Windows

Discussion List

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  Update with new credit card number wiped out all 2025 transactions

  Closed MikeD1 154 views 4 comments 0 points Most recent by MikeD1 October 2025Download, Add/Update Accounts (Windows)
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  Switching from Online reconciling back to Paper reconciling

  Closed SwampGuy 47 views 2 comments 0 points Most recent by q_lurker October 2025Registers & Transactions (Windows)
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  More Merrill Edge problems since the change to EWC+

  Closed gulf83 68 views 3 comments 0 points Most recent by rakeshg October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Investment Account cash/money market

  Closed proflaw 184 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Money Market Mutual Fund not showing in Cash account linked to Merrill Lynch Investment Account

  Answered Closed sjmsing 107 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Registers & Transactions (Windows)
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  Cannot add Wells Fargo Accounts

  Closed JoeLam 160 views 1 comment 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  Portfolio view Return (%) YTD

  Answered ✓ Closed agent511 38 views 3 comments 0 points Most recent by agent511 October 2025Errors and Troubleshooting (Windows)
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  Problem with generating reports

  Answered Closed Dr. Pinnell 12 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Reports (Windows)
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  AAA Credit Card

  Closed Tman 54 views 6 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Bond Prices

  Closed Snakebit12 59 views 4 comments 0 points Most recent by Lou Meyer October 2025Errors and Troubleshooting (Windows)
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  Latest update (R64.30) breaks Fidelity CD download

  Closed Chuck77 166 views 6 comments 0 points Most recent by Lou Meyer October 2025Investing (Windows)
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  quicken not updating any investment prices at all

  Closed ghstudio 67 views 2 comments 0 points Most recent by Quicken Anja October 2025Errors and Troubleshooting (Windows)
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  Bank of America/Merrill Lynch Issues

  Closed cjim 85 views 1 comment 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  Adding new Fidelity Accounts

  Answered Closed St. Anthony 189 views 7 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Update: Fidelity Transactions not Downloading

  Closed rbridges01 52 views 3 comments 0 points Most recent by proflaw October 2025Download, Add/Update Accounts (Windows)
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  New Merrill Connection - Matching Security Query and Repeat Downloads

  Closed MangoMan 578 views 40 comments 0 points Most recent by MangoMan October 2025Download, Add/Update Accounts (Windows)
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  Web Connect from AMEX Delta to Quicken MISSING TXs

  Closed camcleo 4 views 1 comment 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  Fidelity CC-901/Reauthorization Loop

  Closed System 444 views 21 comments 0 points Most recent by Movie Nut September 2025Download, Add/Update Accounts (Windows)
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  CTP-13955 Fidelity Conversion to EWC+ has caused numerous problems. When are fixes expected?

  Closed rspincus 316 views 8 comments 1 point Most recent by Quicken Kristina September 2025Errors and Troubleshooting (Windows)
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  Converting to Quicken for Mac

  Closed jjrichards 133 views 3 comments 0 points Most recent by jjrichards September 2025File Conversion and Backup (Mac)
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  Fidelity Transactions have not been downloading since July 28, 2025

  Answered Closed GaryRPDX 83 views 4 comments 0 points Most recent by Quicken Anja September 2025Errors and Troubleshooting (Windows)
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  9/30/25 Bank of America - OFX Discontinued

  Announcement Quicken Alyssa 6.2K views 0 comments -3 points Most recent by Quicken Alyssa September 2025Announcements
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  Suncoast CU

  Closed sepright 186 views 12 comments 1 point Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  Hidden downloaded transactions?

  Answered ✓ Closed yuriw 136 views 11 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  Placeholder

  Answered Closed aLfGordon 61 views 3 comments 0 points Most recent by Quicken Kristina September 2025Investing (Windows)
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  Quick Pay Not Working

  Closed pgdco 109 views 8 comments 0 points Most recent by UKR September 2025Paying Bills, Online Billers & Reminders (Windows)
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  Non existent tax rate in Tax Planner

  Closed jlukes 62 views 4 comments 0 points Most recent by Quicken Anja September 2025Budgeting and Planning Tools (Windows)
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  Up
  Add value to graphing on loan accounts

  Reviewed tmkal 3 views 0 comments 2 points Most recent by tmkal September 2025Product Enhancements
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  Adding brokerage account messes up Net Worth reporting for OTHER accounts

  Closed aaciii 27 views 2 comments 0 points Most recent by Quicken Kristina September 2025Reports (Windows)