Online Banking

Discussion List

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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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  Coinbase Credit Card with Quicken?

  Closed something 225 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Cash Mgmt acct shows ZERO balance in Quicken

  Answered Closed KC Smythe 51 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Mac)
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  UPDATE 10/1/2025: Merrill Lynch duplicate CDs

  Closed rakeshg 63 views 5 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Mac)
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  401k Doubled - Fidelity - QMac

  Closed System 114 views 9 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Mac)
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  Fidelity Disaster

  Closed sycamore1234 292 views 6 comments 1 point Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Mac)
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  Fidelity - a position disappeared & had to be re-added + register doesn't match acct. list

  Closed System 11 views 2 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Mac)
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  CC-800 Error Message Updating Accounts from Schwab

  Answered Closed Bill40 200 views 2 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
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  Unable to Upload Transactions - Navy Federal Credit Union.

  Answered Closed Cgsg1398 71 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Investments - security value per share mismatch

  Closed sharpo367 34 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  CalSTRS FDP-105 Error

  Closed kevingasio 22 views 2 comments 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Mac)
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  Why won't Citi credit cards sync?

  Answered Closed Jeffrey Richman 293 views 2 comments 0 points Most recent by peacepkr October 2025Download, Add/Update Accounts (Windows)
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  Ongoing Fidelity disaster, Quicken Mac 8.3.2

  Closed Andrew B 71 views 1 comment 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Mac)
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  Fidelity Cash Management Account keeps having Placeholders added

  Closed System 34 views 2 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Adding Placeholder Transactions EVERY TIME

  Closed ntrainer 98 views 2 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Fidelity download migration

  Answered Closed Wes Wolfertz 102 views 4 comments 0 points Most recent by unknown October 2025Errors and Troubleshooting (Mac)
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  Fidelity and missing transactions

  Answered Closed Gerry Blue 364 views 18 comments 0 points Most recent by Geobrick October 2025Download, Add/Update Accounts (Windows)
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  "The associated accounts can't update right now. We are investigating the issue" after OSU

  Closed Lampatrick 84 views 3 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  Bank of America/Merrill Lynch Cut-Over Migration: keeps prompting to reauthorize [Edited]

  Closed taitelh 911 views 47 comments 0 points Most recent by Arkansasdawg October 2025Download, Add/Update Accounts (Windows)
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  Sofi Connection

  Closed stevew72 48 views 1 comment 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  Chase Transactions Not downloading into Quicken

  Answered Closed jjrichards 52 views 1 comment 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
• 
  CC-503 Error with Bank of Nova Scotia. Worked up until Sept 15, 2025

  Closed Russ Grabowski 44 views 3 comments 0 points Most recent by Quicken Anja October 2025All Things Canadian (Windows)
• 
  Which banks still support Web Connect (OFX)?

  Answered ✓ Closed NJplanner 133 views 3 comments 1 point Most recent by Chris_QPW October 2025Download, Add/Update Accounts (Mac)
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  Merged: Health Equity no longer is able to connect

  Closed mwise 11 views 0 comments 0 points Most recent by ChSe1976 October 2025Download, Add/Update Accounts (Mac)
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  Quicken - Get your act together over Fidelity [Edited - Language]

  Closed lmbeck65 31 views 1 comment 0 points Most recent by NotACPA October 2025Download, Add/Update Accounts (Windows)
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  Merged: Bank of America Quick Connect

  Closed Lynn Williams 1 view 0 comments 0 points Started by Lynn Williams October 2025 Download, Add/Update Accounts (Mac)
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  Fidelity Investments Reauthorization again and errors

  Closed NateSouthernCA 234 views 14 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Mac)
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  Dividend cash transfers not reflecting in the cash listing

  Closed System 42 views 5 comments 0 points Most recent by Chuck77 October 2025Investing (Windows)
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  Connecting to Amazon Synchrony

  Closed drice 45 views 3 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity Download issues.

  Answered Closed shepdawg 43 views 1 comment 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Mac)