Quicken Mac

Discussion List

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  How do I get scheduled transaction to appear up to 90 days into the future?

  Answered ✓ Closed DrWhy 51 views 2 comments 0 points Most recent by DrWhy October 2025Paying Bills, eBills & Scheduled Transactions (Mac)
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  Can't Connect to Discover Card

  Closed QMacNewb 43 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Balances don't agree within the program

  Answered Closed Sara Wright 43 views 1 comment 0 points Most recent by Jeff76 October 2025Errors and Troubleshooting (Mac)
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  Fidelity connection update reperforms the update and connection on each update

  Closed unknowndomain99 12 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  For Fidelity Cash Management Account, market value is out of sync with the running balance

  Answered Closed jkyle 151 views 7 comments 1 point Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Mac)
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  New Fidelity Connection - Incorrect # of Shares/Missing Investment Accounts [Mac]

  Answered Closed AFN 3.9K views 140 comments 1 point Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Unable to Import Old 401k Transactions from Principal or other Investment Accounts

  Closed whab 32 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Fidelity download failing

  Answered Closed dave.1234 42 views 2 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  UPDATED 10/16/25 HealthEquity - CC-501/FDP-101

  Quicken Kristina 1.4K views 2 comments -1 point Most recent by Quicken Anja October 2025Alerts, Online Banking & Known Product Issues
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  I would like you to add a COLUMN category for “SALES TAX”, and include report options

  Reviewed neener 14 views 2 comments 1 point Most recent by NotACPA October 2025Reports
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  Fidelity Transaction History Lost

  Answered Closed dougsankey 72 views 5 comments 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Mac)
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  Custom Colors For Accounts In Sidebar (Mac)

  Reviewed Oscelot 11 views 0 comments 2 points Started by Oscelot October 2025 Manage Accounts and Transactions
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  Reports pop-up reverted to initial size [Edited]

  Closed dhammabob 72 views 8 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Mac)
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  TSP downloads don't show individual transactions [EDITED]

  Closed Cgsarpilot 31 views 2 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  update progress window, include wheel progress indicator from main acct window

  Reviewed india just 1 view 0 comments 1 point Started by india just October 2025 Product Enhancements
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  When I update my Fidelity accounts, all my accounts' Online Balance is $0.00. Why?

  Answered Closed mverzola 296 views 11 comments 0 points Most recent by Quicken Alyssa October 2025Registers & Transactions (Mac)
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  how to manage fidelity update wrt incorrect cash balance and doubled fund holdings

  Answered Closed phil 52 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  PAYROLL PLEASE!!!! Quicken Mac Business & Personal

  Reviewed Bluekey Marina 55 views 2 comments 2 points Most recent by NotACPA October 2025Rental Properties and Business Tools
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  1

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  Copy or Duplicate Bill Function

  Reviewed Bluekey Marina 11 views 1 comment 1 point Most recent by UKR October 2025Scheduled Transactions and Online Bills
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  Ability to group Investment accounts by Taxable and Non-Taxable on Account Sidebar [Edited]

  Reviewed Dali 21 views 2 comments 1 point Most recent by Dali October 2025Investments
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  Principal Financial 401K account added successfully, but the amount is DOUBLED

  Answered Closed jc999 151 views 5 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Quicken keeps insisting my balance at Fidelity is off by my exact balance.

  Closed Maria52Girgis 157 views 7 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Allow further customization for Renaming Rules

  Reviewed Fixitinpost15 32 views 1 comment 3 points Most recent by Bluekey Marina October 2025Manage Accounts and Transactions
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  Report for “Maturity dates for Bonds and CDs”

  Reviewed Lynete 12 views 0 comments 3 points Started by Lynete October 2025 Investments
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  Edit / customize columns in splits (Q Mac)

  Reviewed Bluekey Marina 12 views 0 comments 1 point Started by Bluekey Marina October 2025 Manage Accounts and Transactions
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  Calendar show negative balance in red (Q Mac)

  Reviewed Barriebudget 11 views 0 comments 1 point Started by Barriebudget October 2025 Product Enhancements
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  Add Morningstar Star and/or Medalist Ratings

  Reviewed woodwrk1 11 views 0 comments 2 points Started by woodwrk1 October 2025 Investments
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  E*Trade equity prices $0 for 10/6/2025. Mac Classic Deluxe 8.3.2

  Closed vpswede 11 views 1 comment 0 points Most recent by vpswede October 2025Investing (Mac)