download transactions

Discussion List

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  Quicken is currently unable to verify financial institution information for download

  Closed Nalani 147 views 2 comments 0 points Most recent by UKR February 25Business and Rental Property Tools (Windows)
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  Correcting Price History Errors After Recording a Stock Split

  Closed bebob 192 views 10 comments 0 points Most recent by q_lurker February 25Errors and Troubleshooting (Windows)
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  Fidelity CC-800 error, lost transaction history

  Closed Tony Luers 41 views 6 comments 0 points Most recent by Quicken Laura February 24Errors and Troubleshooting (Windows)
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  First Bank of Colorado download issue

  Closed James Young 70 views 7 comments 0 points Most recent by Quicken Alyssa February 24Download, Add/Update Accounts (Mac)
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  Quicken Mac downloading Fidelity FDIC sweep “core position” as Investments:Buy

  Closed SageForesight 206 views 7 comments 2 points Most recent by Quicken Anja February 24Download, Add/Update Accounts (Mac)
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  Venmo connection error FDP-102 -- Again

  Closed dhovland 362 views 19 comments 4 points Most recent by Quicken Alyssa February 24Download, Add/Update Accounts (Mac)
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  Charles Schwab account not syncing properly

  Closed chall3809 63 views 5 comments 0 points Most recent by Quicken Alyssa February 24Errors and Troubleshooting (Windows)
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  "Regular" Web Connect Not Working

  Answered Closed erintell 61 views 5 comments 0 points Most recent by erintell February 21Download, Add/Update Accounts (Windows)
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  download my bank files manually. Quicken has not been able to process the QFX file

  Answered Closed Hazinater 108 views 5 comments 0 points Most recent by Quicken Anja February 21Errors and Troubleshooting (Windows)
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  Problem downloading from banking institutions

  Closed DanielleC 89 views 4 comments 0 points Most recent by Quicken Anja February 21Download, Add/Update Accounts (Windows)
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  RBC credit card download issue?

  Answered Closed Microfiche 810 views 24 comments 0 points Most recent by SidToll February 20All Things Canadian (Windows)
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  Huntington Bank OL-292-B error

  Closed jeanderson 470 views 27 comments 1 point Most recent by Quicken Anja February 18Download, Add/Update Accounts (Windows)
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  Error Code CP_SERVER_ERROR (2001) - American Express connection

  Answered Closed DLeit 61 views 6 comments 1 point Most recent by Quicken Alyssa February 18Download, Add/Update Accounts (Mac)
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  Quicken Connect - Works for 3 of 4 AMEX accounts, All same login...

  Closed Fallon4204 218 views 19 comments 0 points Most recent by Quicken Alyssa February 16Download, Add/Update Accounts (Mac)
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  Odd Fidelity transactions "cover short sale (CvrShrt)".

  Answered ✓ Closed Tony Luers 769 views 20 comments 1 point Most recent by jr_ece February 15Registers & Transactions (Windows)
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  Philadelphia Deferred Compensation drops decimal places and displays account in millions

  Closed Jordbarnet 28 views 1 comment 0 points Most recent by jacobs February 15Errors and Troubleshooting (Mac)
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  Fidelity Updates Still Broken after Update

  Closed extravoice 4.6K views 164 comments 2 points Most recent by qudtp February 15Download, Add/Update Accounts (Windows)
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  Connectivity Gaps with Modern Financial Institutions – Is Quicken’s Aggregation Strategy Evolving?

  Closed xriley75 276 views 8 comments 3 points Most recent by Chris_QPW February 15Download, Add/Update Accounts (Mac)
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  NC SECU accounts not downloading to Quicken

  Closed GolfMills 72 views 1 comment 0 points Most recent by UKR February 14Download, Add/Update Accounts (Windows)
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  Downloaded Fidelity Securities Unknown - One Step Update

  Answered Closed cneriley 122 views 1 comment 0 points Most recent by NotACPA February 14Download, Add/Update Accounts (Windows)
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  Vanguard won’t download transactions

  Closed iusdcm1 65 views 4 comments 0 points Most recent by iusdcm1 February 12Download, Add/Update Accounts (Windows)
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  4

  Up
  Keyboard shortcut for "delete" of a spurious downloaded transaction (e.g. todays CvrShrts)

  New jbowler 49 views 1 comment 4 points Most recent by leishirsute February 11Investments
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  Fidelity Downloads Transactions as CvrShrt Unidentified Securities

  Closed cjim 126 views 1 comment 1 point Most recent by Clark Perry February 11Errors and Troubleshooting (Windows)
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  Prosperity Bank Not Connecting

  Closed cjim 39 views 2 comments 0 points Most recent by cjim February 11Download, Add/Update Accounts (Windows)
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  Chase Bank Connection

  Closed StewartKahn 286 views 14 comments 0 points Most recent by Quicken Anja February 11Download, Add/Update Accounts (Mac)
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  Edward Jones not updating with OL-332-A error

  Closed MartyKing 45 views 2 comments 0 points Most recent by Quicken Anja February 10Download, Add/Update Accounts (Windows)
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  Liquidated Fidelity security not being removed from portfolio

  Closed WaterLover 64 views 8 comments 0 points Most recent by WaterLover February 9Investing (Mac)
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  Creating a new Quicken file. How to download ONLY 2026 transactions when adding a new account?

  Answered ✓ Closed scfrank 102 views 3 comments 0 points Most recent by scfrank February 8Download, Add/Update Accounts (Windows)
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  Bug Alert - Problem with Revert to Downloaded Payee name workflow/logic

  Closed Arctic Hare 39 views 3 comments 1 point Most recent by Quicken Kristina February 8All Things Canadian (Windows)
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  CIT Bank cc-503

  Closed H.Richburg 75 views 4 comments 0 points Most recent by Quicken Anja February 7Download, Add/Update Accounts (Windows)