Online Banking

Discussion List

• 
  Why won't all my accounts update when I click on the Update Accounts button?

  Answered ✓ Closed rlhoweth 295 views 15 comments 0 points Most recent by rlhoweth May 2025Download, Add/Update Accounts (Windows)
• 
  Wealthfront Connection Issues w/ Wealthfront (MAC)

  Closed PapaCito 131 views 5 comments 0 points Most recent by Quicken Anja May 2025Download, Add/Update Accounts (Mac)
• 
  Frequent Reauthorization Requests

  Closed [Deleted User] 72 views 1 comment 0 points Most recent by Quicken Jasmine May 2025Signing in, Passwords, and Activation (Windows)
• 
  leading zeros on check numbers

  Closed KRD 125 views 7 comments 0 points Most recent by jacobs April 2025Registers & Transactions (Mac)
• 
  Merged: Regions OL-220-A

  Closed TCL Peter Rabbit 1 view 0 comments 0 points Started by TCL Peter Rabbit April 2025 Download, Add/Update Accounts (Windows)
• 
  HELP!!! Ready to cancel Quicken Zelle transactions not syncing and miscategorized transactions!

  Answered Closed wendye 22 views 1 comment 0 points Most recent by Quicken Anja April 2025Download, Add/Update Accounts (Windows)
• 
  Three different financial institutions all requested re-authorizations today

  Closed clinc 231 views 18 comments 1 point Most recent by clinc April 2025Download, Add/Update Accounts (Mac)
• 
  Can't reactivate online services

  Closed Bill318 41 views 3 comments 0 points Most recent by Quicken Anja April 2025Download, Add/Update Accounts (Windows)
• 
  Added Ally Invest account and now keeps crashing

  Closed Melbrett68 32 views 3 comments 0 points Most recent by Quicken Anja April 2025Download, Add/Update Accounts (Windows)
• 
  Updating one of two checking accounts after credit union merger

  Closed tupper 51 views 3 comments 0 points Most recent by Quicken Anja April 2025Errors and Troubleshooting (Mac)
• 
  Bank password change not accepted by Quicken

  Answered Closed LightofHope 143 views 5 comments 0 points Most recent by Quicken Anja April 2025Registers & Transactions (Windows)
• 
  Not able to add NYCERS account - keep getting CC-501 error

  Closed mcadenillas 81 views 5 comments 0 points Most recent by Quicken Kristina April 2025Download, Add/Update Accounts (Windows)
• 
  Wrong institution when tryiing to update cc transactions

  Answered Closed Eric Johnson 62 views 11 comments 0 points Most recent by Quicken Kristina April 2025Download, Add/Update Accounts (Windows)
• 
  New Budgets - Allocated Budget amounts?

  Closed Frank Jones 31 views 1 comment 0 points Most recent by Quicken Jasmine April 2025Budgeting and Planning Tools (Windows)
• 
  One Step Update issue

  Closed mriv01 222 views 20 comments 0 points Most recent by mriv01 April 2025Download, Add/Update Accounts (Windows)
• 
  Connection issue

  Closed h stansfield 31 views 2 comments 0 points Most recent by h stansfield April 2025Errors and Troubleshooting (Windows)
• 
  Sofi downloads with no error message but does not show records

  Answered Closed sofiissues 31 views 3 comments 0 points Most recent by Quicken Kristina April 2025Download, Add/Update Accounts (Windows)
• 
  transactions are not being downloaded from Wells Fargo Bank.

  Answered Closed bspsolutions 31 views 1 comment 0 points Most recent by Quicken Kristina April 2025Download, Add/Update Accounts (Windows)
• 
  CLOSED 4/28/25 SEI Client Connect- $0 Balance When Adding Investment Accounts

  Closed Quicken Anja 71 views 2 comments 0 points Most recent by Quicken Kristina April 2025Alerts, Online Banking & Known Product Issues
• 
  Frequent reauthorization prompts with Capital One 360 QMAC

  Closed System 51 views 6 comments 0 points Most recent by Quicken Kristina April 2025Download, Add/Update Accounts (Mac)
• 
  how to activate downloads for Lowes Synchrony account

  Closed PatCosWal 226 views 4 comments 0 points Most recent by Quicken Jasmine April 2025Download, Add/Update Accounts (Windows)
• 
  Amazon, Lowes, and Sams Club Cards through Synchrony Bank

  Closed dianetti 82 views 4 comments 0 points Most recent by Quicken Jasmine April 2025Download, Add/Update Accounts (Mac)
• 
  T Rowe Price transactions not downloading

  Closed joeymon1 1.5K views 52 comments 3 points Most recent by Framer Inc April 2025Download, Add/Update Accounts (Windows)
• 
  Placeholder entries hidden or corrupted? - Vanguard account

  Closed Ted P 91 views 8 comments 0 points Most recent by Jim_Harman April 2025Errors and Troubleshooting (Windows)
• 
  Citi account downloading minimum payment in error

  Closed Nutso 31 views 2 comments 0 points Most recent by Quicken Kristina April 2025Errors and Troubleshooting (Mac)
• 
  Truist checking account balance will not stay correct

  Closed kkkkkkkk 121 views 4 comments 0 points Most recent by Quicken Kristina April 2025Errors and Troubleshooting (Mac)
• 
  Wells Fargo downloads disconnects, won't reconnect error says not my fault

  Answered Closed KeithCal 32 views 2 comments 0 points Most recent by Quicken Kristina April 2025Download, Add/Update Accounts (Windows)
• 
  Target CC and M&T Bank Credit Card Not connecting

  Closed mkterps24 41 views 2 comments 0 points Most recent by Quicken Kristina April 2025Download, Add/Update Accounts (Windows)
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  Citi Managed Credit Card downloading balance, not downloading transactions

  Closed gmk3 132 views 13 comments 0 points Most recent by Quicken Kristina April 2025Download, Add/Update Accounts (Windows)
• 
  NYSDCP connection error

  Answered Closed Timemwc 81 views 6 comments 0 points Most recent by Quicken Jasmine April 2025Download, Add/Update Accounts (Mac)