Discussion List

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  Has anyone moved from Quicken Classic to Simplifi?

  Answered drdively 17 views 3 comments 0 points Most recent by TheReal702 12:29AMGetting Started
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  Exporting A Single Account As a QXF

  Answered scopear 6 views 1 comment 0 points Most recent by Coach Jon August 5Troubleshooting
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  How to create/modify a security using CUSIPs?

  WannaTheater 9 views 1 comment 0 points Most recent by Coach Kristina August 2Feedback
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  Accounts with Fidelity showing incorrect balances and transactions after update

  jwfly35 35 views 2 comments 0 points Most recent by Coach Jon July 30Adding and Updating Accounts
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  Many of my Accounts are "failing" attempting to connect to the new method

  rburke789 18 views 1 comment 0 points Most recent by Coach Natalie July 30Bills and Income
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  trying to start my Quicken like I have done for years, and I received this below? What is Happening?

  Answered ✓ swissyankee 21 views 1 comment 0 points Most recent by SRC54 July 28Troubleshooting
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  Financial institution connection(s) need an update

  mk327 19 views 2 comments 0 points Most recent by mk327 July 22Adding and Updating Accounts
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  CC-506 Error - when attempting to download transactions from Schwab

  JeffConey 8 views 1 comment 0 points Most recent by Coach Jon July 16Adding and Updating Accounts
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  Time out password lock

  Bomara 9 views 1 comment 1 point Most recent by Coach Natalie July 16Feedback
• 
  Deactivating Accounts

  Dansclan28 18 views 1 comment 0 points Most recent by SRC54 July 16Troubleshooting
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  Memorized Transactions

  morens 28 views 4 comments 0 points Most recent by morens July 15Categories and Tags
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  Securities become hidden after one step update

  Slava 9 views 1 comment 0 points Most recent by Coach Natalie July 15Troubleshooting
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  OL-332 error with Edward Jones just started

  cwinkler 76 views 3 comments 0 points Most recent by Coach Jon July 14Adding and Updating Accounts
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  Return of capital from mutual fund

  DMac0724 11 views 1 comment 0 points Most recent by Coach Kristina July 13Investments
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  Updated transactions matching amount but payee information is different

  JGolan 1 view 1 comment 0 points Most recent by SRC54 July 13Managing Your Transactions
• 
  Robinhood transactions won't download

  Closed seanscarmack 9 views 1 comment 0 points Most recent by Coach Natalie July 9Adding and Updating Accounts
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  Nordstrom Credit card reverse balance

  Closed jonblauch 15 views 1 comment 0 points Most recent by Coach Natalie July 9Adding and Updating Accounts
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  Truist Online Bill Payment Not Enabled

  Closed sbatey4828 34 views 1 comment 0 points Most recent by Coach Natalie July 8Troubleshooting
• 
  Classic Starter Version and Savings Goals

  Closed KJKRUSE 12 views 1 comment 0 points Most recent by SRC54 July 5Troubleshooting
• 
  Upgrade Quicken plan

  Answered ✓ Closed beepiem 37 views 4 comments 0 points Most recent by SRC54 July 2Troubleshooting
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  Saving Reports with end date = Today

  Closed narystep 4 views 1 comment 1 point Most recent by SRC54 July 1Feedback
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  I am upset with the Quicken program, it has made me late on paying some bills because of a glitch

  Closed Ponyboy17 25 views 2 comments 0 points Most recent by SRC54 June 24Feedback
• 
  Custom colors

  Closed Cris C 4 views 1 comment 1 point Most recent by Coach Natalie June 24Feedback
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  Schwab "check numbers" not in the Quicken "check number" field

  Closed KrensSmith 13 views 3 comments 0 points Most recent by Coach Kristina June 21Adding and Updating Accounts
• 
  Help to choose the right program

  Closed oldpro 16 views 1 comment 0 points Most recent by Coach Kristina June 21Introduce yourself!
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  Portfolio / Update Just says "Connecting" and is stuck

  Closed CitrusGal 3 views 1 comment 0 points Most recent by Coach Natalie June 20Troubleshooting
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  Quicken says the email "Was sent Successfully" but the recipient never received their copy, why?

  Closed Katedurand 2 views 1 comment 0 points Most recent by Coach Natalie June 19Troubleshooting
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  One step update not working even though it says it updated

  Closed Edie 17 views 1 comment 0 points Most recent by Coach Natalie June 19Troubleshooting
• 
  EWC+...Failed again

  Closed denmarfl 2 views 1 comment 0 points Most recent by Coach Natalie June 18Adding and Updating Accounts
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  Mobile accounts causes app to freeze

  Closed RSR 13 views 1 comment 0 points Most recent by Coach Jon June 17Troubleshooting