Windows

Discussion List

• 
  Why is my Quicken Classic Premier hanging up during One Step Update? [Edited]

  Answered Closed mnkoster 148 views 9 comments 0 points Most recent by Quicken Anja July 2025Download, Add/Update Accounts (Windows)
• 
  How to record a Roth IRA rollover to another Roth IRA

  Answered ✓ Closed dennis.f.warren 274 views 11 comments 0 points Most recent by Boatnmaniac July 2025Investing (Windows)
• 
  "Lock this report" does not work

  Closed Jeffrey Jones 129 views 8 comments 0 points Most recent by Jeffrey Jones July 2025Reports (Windows)
• 
  How do you set up a cash value for an insurance policy (whole life or LTC) in Quicken?

  Answered ✓ Closed ralphrunge 369 views 2 comments 0 points Most recent by NotACPA July 2025Budgeting and Planning Tools (Windows)
• 
  How can I fix a connection problem with the SoFi website?

  Answered Closed tjbuki 83 views 6 comments 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Windows)
• 
  Tax Planner doesn't show Quicken YTD Transactions even though it shows Quicken Data

  Answered Closed user999 34 views 1 comment 0 points Most recent by Jim_Harman July 2025Errors and Troubleshooting (Windows)
• 
  False New Security & Matching Security Pop Up

  Closed Ray 94 views 6 comments 0 points Most recent by Ray July 2025Download, Add/Update Accounts (Windows)
• 
  Quicken Personal and Business connecting to Stripe

  Closed EMoyer 164 views 2 comments 0 points Most recent by Boatnmaniac July 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity mutual fund merger has me confused how to enter into QWin

  Answered Closed Rocket J Squirrel 1.2K views 10 comments 0 points Most recent by Chris_QPW July 2025Investing (Windows)
• 
  Vanguard Issues QQQ & MSFT Prices Won’t Update

  Answered ✓ Closed egldvrbags 461 views 24 comments 0 points Most recent by egldvrbags July 2025Download, Add/Update Accounts (Windows)
• 
  Golden1 stopped syncing now cant relink account

  Closed z3razerviper 29 views 3 comments 0 points Most recent by Quicken Kristina July 2025Errors and Troubleshooting (Windows)
• 
  Damaged data block

  Answered Closed Susan62 162 views 5 comments 0 points Most recent by Boatnmaniac July 2025Errors and Troubleshooting (Windows)
• 
  When will you fix the download for Target National Bank?

  Answered Closed emily 112 views 4 comments 0 points Most recent by Chris_QPW July 2025Errors and Troubleshooting (Windows)
• 
  How do I enter employer 401k match

  Closed vgburke85 143 views 5 comments 0 points Most recent by Chris_QPW July 2025Registers & Transactions (Windows)
• 
  one step update stopped working July 2025

  Closed D Baxter 125 views 5 comments -1 point Most recent by NotACPA July 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity account issues: balance variance and unaccepted transactions

  Answered Closed annetteward5 95 views 4 comments 0 points Most recent by Quicken Anja July 2025Errors and Troubleshooting (Windows)
• 
  How to create a account balances report for both tax and tax deferred investments.

  Answered Closed Jonathan 99 views 8 comments 0 points Most recent by [Deleted User] July 2025Reports (Windows)
• 
  One-Step Update problems with VISA Mercury Card

  Closed ProfessorJohn 64 views 1 comment 0 points Most recent by Quicken Anja July 2025Errors and Troubleshooting (Windows)
• 
  Archive Multiple Years, Keep Multiple Years

  Answered Closed jsltwin 84 views 3 comments 0 points Most recent by Quicken Anja July 2025File Conversion and Backup (Windows)
• 
  Why won't a newly added bank account update?

  Answered Closed Gary LeMann 48 views 3 comments 0 points Most recent by Quicken Anja July 2025Download, Add/Update Accounts (Windows)
• 
  Investment Performance Report

  Closed jaxgab 55 views 3 comments 1 point Most recent by Jim_Harman July 2025Reports (Windows)
• 
  Error 501 - Bank-Fund Staff Federal CU WC

  Closed will66pu 28 views 4 comments 0 points Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Windows)
• 
  Truist - persistent reconciling differences following outage earlier in the month

  Closed dmiller385 13 views 2 comments 0 points Most recent by [Deleted User] July 2025Errors and Troubleshooting (Windows)
• 
  How to add Cash from Safe?

  Answered Closed connums 56 views 3 comments 0 points Most recent by nmestanas July 2025Download, Add/Update Accounts (Windows)
• 
  cannot LOGIN to Quicken.com

  Closed James Koski 106 views 5 comments 0 points Most recent by Boatnmaniac July 2025Signing in, Passwords, and Activation (Windows)
• 
  Projected Balances chart does NOT reflect mortgage payments!

  Closed dlipetz 27 views 1 comment 0 points Most recent by dlipetz July 2025Budgeting and Planning Tools (Windows)
• 
  1

  Up
  Cash Flow Report

  David Green 34 views 0 comments 1 point Most recent by David Green July 2025Reports
• 
  Reports-Spending by Category Incorrect

  Closed Tom G 193 views 14 comments 0 points Most recent by Jim_Harman July 2025Reports (Windows)
• 
  Franklin Templeton connection failures

  Answered Closed NebularNovice 291 views 11 comments 0 points Most recent by Quicken Anja July 2025Errors and Troubleshooting (Windows)
• 
  ACH transaction won't download every month

  Answered Closed G Read 31 views 1 comment 0 points Most recent by Quicken Anja July 2025Registers & Transactions (Windows)