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 | State Employees' Credit Union - NC - Quicken
I called Quicken support and after 2 1/2 hours on the phone we came to the conclusion that SECU has competing ways they want the downloads. Most of the accounts except the loan account need to be downloaded by WebExpress. But any loan account, mortgage HELOC etc needs to be direct connect to show properly in quicken. My end result was I stopped the HELOC downloading and will have to enter the ...
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 | Sudden inability to connect for NC SECU banking info - Quicken
I have now determined that, in addition to the update failure with NC SECU, there is a silent failure to update my Schwab account balances. Several transactions over the past several days have not been downloaded, but there is no indication of communication failure with Schwab. Prices for existing stocks and funds are being updated. I assume that price updates are independent of transactions ...
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 | Quicken downloading duplicate transactions - Quicken
I have a Citibank checking account and a line-of-credit attached to that account. Out of the blue, for the last month or two, transactions for my checking account are also downloaded (incorrectly) to the checking line of credit ("checking+", they call it). This worked correctly for years and nothing changed. But now, every…
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 | Unidentified Security problems - Quicken
For the past 4 weeks, many of my downloaded options trades trades from Schwab downloaded as "Unidentified security:" . Strangely the memo field always shows the correct security info. So for now I copy and paste the memo info into the security field. I trade many options in a week and about 90% show up like this. Was there…
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 | Group the equities in a portfolio manually - Quicken
I am using a MacBook Pro, M1, OS 26.4.1, QMac 8.5.2. I have an investment portfolio containing a number of equities. As far as I can tell the only way I can list these equities is either alphabetical order by equity name, by investment type, by class or by holding period. I would like to be able to group the equities…
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 | Quicken Incorrectly Adding Reconciled Amounts
Credit card account. The bank statement transactions match the quicken transactions. However Quicken does not add the reconciled amounts correctly, showing a discrepancy between statement and quicken. I've manually added the transactions in both quicken and the statement and the statement is correct. Quicken shows a…
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