One Step Update

Discussion List

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  Long running issue downloading from Schwab

  Closed Lisa Jade 77 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 Closed SetSee 105 views 2 comments 0 points Most recent by SetSee February 7Download, Add/Update Accounts (Windows)
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  Updates with Multiple Synchrony Accounts Debit Wrong Account

  Closed JFSamuels 36 views 4 comments 0 points Most recent by JFSamuels February 6Errors and Troubleshooting (Windows)
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  Chase Credit Card download not working

  Closed tbone100 85 views 6 comments 0 points Most recent by Quicken Anja February 6Download, Add/Update Accounts (Windows)
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  Elan Financial Visa not downloading

  Closed DRMick 110 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 Closed nothear2talk 102 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

  Closed Vinndalf 140 views 6 comments 0 points Most recent by q_lurker February 3Investing (Windows)
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  CC-501 Error; multiple FI

  Closed compuwise 117 views 7 comments 0 points Most recent by UKR February 2Errors and Troubleshooting (Windows)
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  Onestep Update showing old account in list. Has been Deactivated for years.

  Closed vpaul 43 views 3 comments 0 points Most recent by UKR February 2Errors and Troubleshooting (Windows)
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  Blue Federal Credit Union no connection - again

  Closed Paulio 34 views 4 comments 0 points Most recent by Quicken Anja February 1Download, Add/Update Accounts (Windows)
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  Merged: OL-293-A Fidelity Deferred Annuity

  Closed Dave508 1 view 0 comments 0 points Started by Dave508 January 31 Errors and Troubleshooting (Windows)
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  Missing One-Step-Update response buttons (e.g. Accept All)

  Closed fuzzydoug 264 views 15 comments 0 points Most recent by Quicken Jasmine January 30Registers & Transactions (Windows)
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  One Step Update does not remember Fidelity account password

  Closed Adience 52 views 0 comments 1 point Started by Adience January 29 Signing in, Passwords, and Activation (Windows)
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  Update Summary Screen Blank

  Closed Scott Baines 94 views 6 comments 0 points Most recent by Quicken Kristina January 26Download, Add/Update Accounts (Windows)
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  One Step Update Has stopped working

  Answered ✓ Closed Denverbarb 1.6K views 17 comments 1 point Most recent by Marianna January 25Errors and Troubleshooting (Windows)
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  One Step Update Failure and Subsequent Oddity

  Closed gt00tx 58 views 3 comments 0 points Most recent by Quicken Anja January 24Errors and Troubleshooting (Windows)
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  How do I add a new/additional account to an existing brokerage/investment company?

  Answered ✓ Closed Brewpounders 376 views 4 comments 0 points Most recent by Brewpounders January 23Download, Add/Update Accounts (Windows)
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  One Step Update Issue with USAA/CC-505 (QWIN)

  Answered Closed ricko4 937 views 38 comments 0 points Most recent by Quicken Jasmine January 23Errors and Troubleshooting (Windows)
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  How to change credit card number on existing account with new card number

  Answered Closed George Guild 822 views 1 comment 0 points Most recent by Quicken Anja January 22New to Quicken/Getting Started (Windows)
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  Any Update on Synchrony Savings and Discover Card Not Being Able To Add Accounts?

  Closed NLT 118 views 7 comments 0 points Most recent by Quicken Anja January 22Download, Add/Update Accounts (Windows)
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  Does anyone get duplicates of downloaded transactions from Chase Investments and if so how to fix??

  Answered Closed Bilwit 430 views 23 comments 0 points Most recent by Chris_QPW January 21Registers & Transactions (Windows)
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  Pentagon Federal Credit Union- CC-502 (QWin)

  Closed JstLukng 111 views 3 comments 0 points Most recent by Quicken Jasmine January 19Errors and Troubleshooting (Windows)
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  PayPal Credit, Mastercard, and Crypto - not receiving 2FA code?

  Closed jtgdc 35 views 0 comments 0 points Started by jtgdc January 19 Download, Add/Update Accounts (Windows)
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  My Discover Card downloads transactions whenever I "Update now" for a different card

  Answered Closed rotorflyer 217 views 12 comments 0 points Most recent by Quicken Kristina January 17Download, Add/Update Accounts (Windows)
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  Editing OneStep Update Accounts

  Answered ✓ Closed Badger51 176 views 6 comments 0 points Most recent by UKR January 17Download, Add/Update Accounts (Windows)
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  Is it possible to manually add an existing security to a different existing investment account?

  Answered Closed SAB0779 128 views 5 comments 0 points Most recent by SAB0779 January 15Investing (Windows)
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  Settings prompt on One Step Update

  Answered Closed Gerry Blue 112 views 7 comments 0 points Most recent by Camelot_One January 14Download, Add/Update Accounts (Windows)
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  My IRA account is not coming down when trying to Add Account

  Closed cfauvel 130 views 3 comments 0 points Most recent by cfauvel January 12Download, Add/Update Accounts (Windows)