Accounts

Discussion List

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  Can't delete/deactivate Schwab accounts

  Closed brianlenz 998 views 3 comments -1 point Most recent by Quicken Anja November 2021Download, Add/Update Accounts (Windows)
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  Merged: New Schwab Connection Workflow Does Not Work

  Steve Zynda 171 views 0 comments 0 points Most recent by Steve Zynda November 2021Download, Add/Update Accounts (Windows)
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  Cannot find American Funds when trying to add a new account

  Answered ✓ JSmorada 103 views 11 comments 0 points Most recent by Quicken Anja November 2021Download, Add/Update Accounts (Windows)
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  Not able to add Chase Investment Accounts to Quicken

  Answered ✓ DS9536 2.8K views 25 comments 0 points Most recent by B.Saurous November 2021Download, Add/Update Accounts (Windows)
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  Account Balances shows non-$0 for closed account

  Answered Closed DanielTX 173 views 3 comments 0 points Most recent by Chris_QPW November 2021Errors and Troubleshooting (Windows)
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  My 529s come in as IRAs?!?!?!

  Answered Closed tolcheen 22 views 1 comment 0 points Most recent by Tom Young November 2021Download, Add/Update Accounts (Windows)
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  Fifth Third transactions not posting with one step update. They post if go to 53 and export

  Answered Closed llamas 43 views 5 comments 0 points Most recent by Quicken Paloma November 2021Download, Add/Update Accounts (Windows)
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  Discover OAuth Account Link

  Answered Closed AndrewM 33 views 1 comment 0 points Most recent by Quicken Alyssa November 2021Download, Add/Update Accounts (Windows)
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  Add new account but do not download old transactions

  Answered Closed badmoves 21 views 3 comments 0 points Most recent by UKR November 2021Download, Add/Update Accounts (Windows)
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  SEP Account not retaining cash balance

  Answered ✓ trwelsh 51 views 7 comments 0 points Most recent by gyanja November 2021Investing (Windows)
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  Why am I getting a constant 0% return calculation for one of my accounts?

  Answered Rebate Junkie 82 views 8 comments 0 points Most recent by q_lurker November 2021Investing (Windows)
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  I'm having trouble adding a new brokerage account - QMac - Oppenheimer Co.

  Answered ✓ Closed DonaldG1 142 views 5 comments 0 points Most recent by Quicken Anja November 2021Download, Add/Update Accounts (Mac)
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  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)
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  Merged: Duplicate securities from Vanguard and e-Trade

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

  Closed JedWare 5K views 5 comments 0 points Most recent by Quicken Anja November 2021Errors and Troubleshooting (Windows)
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  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)
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  Problem with Quicken Update, wanting to Add New Account for AMEX when there isn't a New account

  Answered MishawakaKirk 161 views 4 comments 0 points Most recent by MishawakaKirk October 2021Download, Add/Update Accounts (Windows)
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  Income Reminder Split Category disappears

  Closed Kei 53 views 1 comment 0 points Most recent by Quicken Anja October 2021Paying Bills, Online Billers & Reminders (Windows)
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  Multi Currency Investment Accounts

  Answered jscarpenter 32 views 2 comments 0 points Most recent by jscarpenter October 2021Investing (Windows)
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  Credit account posting error

  Closed Temreguy2 11 views 3 comments 0 points Most recent by Temreguy2 October 2021Errors and Troubleshooting (Windows)
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  Account names "N/A" after R36.23 upgrade

  Closed BrianA 61 views 6 comments 0 points Most recent by BrianA October 2021Errors and Troubleshooting (Windows)
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  Why can't quicken find both credit card accounts at Citi?

  Answered JP_1 202 views 12 comments 0 points Most recent by J Smith October 2021Download, Add/Update Accounts (Windows)
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  How do I set up a checking account with a brokerage firm as checking, not brokerage (Q Mac)

  Answered ✓ Closed JoeJ 1.1K views 14 comments 1 point Most recent by jacobs October 2021Download, Add/Update Accounts (Mac)
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  I made a stupid mistake transferring funds, how do I fix it?

  Answered ✓ Rod F. 291 views 1 comment 0 points Most recent by Boatnmaniac October 2021Registers & Transactions (Windows)
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  How to add another account at Wealthscape Investor?

  Answered Closed peggypricetx 595 views 6 comments 0 points Most recent by lhossus October 2021Download, Add/Update Accounts (Mac)
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  Optum Bank error code CC-502 (edited to reflect subject)

  Answered ✓ Indyboo 81 views 5 comments 1 point Most recent by tjwo October 2021Download, Add/Update Accounts (Windows)