Quicken Mac

Answered Closed Sara Wright 41 views 1 comment 0 points Most recent by Jeff76 October 2025Errors and Troubleshooting (Mac)

Fidelity connection update reperforms the update and connection on each update

Closed unknowndomain99 11 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)

For Fidelity Cash Management Account, market value is out of sync with the running balance

Answered Closed jkyle 161 views 7 comments 1 point Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Mac)

New Fidelity Connection - Incorrect # of Shares/Missing Investment Accounts [Mac]

Answered Closed AFN 4K views 140 comments 1 point Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)

Unable to Import Old 401k Transactions from Principal or other Investment Accounts

Closed whab 31 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)

Fidelity download failing

Answered Closed dave.1234 42 views 2 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)

UPDATED 10/16/25 HealthEquity - CC-501/FDP-101

Quicken Kristina 1.5K views 2 comments -1 point Most recent by Quicken Anja October 2025Alerts, Online Banking & Known Product Issues

1

I would like you to add a COLUMN category for “SALES TAX”, and include report options

Reviewed neener 11 views 2 comments 1 point Most recent by NotACPA October 2025Reports

Fidelity download migration

Answered Closed Wes Wolfertz 101 views 4 comments 0 points Most recent by unknown October 2025Errors and Troubleshooting (Mac)

Vanguard Cash Plus Quicken Classic Mac Does not Work

Closed JMusername 33 views 2 comments 1 point Most recent by unknown October 2025Download, Add/Update Accounts (Mac)

Fidelity Transaction History Lost

Answered Closed dougsankey 71 views 5 comments 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Mac)

2

Custom Colors For Accounts In Sidebar (Mac)

Reviewed Oscelot 13 views 0 comments 2 points Most recent by Oscelot October 2025Manage Accounts and Transactions

Reports pop-up reverted to initial size [Edited]

Closed dhammabob 71 views 8 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Mac)

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)

1

update progress window, include wheel progress indicator from main acct window

Reviewed india just 1 view 0 comments 1 point Most recent by india just October 2025Product Enhancements

When I update my Fidelity accounts, all my accounts' Online Balance is $0.00. Why?

Answered Closed mverzola 341 views 11 comments 0 points Most recent by Quicken Alyssa October 2025Registers & Transactions (Mac)

how to manage fidelity update wrt incorrect cash balance and doubled fund holdings

Answered Closed phil 51 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)

2

PAYROLL PLEASE!!!! Quicken Mac Business & Personal

Reviewed Bluekey Marina 71 views 2 comments 2 points Most recent by NotACPA October 2025Rental Properties and Business Tools

1

Copy or Duplicate Bill Function

Reviewed Bluekey Marina 11 views 1 comment 1 point Most recent by UKR October 2025Scheduled Transactions and Online Bills

1

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

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)

Quicken keeps insisting my balance at Fidelity is off by my exact balance.

Closed Maria52Girgis 191 views 7 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)

4

Allow further customization for Renaming Rules

Reviewed Fixitinpost15 32 views 1 comment 4 points Most recent by Bluekey Marina October 2025Manage Accounts and Transactions

4

Report for “Maturity dates for Bonds and CDs”

Reviewed Lynete 11 views 0 comments 4 points Most recent by Lynete October 2025Investments

2

Edit / customize columns in splits (Q Mac)

Reviewed Bluekey Marina 11 views 0 comments 2 points Most recent by Bluekey Marina October 2025Manage Accounts and Transactions

1

Calendar show negative balance in red (Q Mac)

Reviewed Barriebudget 11 views 0 comments 1 point Most recent by Barriebudget October 2025Product Enhancements

2

Add Morningstar Star and/or Medalist Ratings

Reviewed woodwrk1 11 views 0 comments 2 points Most recent by woodwrk1 October 2025Investments

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)

Quicken Mac

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