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I can log into my OnePay accounts from this link: https://web.onepay.comhttps://web.onepay.com/ There is no option to download transactions, this is a OnePay problem. However, the Quicken problem is you can't add the accounts into Quicken to download transactions automatically. When will a fix happen so that I can use…
When I run a Tax Schedule report, transactions (which are not split) that are reported as taxable IRA distributions appear with "—Split—" in both the category and tag columns. This is true whether distributions out of the IRAs are assigned a tax line category of "gross distribuitons" or "taxable distributions", and whether…
For Schwab Charitable accounts, Quicken does enable tracking of buying and selling of investment products, and withdrawal (grant) events, current balances. However, there is no easy way to account for appreciate stock transfers into the account and count that transfer as a charitable donation of the correct value. Users…
This discussion was created from comments split from: Everbank connection issues again.
I've had several accounts with Fidelity for years, however I didn't want one of them to download transactions and I manually reconcile it monthly. I'd like to start downloading transactions and did try. However I didn't see an option to only download new/future transactions. It downloaded everything and I had to restore my…
Hello - I started seeing these yesterday with One Step Update. I tried to reset my checking account and it just spins for a while and eventually gives me another CC-501 error ("Oops. We're having a problem"). Is this a known issue?
Quicken is currently updating transactions in my current accounts (except citizens), but when I try to add a new credit card account (or bank account) i get a message that quicken can't connect and the account must be set up as manual. I certainly don't want manual updates. Any idea what's happening? Its not just a…
When recently updating my Web Connect method to Express Web Connect+, I noticed that Quicken arbitrarily inserted a "Beginning Balance" as the first entry in my register - dated 10 years ago! This overstated my Ending Balance which, of course, did not reconcile to my Online Balance. After a few hours of auditing my…
Hello, I'm new and using Classic Business and Personal (Windows) I had previously made a few payments to a contractor for repair work at my rental property. I used Zelle, and the payments are present in the bank account linked in Quicken. The rental property has also been added to Quicken. My question: How do I link the…
Using Quicken Premier R65.17. Quicken Windows is our system. We do a high volume of trades daily (+100) When I download next day updates the Short Sales and Covered Buys do not process correctly, the result is erroneous Capital Gains data. Merrill Edge does process the data correctly for monthly and end of year reports. I…
I have over the past several months have seen my scheduled income transactions being modified on daily updates. I have them with split categories, ie income, fed tax, state tax, etc., in this same order. However, the next day, they will appear in a different order. In one case it's even worse because what should be listed…
When trying to determine total depostis made for a cusotom time period (or last 30 days etc.) the number shown for total deposits on the bottom left of the page shows different numbers when changing from ascending dates to descending dates. This hapopens on all accounts and the same thing happens when trying to see total…
Has anyone else had this problem? And is there a fix? It's happened in multiple accounts. One day it's ok, the next it's off thousands of $$$. [Edited-Screenshot]
An account (Multiple funds) doesn't balance and i've done the following: Reconciled - Said they equal (Shares/price). Previously went through reset and then deleted and setup new. Just with T.Rowe (Funds, not brokerage) as my other accounts (funds, cash, etc) balance.
I want to set up a reminder in scheduled transactions that will transfer $ from my IRA to my checking that splits the money into three categories or three different accounts. Household checking, Federal W/H, and State W/H
So first off, I only reconcile once every few months (but my bank auto pays the balance each month, and I watch transactions in real time, so I know what comes and goes daily) Today I tried to catch up with my AmEx savings, and while the credit card transactions worked just fine, I noticed that the AmEx Savings won't…
On an account from Fidelity that was having interest credited to the account each time Quicken was asking me to confirm the amount of the account during confirmation of a new transaction from the One Step Update. It would do this without clearly indicating whether the amount was inclusive or exclusive of the interest…
We have identified that users with Synchrony Bank Credit Cards and Care Credit receive a CC-503 / 103 error in Quicken Classic for Windows and in Quicken Classic for Mac. This is a known issue and has been escalated to our teams for investigation. At this time, we don’t have an estimated resolution, but we’re actively…
We are getting reports of Wells Fargo - OL-301-A. This seems to be affecting both Quicken Classic for Windows and Quicken Classic for Mac. This is a known issue and has been escalated to our teams for investigation. At this time, we don’t have an estimated resolution, but we’re actively working on it. Thank you for your…
Happy December, and with it we bring you some—✨ Holiday Nostalgia Icebreaker ✨ Every year, the holidays bring out memories I didn’t even realize were still tucked away in my brain. Especially when it comes to decorations. Growing up, our Christmas tree always had tinsel—not the classy, evenly placed kind, but the “grab a…
We’re currently aware of an issue where some customers may receive FDP-102 or CC-502 errors when connecting to Nationwide Retirement Solutions in Quicken Classic and Simplifi. This is a known issue and has been escalated to our teams for investigation. At this time, we don’t have an estimated resolution, but we’re actively…
We are aware of an issue with Ent Credit Union returning a CC-503/FDP-103 error in Quicken Classic for Windows and Mac when using legitimate credentials. This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as they become available, please click the bookmark ribbon…
Empower will begin its migration to a new API platform starting on 12/9/25. This will affect users in waves, meaning not all users of Empower-affiliated Financial Institutions (FIs) will be affected at once. The list of affected FIs are: 66503 - Empower Retd. - 401K 66705 - American Funds Retirement Planning Center 66670 -…
We have started rolling out Quicken Classic for Mac 8.3 into a stage release. You can get the latest Quicken build by clicking "Check for Updates" under the Quicken menu. Thank you for your help and support. Best Regards, The Quicken for Mac Team Please take a moment to review the summary and try the new features in the…
Hello Everyone, Quicken Support will be closed on Thursday, November 27, 2025, in observance of Thanksgiving. As a reminder, all banking institutions will be closed on Thanksgiving which will cause transactions and stock quote updates to be delayed by 24 - 48 hrs. We appreciate your patience and wish you all a safe and…
https://community.quicken.com/discussion/7847546/quicken-community-guidelines [Reposting due to the original post being lost]
The latest Quicken for Windows release R65.15 is now being made available in staged release format to a limited number of users. Before you install this update, we recommend performing a One Step Update to ensure your data is up to date. If you use Quicken Mobile or Quicken on the Web, this will also sync your data to the…
UPDATED 11/10/25 PNC Bank -Direct Connect and PNC - Web Connect
Great job to our most active members for this month!
