Accounts

Discussion List

• 
  How to get 401k to reconcile properly

  Answered ✓ Closed scale 157 views 2 comments 0 points Most recent by scale August 2021Download, Add/Update Accounts (Mac)
• 
  Error downloading transactions from investment accounts

  Answered dave344 431 views 2 comments 0 points Most recent by dave344 August 2021Download, Add/Update Accounts (Windows)
• 
  How to Create CD Account that is a Roth IRA

  Answered ✓ cminarik_1953 135 views 2 comments 0 points Most recent by NotACPA August 2021Registers & Transactions (Windows)
• 
  I want to change the names of my Savings GOALS....?

  Answered Closed deex2 97 views 2 comments 0 points Most recent by deex2 August 2021Budgeting and Planning Tools (Windows)
• 
  OpenSky Credit Card - CC-502 error

  Answered ✓ bigby65@ 62 views 2 comments 0 points Most recent by bigby65@ August 2021Download, Add/Update Accounts (Windows)
• 
  Quicken assigns wrong accounts to transactions

  Answered S M 176 views 4 comments 0 points Most recent by S M August 2021Registers & Transactions (Windows)
• 
  Create New Data File, based on existing Quicken Data?

  Answered Closed BillRedd 94 views 1 comment 0 points Most recent by Quicken Anja August 2021New to Quicken/Getting Started (Mac)
• 
  Auto connection to bank accounts without permission

  Closed Marc63 215 views 14 comments 0 points Most recent by Marc63 August 2021Download, Add/Update Accounts (Mac)
• 
  Holding showing correct info, but Account Status shows Security Value as negative number

  Closed Pajamas 35 views 1 comment 0 points Most recent by Mark1104 August 2021Registers & Transactions (Windows)
• 
  Credit Card Balance vs. Available

  Answered ✓ Closed Marshall A 231 views 4 comments 0 points Most recent by Marshall A July 2021Reports (Windows)
• 
  Quicken for Mac / Wells Fargo - Error 102 (Retry. Corrupted QFX - Account Numbers)

  Answered ✓ Closed HalfLoad 33 views 1 comment 0 points Most recent by Quicken Paloma July 2021Errors and Troubleshooting (Mac)
• 
  Merged: I have repeatedly been seeing a warning message on the data log re: fix damaged category

  KlisterKid 11 views 0 comments 0 points Most recent by KlisterKid July 2021Errors and Troubleshooting (Windows)
• 
  transactions not loading

  Closed KMac 32 views 2 comments 0 points Most recent by KMac July 2021Errors and Troubleshooting (Mac)
• 
  Large Number of Stocks - contain 1,500 stocks, emulating the S&P 1500

  Closed Ross Payne 148 views 18 comments 0 points Most recent by Mark1104 July 2021Investing (Windows)
• 
  unable to add BBVA account to Quicken for Win (verR34.24, build 27.1.34.24)

  Answered bbrotschi 32 views 3 comments 0 points Most recent by Boatnmaniac July 2021Download, Add/Update Accounts (Windows)
• 
  Can't add 2nd Citibank credit card

  Answered stevemj3dguy 56 views 9 comments 0 points Most recent by stevemj3dguy July 2021Download, Add/Update Accounts (Windows)
• 
  Separation

  Answered ✓ Closed GGWII 23 views 2 comments 0 points Most recent by NotACPA July 2021New to Quicken/Getting Started (Windows)
• 
  One Step Update is Not Working

  Answered ✓ ChiaChoctaw 1.3K views 5 comments 1 point Most recent by Ray Cosner July 2021Download, Add/Update Accounts (Windows)
• 
  Reactivating One-step for 403B and employer accounts

  sploosh 12 views 0 comments 0 points Most recent by sploosh July 2021Download, Add/Update Accounts (Windows)
• 
  Pie Chart Report Features

  Answered Closed 60beats 59 views 2 comments 0 points Most recent by 60beats July 2021Reports (Windows)
• 
  Security associated with Roth IRA account is incorrect. Can I change?

  Answered DDP2123 34 views 5 comments 0 points Most recent by Sherlock July 2021Registers & Transactions (Windows)
• 
  Start date

  Answered ✓ Closed laurahutt 518 views 5 comments 0 points Most recent by laurahutt July 2021File Conversion and Backup (Mac)
• 
  When will the CC-501 error with Wells Fargo Bank be fixed?

  Answered eekross99 24 views 1 comment 0 points Most recent by Quicken Paloma July 2021Download, Add/Update Accounts (Windows)
• 
  Online Services setup between Quicken and First Interstate Bank - fails

  Answered Closed cdnewton 87 views 6 comments 0 points Most recent by cdnewton July 2021Errors and Troubleshooting (Windows)
• 
  Landmark Credit Union Visa transactions stopped downloading

  Answered Closed Rick Johnson 27 views 3 comments 0 points Most recent by Quicken Anja July 2021Download, Add/Update Accounts (Mac)
• 
  Some accounts have gone missing, how to merge in lost data from old backup?

  Answered ✓ Closed Bob Bobsen 219 views 2 comments 0 points Most recent by Bob Bobsen July 2021File Conversion and Backup (Windows)