Quicken Mac

Discussion List

• 
  the "performance" view does not include cash for determining "market value"

  Closed Brad L Vandermoon 81 views 10 comments 0 points Most recent by jacobs November 2025Errors and Troubleshooting (Mac)
• 
  Using separate data files on 2 separate Macs with one subscription

  Answered Closed sscaffe 33 views 2 comments 0 points Most recent by Jon November 2025New to Quicken/Getting Started (Mac)
• 
  Trouble Updating to 8.3.3

  Closed Sital 196 views 7 comments 0 points Most recent by jacobs November 2025Installing and Updating (Mac)
• 
  CalPERS for Retirement

  Closed Persephone 36 views 2 comments 0 points Most recent by volvogirl November 2025Budgeting and Planning Tools (Mac)
• 
  Can't download from my USAA Checking Account

  Answered Closed majorgear 118 views 5 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)
• 
  Morgan Stanley Download Quicken for Mac

  Answered Closed jjrichards 126 views 16 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)
• 
  1

  Up
  Window Size and Move

  Reviewed DoubleLin 3 views 0 comments 1 point Started by DoubleLin November 2025 Display/UI
• 
  Scanning directly into Quicken for Mac

  Closed jbmorris 24 views 1 comment 0 points Most recent by Jon November 2025Reports (Mac)
• 
  Invalid Transfer Fix

  Closed Baldlegal 69 views 1 comment 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Mac)
• 
  Cannot connect to Fidelity

  Closed DrGm28 478 views 30 comments 1 point Most recent by joecoolfiftyfive November 2025Download, Add/Update Accounts (Mac)
• 
  45

  Up
  Add Collapse All/Expand All categories in budgets, and save state of which categories are collapsed

  Under Consideration IAHawk 1.2K views 27 comments 45 points Most recent by PaulM58 November 2025Budget and Planning Tools
• 
  1

  Up
  Have QuickFill category rules use "Starts With" instead of just "Exact Match"

  Reviewed keenethery 36 views 2 comments 1 point Most recent by jacobs November 2025Manage Accounts and Transactions
• 
  Reconciling JP Morgan Investment Accounts

  Closed GaryD 13 views 2 comments 0 points Most recent by Chris_QPW November 2025Investing (Mac)
• 
  Placeholder transactions being added

  Closed Perry Smith 159 views 14 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)
• 
  2

  Up
  Creating estimates for Q Mac

  Reviewed gary salontai 14 views 1 comment 2 points Most recent by Quicken Alyssa November 2025Rental Properties and Business Tools
• 
  How is investment return calculated?

  Answered Closed sneff30 96 views 7 comments 0 points Most recent by Chris_QPW November 2025Investing (Mac)
• 
  FDP-109 PayPal

  Closed System 35 views 6 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Mac)
• 
  PayPal downloading double entries for credit card transactions

  Closed System 34 views 5 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)
• 
  Fidelity not updating

  Closed sycamore1234 161 views 10 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Mac)
• 
  1

  Up
  Ability to make a sticky note to quickly remind of important info [Edited] (Q Mac)

  pevans32780 34 views 1 comment 1 point Most recent by Quicken Alyssa November 2025Product Enhancements
• 
  How to move an account from one group to another? (Q Mac)

  Answered ✓ Closed Bill Halberstadt 60 views 5 comments 0 points Most recent by Chris_QPW November 2025Download, Add/Update Accounts (Mac)
• 
  1

  Up
  Scheduled transactions - ADD custom frequency (Q Mac)

  Reviewed meries1860 15 views 2 comments 1 point Most recent by jacobs November 2025Scheduled Transactions and Online Bills
• 
  Fidelity Investments

  Closed Sparky8652 32 views 3 comments 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Mac)
• 
  2

  Up
  Running Balance as Monthly Credit Card Scheduled Payment (Q Mac)

  Reviewed Chet-NYC62 25 views 0 comments 2 points Started by Chet-NYC62 November 2025 Scheduled Transactions and Online Bills
• 
  bill payment users download: unknown error with code+QCS-503 server unavailable

  Closed System 154 views 13 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)
• 
  ONGOING! 11/8/25 Charles Schwab Bank - Web Connect bid Discontinued

  Quicken Kristina 737 views 2 comments 1 point Most recent by Quicken Kristina November 2025Alerts, Online Banking & Known Product Issues
• 
  Fidelity Accounts have to reconnect with each new Quicken Mac session

  Closed 1954 11 views 1 comment 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)
• 
  Quicken mischaracterizing Fidelity NetBenefits 401(k) loan repayments

  Closed Jimal 12 views 1 comment 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)