One Step Update

Discussion List

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  Fidelity: Fidelity Puritan Capital Gains Long transaction came as Deposit in Quicken

  Closed CaveCreek 101 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 137 views 4 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  One Step Update Settings are no longer being saved. How do I fix this?

  Answered Closed Judy Graves Schuster 48 views 1 comment 0 points Most recent by splasher October 2025Download, Add/Update Accounts (Windows)
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  One Step Update Not Updating Investment Accounts

  Closed Dan13 97 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Quicken closes after one step update

  Closed pfspartan 71 views 5 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Coinbase partially working

  Closed esaurusaitis 22 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
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  Re-authorize an account

  Answered Closed GerryRoston 45 views 1 comment 0 points Most recent by NotACPA October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Price History for US Treasuries Doesn't update

  Closed HCJoe 112 views 8 comments 1 point Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  NetXInvestor rejecting request when attempting to update account OL-301-A

  Closed jr_ece 303 views 12 comments 0 points Most recent by bcsteves October 2025Errors and Troubleshooting (Windows)
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  Bank no longer supported?

  Answered Closed katrine 114 views 7 comments 0 points Most recent by splasher October 2025Errors and Troubleshooting (Windows)
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  Fidelity accounts with multipile Quicken files - reset needed?

  Answered Closed markswot 72 views 1 comment 1 point Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Is anyone else having issues updating accounts?

  Answered Closed Luis M 41 views 2 comments 0 points Most recent by UKR October 2025Errors and Troubleshooting (Windows)
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  One Step Update freezes with Quicken Classic

  Closed Lyndsey R 53 views 2 comments 0 points Most recent by NotACPA October 2025Errors and Troubleshooting (Windows)
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  Merged: BNY Pershing Not Downloading

  Closed JBobShu 1 view 0 comments 0 points Most recent by katienova October 2025Download, Add/Update Accounts (Windows)
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  Multiple options for same memorized Payee

  Reviewed TN Landlord 21 views 1 comment 1 point Most recent by Chris_QPW October 2025Rental Property and Business Tools
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  Where is the account register last update timestamp?

  Answered Closed jtgostars 52 views 4 comments 0 points Most recent by hannah1205 October 2025Download, Add/Update Accounts (Windows)
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  Update and Reauthorization

  Answered Closed ccpjr 54 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Unable to Upload Transactions - Navy Federal Credit Union.

  Answered Closed Cgsg1398 70 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Does ExpressWebConnect+ require storing your financial information with Quicken???

  Answered ✓ Closed Kipa 61 views 2 comments 0 points Most recent by Kipa October 2025Download, Add/Update Accounts (Windows)
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  Merged: Continuing issues with Fidelity

  Closed Tammy Van Buren 101 views 0 comments 0 points Most recent by Lew October 2025Errors and Troubleshooting (Windows)
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  OL-292-B Morgan Stanley Wealth Management

  Closed CaveCreek 43 views 6 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  Fidelity download gives "Unidentified Security" on new downloads

  Closed Ben12 93 views 2 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  Fixed income prices not updating (schwab/Fidelity)

  Closed ghstudio 44 views 2 comments 0 points Most recent by ghstudio October 2025Errors and Troubleshooting (Windows)
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  Downloaded Schwab accounts are using total brokerage balance not cash in account when reconciling?

  Answered ✓ Closed JayBugs 44 views 2 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Mac)
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  How can I get more information?

  Answered Closed rbloom926 41 views 2 comments 0 points Most recent by rbloom926 September 2025Errors and Troubleshooting (Windows)
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  CC-502 Elan Financial Services - Fidelity Credit Card Account

  Closed CaveCreek 31 views 2 comments 0 points Most recent by CaveCreek September 2025Download, Add/Update Accounts (Windows)
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  I'm having trouble connecting to my bank - Credit Union of Colorado

  Answered Closed KHMR 22 views 1 comment 0 points Most recent by UKR September 2025Download, Add/Update Accounts (Windows)
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  Merged: Fidelity Updates Still Broken After Update 9/26/25

  Closed extravoice 1 view 0 comments 0 points Started by extravoice September 2025 Download, Add/Update Accounts (Windows)
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  Financial institution connection update and zzz meaning.

  Answered ✓ Closed Tony Luers 106 views 3 comments 1 point Most recent by NotACPA September 2025Download, Add/Update Accounts (Windows)