One Step Update

Discussion List

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  Coinbase API for Online Setup?

  joecg 214 views 8 comments 0 points Most recent by Quicken Kristina 2:01PMInvesting (Windows)
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  One Step Update has stopped working / Windows 11, Quicken Deluxe R60.20, build 27.1.60.20

  spetrozzi 94 views 7 comments 0 points Most recent by Quicken Jasmine 1:03PMDownload, Add/Update Accounts (Windows)
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  TD Bank Online Banking: Data download has been disabled by TD Bank due to technical issue.

  adamwadesmith 126 views 10 comments 0 points Most recent by Margaret Story 12:33PMErrors and Troubleshooting (Windows)
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  "Investing.Quicken.com Portfolio" choice missing from EDIT > PREFERENCES

  Mike1224 51 views 8 comments 0 points Most recent by Quicken Jasmine 12:17PMInvesting (Windows)
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  Citi Wealth Investments unable to communicate with Quicken

  Answered ✓ mefriedman678 3K views 97 comments 2 points Most recent by Quicken Jasmine 10:20AMDownload, Add/Update Accounts (Windows)
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  Update the "Last updated:" field under the toolbar after first Update.

  fschmid 73 views 8 comments 1 point Most recent by fschmid February 17Download, Add/Update Accounts (Windows)
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  Nordstrom Card Errors

  Answered ✓ jtomalley 4.3K views 97 comments 3 points Most recent by Jose Espino February 16Download, Add/Update Accounts (Windows)
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  OneStep update unreliable especially for brokerage accounts

  SteveK2021 12 views 0 comments 0 points Started by SteveK2021 February 16 Download, Add/Update Accounts (Windows)
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  One Step Update - How can I Identify accounts that did not download

  Answered ghkr 117 views 16 comments 0 points Most recent by Jim_Harman February 16Errors and Troubleshooting (Windows)
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  Schwab - Multi usernames, individual accounts, joint accounts, retirement accounts

  TMMac 21 views 1 comment 0 points Most recent by Quicken Kristina February 15Download, Add/Update Accounts (Windows)
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  I cannot download Paypal Mastercard transactions via One Step Update

  Dave Kacoroski 229 views 19 comments 0 points Most recent by saw387 February 15Download, Add/Update Accounts (Windows)
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  Difficulty connecting new account - Vanguard

  GermanBlueRam 14 views 2 comments 0 points Most recent by Quicken Kristina February 15Download, Add/Update Accounts (Windows)
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  Message: Your Quicken accounts and your brokerage accounts are in agreement

  Answered Bione 32 views 2 comments 0 points Most recent by Boatnmaniac February 15Investing (Windows)
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  Citibank Online Balance incorrect

  Jan G 10 views 1 comment 0 points Most recent by Quicken Kristina February 14Registers & Transactions (Windows)
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  Bank of America Accounts Not Updating Today 2/13/2025

  axman53 22 views 2 comments 0 points Most recent by Quicken Anja February 13Download, Add/Update Accounts (Windows)
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  USAA CC-506

  wrldtvlr 493 views 64 comments 1 point Most recent by Quicken Kristina February 10Download, Add/Update Accounts (Windows)
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  Long running issue downloading from Schwab

  Lisa Jade 49 views 4 comments 0 points Most recent by Lisa Jade February 7Download, Add/Update Accounts (Windows)
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  One Step Update has stopped working / Windows 11, Quicken Deluxe R60.20, build 27.1.60.20

  Answered SetSee 88 views 2 comments 0 points Most recent by SetSee February 7Download, Add/Update Accounts (Windows)
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  Ongoing USAA transaction download problem

  Answered Randall.G 91 views 5 comments 0 points Most recent by Quicken Anja February 7Download, Add/Update Accounts (Windows)
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  Updates with Multiple Synchrony Accounts Debit Wrong Account

  JFSamuels 29 views 4 comments 0 points Most recent by JFSamuels February 6Errors and Troubleshooting (Windows)
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  Chase Credit Card download not working

  tbone100 57 views 6 comments 0 points Most recent by Quicken Anja February 6Download, Add/Update Accounts (Windows)
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  Match Securities Not Working

  Answered Boatnmaniac 76 views 12 comments 0 points Most recent by Boatnmaniac February 5Investing (Windows)
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  paypal credit account

  Francis 13 views 1 comment 0 points Most recent by Quicken Anja February 5Download, Add/Update Accounts (Windows)
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  Citi not updating on the regular daily schedule anymore. Updates manually without issue.

  System 22 views 3 comments 0 points Most recent by Quicken Kristina February 4Download, Add/Update Accounts (Windows)
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  Elan Financial Visa not downloading

  DRMick 51 views 8 comments 0 points Most recent by mweller_atl February 4Download, Add/Update Accounts (Windows)
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  How to exclude an account from one step update

  Answered nothear2talk 34 views 5 comments 0 points Most recent by nothear2talk February 3Download, Add/Update Accounts (Mac)
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  Updating is suddenly creating placeholder entries for stocks I have not owned for over 10 years

  Vinndalf 88 views 6 comments 0 points Most recent by q_lurker February 3Investing (Windows)
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  CC-501 Error; multiple FI

  compuwise 84 views 7 comments 0 points Most recent by UKR February 2Errors and Troubleshooting (Windows)
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  One Step Update Summary Not Listing All Updated Accounts

  schmieg 179 views 19 comments 0 points Most recent by schmieg February 2Download, Add/Update Accounts (Windows)