download transactions

Discussion List

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  Merged: New connection issues

  Closed SomebodyInGNV 21 views 0 comments 0 points Most recent by SomebodyInGNV October 2025Download, Add/Update Accounts (Windows)
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  Can I use Classic Home data file with Classic Business Software (Windows)

  Answered Closed bwdon 77 views 5 comments 0 points Most recent by splasher October 2025Download, Add/Update Accounts (Windows)
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  Fidelity IRA Cash Balance Mismatch in Quicken – Mac

  Closed System 78 views 7 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Mac)
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  Urgent: Escalation re: Unresolved 30+ Day Fidelity Failure (Customer Logs Already Provided)

  Closed viraf 1.3K views 42 comments 19 points Most recent by hdmillercpa October 2025Download, Add/Update Accounts (Windows)
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  Transactions downloaded from Merrill Lynch not mapped correctly

  Closed System 1.8K views 74 comments 0 points Most recent by MELCO October 2025Download, Add/Update Accounts (Windows)
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  Fidelity accounts won't update at all after conversion

  Closed jon181 413 views 5 comments 0 points Most recent by Quicken Kristina October 2025Investing (Mac)
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  Quicken crashing on Fidelity FCASH pop up window

  Answered Closed JustQuick 72 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
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  Downloading credit card transactions (Bank of America)

  Closed LDBERGER44 74 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Quicken only importing some transactions from Apple Card statement

  Closed AdeleB 33 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Mac)
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  How to download two funds in one brokerage account into two accounts in Quicken?

  Answered Closed ilyaz 64 views 3 comments 0 points Most recent by Chris_QPW October 2025Investing (Windows)
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  Windows Quicken Classic VR64.35 Connecting to USAA

  Answered Closed Tennyanky 21 views 1 comment 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  Problem with creating new Brokerage account with Capital Group American Funds

  Answered Closed vitjohn 24 views 1 comment 0 points Most recent by NotACPA October 2025Investing (Windows)
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  I keep getting a CC-506 error message on the Schwab accounts in my 2 Quicken files

  Answered Closed skiperu 68 views 3 comments 0 points Most recent by JeffConey October 2025Download, Add/Update Accounts (Windows)
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  Frequent Matching Security dialog

  Closed EvDob 2 views 0 comments 0 points Started by EvDob October 2025 Download, Add/Update Accounts (Windows)
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  Transaction Date vs Posting Date

  Answered Closed Boatnmaniac 104 views 3 comments 0 points Most recent by Chris_QPW October 2025Registers & Transactions (Windows)
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  quicken matches my downloaded transaction to an already rectified tran

  Closed ROMAY 167 views 16 comments 0 points Most recent by ROMAY October 2025Download, Add/Update Accounts (Windows)
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  Missing Fidelity HSA Transactions

  Closed RJO257 513 views 27 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Fidelity data issues (DivX vs Div etc.) since deactivating and reactivating all the accounts

  Closed Liquid Courage 64 views 0 comments 0 points Started by Liquid Courage October 2025 Download, Add/Update Accounts (Windows)
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  Alight 401k can't download transactions

  Closed jgleigh 78 views 5 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  How do I get my Brokerage account in Investing to function properly and stop crashing Quicken?.

  Answered Closed Kelcey 21 views 1 comment 0 points Most recent by NotACPA October 2025Investing (Windows)
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  Fidelity: Fidelity Puritan Capital Gains Long transaction came as Deposit in Quicken

  Closed CaveCreek 99 views 6 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Are users still having problems connecting 2 Northwestern Mutual accounts in Quicken

  Answered Closed Lisa G 202509 113 views 4 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Best way to re-reconcile to REMOVE adjustment transactions which were entered previously?

  Closed CyborgOne 86 views 2 comments 0 points Most recent by RalphC October 2025Registers & Transactions (Mac)
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  New Fidelity Connection - Incorrect # of Shares/Missing Investment Accounts [Mac]

  Answered Closed AFN 3.8K views 140 comments 1 point Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  New Fidelity Connection - Incorrect # of Shares/Missing Investment Accounts [WIN]

  Closed Marilyn Heidenfelder 5.5K views 120 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  set up download for Osaic Equipt account

  Answered Closed marshaboex 73 views 1 comment 0 points Most recent by Boatnmaniac October 2025Download, Add/Update Accounts (Windows)
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  Problems downloading Fidelity data

  Answered Closed Bearspa 308 views 8 comments 0 points Most recent by Bearspa October 2025Download, Add/Update Accounts (Windows)
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  Why does Axos Bank DC return $0.00 balance when using Quicken direct connect download

  Answered Closed Ed Mahoney 96 views 7 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Pending transactions stuck

  Answered Closed TallBrad 23 views 1 comment -1 point Most recent by Quicken Alyssa October 2025Registers & Transactions (Windows)