Accounts

Discussion List

• 
  Cannot find American Funds when trying to add a new account

  Answered ✓ JSmorada 102 views 11 comments 0 points Most recent by Quicken Anja November 2021Download, Add/Update Accounts (Windows)
• 
  Not able to add Chase Investment Accounts to Quicken

  Answered ✓ DS9536 2.7K views 25 comments 0 points Most recent by B.Saurous November 2021Download, Add/Update Accounts (Windows)
• 
  Account Balances shows non-$0 for closed account

  Answered Closed DanielTX 178 views 3 comments 0 points Most recent by Chris_QPW November 2021Errors and Troubleshooting (Windows)
• 
  My 529s come in as IRAs?!?!?!

  Answered Closed tolcheen 25 views 1 comment 0 points Most recent by Tom Young November 2021Download, Add/Update Accounts (Windows)
• 
  Fifth Third transactions not posting with one step update. They post if go to 53 and export

  Answered Closed llamas 46 views 5 comments 0 points Most recent by Quicken Paloma November 2021Download, Add/Update Accounts (Windows)
• 
  Discover OAuth Account Link

  Answered Closed AndrewM 34 views 1 comment 0 points Most recent by Quicken Alyssa November 2021Download, Add/Update Accounts (Windows)
• 
  Add new account but do not download old transactions

  Answered Closed badmoves 24 views 3 comments 0 points Most recent by UKR November 2021Download, Add/Update Accounts (Windows)
• 
  SEP Account not retaining cash balance

  Answered ✓ trwelsh 56 views 7 comments 0 points Most recent by gyanja November 2021Investing (Windows)
• 
  Why am I getting a constant 0% return calculation for one of my accounts?

  Answered Rebate Junkie 89 views 8 comments 0 points Most recent by q_lurker November 2021Investing (Windows)
• 
  I'm having trouble adding a new brokerage account - QMac - Oppenheimer Co.

  Answered ✓ Closed DonaldG1 146 views 5 comments 0 points Most recent by Quicken Anja November 2021Download, Add/Update Accounts (Mac)
• 
  Merged: Will new Betterment integration support detailed tracking sync? Also inquiring about issue.

  hman36 41 views 0 comments 0 points Most recent by hman36 November 2021Download, Add/Update Accounts (Mac)
• 
  Merged: Duplicate securities from Vanguard and e-Trade

  jdmcmah 1 view 0 comments 0 points Most recent by jdmcmah November 2021Investing (Mac)
• 
  AFCU Account Locked

  Closed JedWare 5K views 5 comments 0 points Most recent by Quicken Anja November 2021Errors and Troubleshooting (Windows)
• 
  Optum Bank HSA Investment Account Not Found?

  Answered ✓ jafeldma 1.2K views 4 comments 0 points Most recent by Sherlock October 2021Download, Add/Update Accounts (Windows)
• 
  Problem with Quicken Update, wanting to Add New Account for AMEX when there isn't a New account

  Answered MishawakaKirk 164 views 4 comments 0 points Most recent by MishawakaKirk October 2021Download, Add/Update Accounts (Windows)
• 
  Income Reminder Split Category disappears

  Closed Kei 58 views 1 comment 0 points Most recent by Quicken Anja October 2021Paying Bills, Online Billers & Reminders (Windows)
• 
  Multi Currency Investment Accounts

  Answered jscarpenter 37 views 2 comments 0 points Most recent by jscarpenter October 2021Investing (Windows)
• 
  Credit account posting error

  Closed Temreguy2 13 views 3 comments 0 points Most recent by Temreguy2 October 2021Errors and Troubleshooting (Windows)
• 
  Account names "N/A" after R36.23 upgrade

  Closed BrianA 70 views 6 comments 0 points Most recent by BrianA October 2021Errors and Troubleshooting (Windows)
• 
  Why can't quicken find both credit card accounts at Citi?

  Answered JP_1 204 views 12 comments 0 points Most recent by J Smith October 2021Download, Add/Update Accounts (Windows)
• 
  How do I set up a checking account with a brokerage firm as checking, not brokerage (Q Mac)

  Answered ✓ Closed JoeJ 1K views 14 comments 1 point Most recent by jacobs October 2021Download, Add/Update Accounts (Mac)
• 
  I made a stupid mistake transferring funds, how do I fix it?

  Answered ✓ Rod F. 296 views 1 comment 0 points Most recent by Boatnmaniac October 2021Registers & Transactions (Windows)
• 
  How to add another account at Wealthscape Investor?

  Answered Closed peggypricetx 580 views 6 comments 0 points Most recent by lhossus October 2021Download, Add/Update Accounts (Mac)
• 
  Optum Bank error code CC-502 (edited to reflect subject)

  Answered ✓ Indyboo 88 views 5 comments 1 point Most recent by tjwo October 2021Download, Add/Update Accounts (Windows)
• 
  Account Names Keep Changing

  Answered Charjay75 154 views 1 comment 0 points Most recent by UKR October 2021Download, Add/Update Accounts (Windows)
• 
  36.17 Investment Accounts Changed to Simple Tracking Method

  Closed KJK 32 views 2 comments 0 points Most recent by maxwelwp October 2021Investing (Windows)