Accounts

Discussion List

• 
  Why doesn't the Day Gain/Loss report accurately in my Fidelity accounts?

  Answered Closed SCPat 103 views 5 comments 0 points Most recent by SCPat August 2025Download, Add/Update Accounts (Mac)
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  Anyone having trouble with Chase connection? (QMAC)

  Closed Bobby1961 145 views 12 comments 2 points Most recent by skrapoel August 2025Download, Add/Update Accounts (Mac)
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  Changing the date from which ending balance is calculated?

  Answered Closed VWest 55 views 4 comments 0 points Most recent by Chris_QPW August 2025Registers & Transactions (Windows)
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  web version balances don't agree to either desktop or iphone Quicken

  Answered ✓ Closed PK2K 84 views 6 comments 0 points Most recent by PK2K August 2025Errors and Troubleshooting (Windows)
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  quicken pulling wrong price quote for swppx from Schwab

  Closed tnquick 174 views 6 comments 0 points Most recent by robertbecker August 2025Investing (Windows)
• 
  problems with downloading transactions

  Tomp. 142 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Errors and Troubleshooting (Windows)
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  Merged: Syncing issues since last update "Unspecified Bill Presentment Account"

  Closed Crobi3137 51 views 0 comments 0 points Most recent by Quicken Jasmine August 2025Errors and Troubleshooting (Windows)
• 
  Is Fidelty Rewards/ELAN Visa still Degraded for Bills and Income

  Answered Bione 72 views 5 comments 0 points Most recent by Quicken Jasmine August 2025Paying Bills, Online Billers & Reminders (Windows)
• 
  Account Balance Report doesn't agree with Register

  Answered cooperhs 62 views 5 comments 0 points Most recent by cooperhs August 2025Reports (Windows)
• 
  Why are my balances in Quicken off by almost 10% compared to the online investment site?

  Answered Closed msromel63 22 views 1 comment 0 points Most recent by NotACPA August 2025Investing (Windows)
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  Why do I keep getting "SAMLERROR: Redirect failed" when trying to use Quicken Portfolio X-Ray?

  Answered Closed jjenney 22 views 2 comments 0 points Most recent by Quicken Jasmine August 2025Errors and Troubleshooting (Windows)
• 
  How do I manually set up an Investment account and add transactions?

  Answered Closed pgaz8888 1.8K views 6 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)
• 
  CC-503 with ETrade savings accounts [Edited]

  Closed cberistain 32 views 3 comments 0 points Most recent by Quicken Kristina August 2025Errors and Troubleshooting (Windows)
• 
  Fidelity update - no transactions downloading at all

  Closed AlexLee 215 views 5 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Can't download transations from Space Coast Credit Union

  Answered Closed breinert04 25 views 2 comments 0 points Most recent by Quicken Jasmine August 2025Errors and Troubleshooting (Mac)
• 
  Transfer Active Accounts with a Cut-off Date to New File

  Closed joat1965 33 views 3 comments 0 points Most recent by Chris_QPW August 2025File Conversion and Backup (Windows)
• 
  Reauthorizing account

  Answered Closed MWB 25 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
• 
  Update Quicken Canada to Manage and Identify TFSAs Correctly

  Answered Closed Crazy_Canuck 132 views 4 comments 1 point Most recent by Crazy_Canuck August 2025All Things Canadian (Windows)
• 
  Chase Mortgage Balance Not Updated In Quicken Classic Premier Windows

  Answered Closed Tim Onders 106 views 9 comments 0 points Most recent by [Deleted User] August 2025Download, Add/Update Accounts (Windows)
• 
  TD Bank no longer connects online version, only web, only web connect

  Closed rlroberts 265 views 3 comments 0 points Most recent by Quicken Anja August 2025Download, Add/Update Accounts (Windows)
• 
  Wealthscape Investor - duplicate transactions downloading multiple times

  Closed Knitgirl 13 views 2 comments 0 points Most recent by Knitgirl August 2025Investing (Windows)
• 
  Capital Gains Report -- How to show sub-total by securities only, collapse individual transactions.

  Answered Closed Misra 135 views 10 comments -1 point Most recent by mshiggins August 2025Investing (Windows)
• 
  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)
• 
  Why can't Quicken fix Merrill updates

  Closed Greg Lampe 35 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 22 views 1 comment 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
• 
  Discover Card

  Closed Richard Sturgeon 53 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 43 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 124 views 8 comments 0 points Most recent by egldvrbags August 2025Download, Add/Update Accounts (Windows)
• 
  American Express and Quicken Bill Manager

  Closed niven 114 views 4 comments 1 point Most recent by niven August 2025Paying Bills, Online Billers & Reminders (Windows)