Online Banking

Discussion List

• 
  Quicken keeps needing to confirm if one Fidelity holding is new or existing

  Closed System 22 views 2 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Windows)
• 
  Two Fidelity 401k Accounts - Two different Login

  Closed rmatz 60 views 3 comments 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Mac)
• 
  Unable to download transactions from Edward Jones for the last 3 days starting 10/14/2025

  Closed Phardy 87 views 6 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
• 
  Receiving limited downloads from PNC

  Closed Brit5416 3 views 1 comment 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
• 
  Multiple data files clash over Fidelity account tokens

  Closed AZ66 86 views 8 comments 0 points Most recent by Boatnmaniac December 2025Errors and Troubleshooting (Windows)
• 
  Fidelity cash management account

  Answered Closed JoshFla 153 views 7 comments 0 points Most recent by utexex79@ November 2025Download, Add/Update Accounts (Windows)
• 
  RBC (Royal Bank of Canada) Connection not Supported

  Closed DamianVan66 171 views 4 comments 0 points Most recent by Arctic Hare November 2025All Things Canadian (Windows)
• 
  LPL now updating one mutual fund.

  Closed tolich 19 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Windows)
• 
  Vanguard Transaction Downloads

  Closed TKat 54 views 2 comments 0 points Most recent by mjaccetta November 2025Download, Add/Update Accounts (Windows)
• 
  Getting cc-501 unknown error when downloading from Firstbank Colorado

  Closed Headmuck 28 views 2 comments 0 points Most recent by Quicken Anja November 2025Errors and Troubleshooting (Windows)
• 
  Merged: Hot Fix 65.17 Does Not Fix Transactions Appearing Twice.

  Closed Carleton Williams 11 views 0 comments 0 points Most recent by Carleton Williams November 2025Registers & Transactions (Windows)
• 
  Navy Federal 403 Forbidden Error

  Closed scampsrp 196 views 3 comments 0 points Most recent by Quicken Anja November 2025Errors and Troubleshooting (Windows)
• 
  Fidelity Trust account not updating [Edited]

  Answered Closed stevenhyman1781 23 views 3 comments 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Windows)
• 
  Bank of America - All Other States failing to download

  Closed qudtp 447 views 14 comments 0 points Most recent by Quicken Anja November 2025Errors and Troubleshooting (Mac)
• 
  Multiple Fidelity Netbenefits problems [Edited]

  Closed loukas 168 views 4 comments 2 points Most recent by loukas November 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity EWC+ reinvested month end dividends handled wrong

  Answered Closed leishirsute 925 views 44 comments 0 points Most recent by proflaw November 2025Download, Add/Update Accounts (Windows)
• 
  Trouble updating Quicken Mac Accounts

  Closed Dickj6335 16 views 1 comment 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)
• 
  Quicken AMEX High Yield Savings Account will not connect.

  Closed cbellaustx 160 views 5 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Mac)
• 
  Cannot connect to KIVA account on Quicken for Mac version 26.2

  Answered Closed Bryan Schmiedeler 1 view 1 comment 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Mac)
• 
  I am trying to download from AT&T computershare into Quicken. Computershare requires an I am Human h

  Answered Closed robertwilson 23 views 1 comment 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Mac)
• 
  R65.15 Downloaded transactions not matching to manual entries in register

  Closed System 89 views 8 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Quicken should report an error when a transaction upload fails

  Closed thompson87 34 views 5 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  One Step update caused balance to be off.

  Closed entrack 91 views 12 comments 0 points Most recent by Quicken Kristina November 2025Registers & Transactions (Windows)
• 
  Merged: BofA reconciliation out of wack

  Closed Morpheus 61 views 0 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
• 
  Can't get transactions from Online Center to go into my register, from PNC Bank

  Answered Closed ttenneb 21 views 3 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
• 
  Citibank Costco Visa Card online balance incorrect in Quicken

  Closed FlyGuyTx 92 views 4 comments 0 points Most recent by Jeffrey Coats November 2025Registers & Transactions (Windows)
• 
  Merrill Lynch changed connection types? How can I fix account?

  Answered ✓ Closed Nikster 535 views 4 comments 0 points Most recent by Nikster November 2025Download, Add/Update Accounts (Windows)
• 
  Citibank reporting connection problems

  Answered Closed Randy45 27 views 1 comment 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Windows)
• 
  Number of shares way off

  Closed mauldin006 34 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Mac)
• 
  Merged: Download from Principle Finance

  Closed ATC Doug 11 views 0 comments 0 points Most recent by ATC Doug November 2025Download, Add/Update Accounts (Windows)