6 comments 0 points Most recent by Quicken Kristina February 3Registers & Transactions (Windows)
• 
  Transactions downloading to wrong account

  Closed andcbii 37 views 3 comments 0 points Most recent by Quicken Kristina February 2Download, Add/Update Accounts (Windows)
• 
  How to back out and start over with new Quicken desktop

  Answered Closed lakeside339 83 views 3 comments 0 points Most recent by lakeside339 February 2Errors and Troubleshooting (Windows)
• 
  1
  Track funds lent to others and paid back with interest [Edited]

  Already Offered Korgano109 16 views 1 comment 1 point Most recent by Jim_Harman January 31Manage Accounts and Transactions
• 
  Linked checking account severed.

  Closed User882232 18 views 0 comments 0 points Most recent by User882232 January 29Errors and Troubleshooting (Windows)
• 
  Why am I unable to add another bank account to my Classic Premier account?

  Answered Closed Debra2025 49 views 4 comments -1 point Most recent by Quicken Anja January 28Download, Add/Update Accounts (Windows)
• 
  Download from Discover Personal Loan

  Closed kknj 26 views 2 comments 0 points Most recent by Quicken Alyssa January 26Download, Add/Update Accounts (Windows)
• 
  Why is an account not set up to download transactions asking me to download transactions?

  Answered Closed Michael Rosen 72 views 7 comments 0 points Most recent by Michael Rosen January 25Download, Add/Update Accounts (Windows)
• 
  Accounts List Searching

  Closed Jonas & Theresa Kemp 27 views 1 comment 0 points Most recent by Quicken Kristina January 23Errors and Troubleshooting (Windows)
• 
  NYSaves 529 Online Account Setup FINALLY Working In Quicken!

  Closed Misterbill 215 views 4 comments 0 points Most recent by Quicken Anja January 23Download, Add/Update Accounts (Windows)
• 
  Column sizing issue

  Closed David15 43 views 4 comments 0 points Most recent by Quicken Anja January 23Registers & Transactions (Windows)
• 
  RESOLVED 1/22/26 Multiple Banks - OFX (Direct Connect) connection issues (delayed)

  Quicken Janean 2K views 5 comments 1 point Most recent by Quicken Anja January 22Alerts, Online Banking & Known Product Issues
• 
  Stifel Wealth Tracker and cc-501 error adding account

  Closed comet1972 27 views 1 comment 1 point Most recent by Quicken Alyssa January 22Download, Add/Update Accounts (Windows)
• 
  Sub-Accounts for Retirement

  Closed Cyrano 123 views 11 comments 0 points Most recent by Jon January 20Investing (Mac)
• 
  Stay on top of monthly bills card and "what's left"

  Answered Closed Michael Rosen 44 views 4 comments 0 points Most recent by Michael Rosen January 19Download, Add/Update Accounts (Windows)
• 
  Costco Citi card - downloading transactions

  Closed goodswak 73 views 5 comments 0 points Most recent by Quicken Alyssa January 18Errors and Troubleshooting (Windows)
• 
  Account update

  Closed cstuart 34 views 2 comments 0 points Most recent by Quicken Kristina January 18Download, Add/Update Accounts (Windows)
• 
  Merrill Lynch LMA link no longer working - wants to create a new LMA credit card account.

  Closed MG99 14 views 3 comments 0 points Most recent by Quicken Kristina January 18Errors and Troubleshooting (Windows)
• 
  AMEX - one account won't reconcile

  Closed gigaboy 75 views 6 comments 0 points Most recent by Quicken Kristina January 17Registers & Transactions (Windows)
• 
  Security price stopped updating... Fidelity

  Closed Tony Luers 43 views 2 comments 0 points Most recent by Quicken Anja January 17Download, Add/Update Accounts (Windows)