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There are two big problems with having your credit cards set up like this. First is that credit history from all cards are associated only with the primary account holder. Second, and more serious, is that if the primary account holder dies, both their and the spouses credit cards get cancelled.
The transactions downloaded should match the "online balance' posted at the bottom of the Quicken register. Also, the 'hard post' transactions are listed with a date on the BOA online portal. The pending transactions state 'pending' on the website. just need a lot more detail - the 'whining' doesn't let the Community help.
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Cash App online banking - trouble setting up account. Cash App is listed as an institution that can be connected to Quicken. When trying to connect my Cash App account to Quicken, the software asks for Cash App User ID/username and password. When signing in to Cash App online, phone number and PIN are used. I tried this combination in Quicken ...
June 26 edited August 17. Starting 6/25/2024, the online balance now downloaded from Fidelity has a different sign than the balance maintained by Quicken. Quicken shows money owed as negative. Fidelity now shows it as positive. The account can no longer be reconciled, except to check that the Cleared Balance in Quicken is the same amount but ...
These actions can often resolve this issue when simply waiting for 10 min or so does not.: Close and reopen Quicken. Edit > Preferences > Quicken ID & Cloud Accounts > Sign in as a different user > Yes > when prompted, sign in again using your CURRENT Quicken login. Quicken Classic Premier (US) Subscription: R58.9 on Windows 11.
DC login information is saved only on your computer (unless you also use QMobile or QWeb). Generally, anytime you see a connection setup that has Web Connect in the name (such as TD Bank Web Connect ) it means that connection setup is intended to support only manual download files of transactions from the bank website followed by manual ...
Everbank - new website/connection. TCL Peter Rabbit Member . August 13. EverBank converted to a new website August 12th. Based on their instructions, I had disconnected Quicken from TIAA Bank this weekend. New connection to EverBank only permits manual download of transactions.
Bank of America Credit Card. Please hold the Option (Alt) key on your keyboard and press the Help button up in the menu bar. The help menu should pop up, but with an additional (usually hidden) option at the bottom labeled Troubleshooting. Hover over Troubleshooting and you will see three options. Please select the option that says Reset ...
Navigate to Chase's website, (www.chase.com), look for third party apps, and unlink Quicken. After the accounts are unlinked, return to Quicken, and attempt to Add the Chase accounts by using the "+" button. Using Quicken Premiere Version 58.9 Download transactions 2 days ago without issue.