Quicken Mac

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

Answered ✓ Closed ChocolateLabMan 45 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 12 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)

Download Issues with Fidelity

Closed System 22 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 32 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 63 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 11 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 23 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 511 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 503 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 160 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 49 views 2 comments 0 points Most recent by DrWhy October 2025Paying Bills, eBills & Scheduled Transactions (Mac)

Can't Connect to Discover Card

Closed QMacNewb 41 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 43 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 147 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 3.8K 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 32 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)

Fidelity download failing

Answered Closed dave.1234 43 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 1.3K 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 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 15 views 0 comments 2 points Started by Oscelot October 2025 Manage Accounts and Transactions

Reports pop-up reverted to initial size [Edited]

Closed dhammabob 77 views 8 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Mac)

10/13/25 No Transactions for Fidelity HSA Accounts

Announcement Quicken Kristina 2.2K views 0 comments 3 points Started by Quicken Kristina October 2025 Announcements

TSP downloads don't show individual transactions [EDITED]

Closed Cgsarpilot 33 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 Started by india just October 2025 Product Enhancements

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