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

Answered ✓ Closed ChocolateLabMan 41 views 4 comments 0 points Most recent by Quicken Kristina October 2025Investing (Mac)

Is there a report that shows an account's minimum balance within a specific date range?

Answered ✓ Closed DrWhy 61 views 6 comments 0 points Most recent by John_in_NC October 2025Paying Bills, eBills & Scheduled Transactions (Mac)

0 shares downloaded from Fidelity for 401k

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

Download Issues with Fidelity

Closed System 21 views 2 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Mac)

Portfolio Share Totals are incorrect and do not match Share Balance from Ledger

Closed Andrew H 31 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Registers & Transactions (Mac)

Have trouble maintaining reconciliation with Macy's Credit Card account

Closed performerj 61 views 5 comments 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Mac)

I had to Transfer to a new Account and have Market Value to Account Value incorrect

Closed FLjuggler 13 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)

Can't add Georgia Path2College Acct to Quicken Mac

Closed Kadu 22 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Mac)

Missing All Fidelity Government Cash Reserve Transactions

Answered Closed car1 553 views 25 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Mac)

supressing $0 transactions in portfolio transactions list

Closed ecbuck 21 views 2 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)

Quicken Incorrectly Showing cash balances in Fidelity and Vanguard Brokerage accounts

Closed ttttttvt 805 views 8 comments 2 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Mac)

Changes to your connected services in Quicken ... Article ID: GEN00618

Closed PaulVonasek 191 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)

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)

Can't Connect to Discover Card

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

Balances don't agree within the program

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 165 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 4.1K 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 41 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 31 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 11 views 0 comments 2 points Most recent by Oscelot October 2025Manage Accounts and Transactions

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)

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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