Online Banking

Discussion List

• 
  Why do all the Venmo issues get closed with no resolution?

  Closed DennisK 112 views 1 comment 1 point Most recent by Quicken Anja August 2025Download, Add/Update Accounts (Windows)
• 
  CD holdings missing from Edward Jones download (QWin)

  Closed System 43 views 6 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
• 
  No longer able to reconcile share balance in a brokerage account?

  Closed nhttip 64 views 3 comments 0 points Most recent by Quicken Kristina August 2025Investing (Windows)
• 
  PayPal cc-601

  Closed Greg Brown 34 views 3 comments 0 points Most recent by Quicken Anja August 2025Download, Add/Update Accounts (Windows)
• 
  25

  Up
  Pull in Amazon purchases

  Reviewed pdobrien 2.8K views 10 comments 25 points Most recent by Chris_QPW July 2025Product Enhancements
• 
  Adding Sallie Mae Account Is Still Broken

  Closed smono57 44 views 3 comments 0 points Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Windows)
• 
  AmEx Savings transactions still dated one day after the actual transaction, prevent reconciliation

  Closed seadan 185 views 16 comments 0 points Most recent by [Deleted User] July 2025Download, Add/Update Accounts (Windows)
• 
  Can't log in to Wealthscape Investor

  Answered ✓ Closed Gary Moody 1.2K views 3 comments 0 points Most recent by Quicken Jasmine July 2025Investing (Windows)
• 
  ONGOING 7/29/25 Truist Online Banking - BID change FDP-102 & OL-293-A

  Quicken Anja 2.8K views 5 comments 0 points Most recent by Quicken Jasmine July 2025Alerts, Online Banking & Known Product Issues
• 
  Why is my Quicken Classic Premier hanging up during One Step Update? [Edited]

  Answered Closed mnkoster 175 views 9 comments 0 points Most recent by Quicken Anja July 2025Download, Add/Update Accounts (Windows)
• 
  How to record a Roth IRA rollover to another Roth IRA

  Answered ✓ Closed dennis.f.warren 316 views 11 comments 0 points Most recent by Boatnmaniac July 2025Investing (Windows)
• 
  How can I fix a connection problem with the SoFi website?

  Answered Closed tjbuki 117 views 6 comments 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Windows)
• 
  American Express - Delegate no longer saving authorizations

  Closed Lance W. 68 views 2 comments 1 point Most recent by Lance W. July 2025Download, Add/Update Accounts (Windows)
• 
  Quicken Personal and Business connecting to Stripe

  Closed EMoyer 197 views 2 comments 0 points Most recent by Boatnmaniac July 2025Download, Add/Update Accounts (Windows)
• 
  Vanguard Issues QQQ & MSFT Prices Won’t Update

  Answered ✓ Closed egldvrbags 531 views 24 comments 0 points Most recent by egldvrbags July 2025Download, Add/Update Accounts (Windows)
• 
  Golden1 stopped syncing now cant relink account

  Closed z3razerviper 35 views 3 comments 0 points Most recent by Quicken Kristina July 2025Errors and Troubleshooting (Windows)
• 
  When will you fix the download for Target National Bank?

  Answered Closed emily 114 views 4 comments 0 points Most recent by Chris_QPW July 2025Errors and Troubleshooting (Windows)
• 
  one step update stopped working July 2025

  Closed D Baxter 138 views 5 comments -1 point Most recent by NotACPA July 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity account issues: balance variance and unaccepted transactions

  Answered Closed annetteward5 109 views 4 comments 0 points Most recent by Quicken Anja July 2025Errors and Troubleshooting (Windows)
• 
  One-Step Update problems with VISA Mercury Card

  Closed ProfessorJohn 63 views 1 comment 0 points Most recent by Quicken Anja July 2025Errors and Troubleshooting (Windows)