Quicken Mac

Discussion List

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

  Answered Closed AFN 3.6K views 140 comments 1 point Most recent by Quicken Kristina October 17Download, Add/Update Accounts (Mac)
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  Unable to Import Old 401k Transactions from Principal or other Investment Accounts

  Closed whab 27 views 1 comment 0 points Most recent by Quicken Kristina October 17Download, Add/Update Accounts (Mac)
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  Fidelity download failing

  Answered Closed dave.1234 40 views 2 comments 0 points Most recent by Quicken Kristina October 17Download, Add/Update Accounts (Mac)
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  Walmart OnePay Cash Rewards - Synchrony Bank

  Closed System 281 views 5 comments 0 points Most recent by Quicken Alyssa October 16Download, Add/Update Accounts (Mac)
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  UPDATED 10/16/25 HealthEquity - CC-501/FDP-101

  Quicken Kristina 1K views 2 comments -1 point Most recent by Quicken Anja October 16Alerts, 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 18 views 2 comments 1 point Most recent by NotACPA October 15Reports
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  Fidelity Transaction History Lost

  Answered Closed dougsankey 70 views 5 comments 0 points Most recent by Quicken Kristina October 14Registers & Transactions (Mac)
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  Custom Colors For Accounts In Sidebar (Mac)

  Reviewed Oscelot 12 views 0 comments 2 points Started by Oscelot October 14 Manage Accounts and Transactions
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  Reports pop-up reverted to initial size [Edited]

  Closed dhammabob 76 views 8 comments 0 points Most recent by Quicken Kristina October 14Errors and Troubleshooting (Mac)
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  10/13/25 No Transactions for Fidelity HSA Accounts

  Announcement Quicken Kristina 1.2K views 0 comments 4 points Started by Quicken Kristina October 13 Announcements
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  TSP downloads don't show individual transactions [EDITED]

  Closed Cgsarpilot 37 views 2 comments 0 points Most recent by Quicken Kristina October 12Download, Add/Update Accounts (Mac)
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  update progress window, include wheel progress indicator from main acct window

  Reviewed india just 9 views 0 comments 1 point Started by india just October 12 Product Enhancements
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  When I update my Fidelity accounts, all my accounts' Online Balance is $0.00. Why?

  Answered Closed mverzola 264 views 11 comments 0 points Most recent by Quicken Alyssa October 12Registers & Transactions (Mac)
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  how to manage fidelity update wrt incorrect cash balance and doubled fund holdings

  Answered Closed phil 57 views 1 comment 0 points Most recent by Quicken Kristina October 11Download, Add/Update Accounts (Mac)
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  PAYROLL PLEASE!!!! Quicken Mac Business & Personal

  Reviewed Bluekey Marina 37 views 2 comments 1 point Most recent by NotACPA October 11Rental Properties and Business Tools
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  Copy or Duplicate Bill Function

  Reviewed Bluekey Marina 12 views 1 comment 1 point Most recent by UKR October 11Scheduled Transactions and Online Bills
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  Ability to group Investment accounts by Taxable and Non-Taxable on Account Sidebar [Edited]

  Reviewed Dali 26 views 2 comments 1 point Most recent by Dali October 11Investments
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  Principal Financial 401K account added successfully, but the amount is DOUBLED

  Answered Closed jc999 102 views 5 comments 0 points Most recent by Quicken Kristina October 10Download, Add/Update Accounts (Mac)
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  Quicken keeps insisting my balance at Fidelity is off by my exact balance.

  Closed Maria52Girgis 119 views 7 comments 0 points Most recent by Quicken Kristina October 10Download, Add/Update Accounts (Mac)
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  Allow further customization for Renaming Rules

  Reviewed Fixitinpost15 29 views 1 comment 3 points Most recent by Bluekey Marina October 9Manage Accounts and Transactions
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  Report for “Maturity dates for Bonds and CDs”

  Reviewed Lynete 13 views 0 comments 2 points Started by Lynete October 9 Investments
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  Edit / customize columns in splits (Q Mac)

  Reviewed Bluekey Marina 16 views 0 comments 1 point Started by Bluekey Marina October 9 Manage Accounts and Transactions
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  Allow for recognition of Variable Amounts on Recurring Bills

  Reviewed RetsonN 31 views 2 comments 1 point Most recent by Wyodad October 9Scheduled Transactions and Online Bills
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  Enlarge Font Size in Account Sidebar Pane (Q Mac) (+1 Merged Vote)

  Under Consideration Chuck_ 919 views 21 comments 36 points Most recent by jacobs October 8Product Enhancements
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  Calendar show negative balance in red (Q Mac)

  Reviewed Barriebudget 17 views 0 comments 1 point Started by Barriebudget October 8 Product Enhancements
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  Add Morningstar Star and/or Medalist Ratings

  Reviewed woodwrk1 14 views 0 comments 2 points Started by woodwrk1 October 8 Investments
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  E*Trade equity prices $0 for 10/6/2025. Mac Classic Deluxe 8.3.2

  Closed vpswede 13 views 1 comment 0 points Most recent by vpswede October 6Investing (Mac)
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  Fidelity Migration - Duplicating Investments and Placeholders Impacting Balances

  Closed Frank DeMello 81 views 6 comments 0 points Most recent by Quicken Kristina October 6Download, Add/Update Accounts (Mac)