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When manually creating Registered Investment Accounts in the current version of Quicken Canadian Home & Business (Windows), I can specify USD as the currency, but the actual account is created in CAD! We currently have half a dozen Registered Investment accounts in USD, and I have created/recreated one account but using a…
I need to edit the Recently Used Category list for a specific account. The only articles I can find relate to the main listing of categories and do not mention how to delete a category from one specific account. Thank you.
Why won't my Empower Retirement Accounts sync with Quicken? This is very annoying and it has been an issue for quite some time. I am beginning to search for another finance software as this is an important feature to me. Do you expect there to be a solution?
Yep, this problem still has not been fixed. The opening balance on one of my Citi credit cards was changed by Quicken. The opening transaction was dated 01/03/2013 but for some unknown reason, Quicken changed it from $223.80 to $204.72, a difference of $19.08. I don't know when this happened, but I had reconciled the…
I am getting a CC-502 error connecting to Navient Loans this morning. They recently changed the company servicing the student loan accounts to MOHELA (https://servicing.mohela.com/). Does Quicken plan on adding a MOHELA connection for these accounts? I tried contacting MOHELA and the representative was extremely rude and…
I've been using Quicken with all my capital one accounts syncing with no issue for several years, but all of a sudden around Nov 5th timeframe, my accounts stopped syncing. so I tried following advice from other posts - deactivating all accounts, removing the institution, and trying to add them back in. However, the…
I'm setting up a new Win 11 PC. I'm unable to configure Quicken Classic Deluxe (version R59.35) to automatically backup (when closing Quicken) one data file per day in a folder that I choose. I have the "Automatic local backups" box selected with "Backup after running Quicken" set to 1 time. I also have "Manual backup…
I have been having this weird issue with my Allocated Budgets numbers in the "Planning" module. For over a year, these numbers keep changing from time to time from the numbers I have set, and I have to re-edit these numbers often. The values change between $50-100. I've read all the discussions on this topic. I have never…
I am using Quicken Premier for Windows, R56.9 (the latest). I have recently discovered a bad bug in the Register. It is so bad that I really cannot use Quicken any more for editing transactions. Look at the first screenshot below. I am about to edit the third transaction for "Anita Tire Corp" as it is missing a category.…
I run an unusual configuration— Windows on ARM running under Parallels on a M3 MacBook Pro. I have started receiving a UAC pop-up for BindContent.Exe— when I say “Yes” Quicken terminates almost immediately, when I say “No” Quicken loads but asks me for my Quicken.Com username and password every time. I have been using this…
Kindly add the ability to enter TAGS and NOTES to Investment accounts, which is the case for Checking and Savings accounts. Thx!
I've no problem tracking actual purchases / sales of options but am having trouble adding possible candidates which I'd like to track, to the Watch List. Any help would be appreciated. Quicken Premier v R59.18 Build 27.1.59.18 Windows 10 Enterprise
Hi! Quicken Win R59.35 Build 27.1.59.35 -
Complete disaster this morning!!!!!!!!!!!!!!Installed the update and said successful. Then tried to open my data file and error message saying could not find data file. Tried several attempts to restore files from y external hard drive with same error messages. I un-installed the program, deleted all c program files,…
Add a "Form1040: Self Employed Health Insurance" Tax Line Item and use it to accumulate the base of the "Allowable S.E. Health Insurance Deduction" field in the Tax Planner Adjustments form.
I still cannot download data from my Nordstrom Card Account. Using Quicken Classic Premier Version 7.10.1 for macOS 15.1.1 Any suggestions?
Hi All! Despite being a long time Quicken user, I never looked at the Budgets tab until just now when I saw @Quicken Janean's solicitation for a survey (I was too late). Out of curiosity I only now took a look at it and am intrigued. Being retired, all of my income is from interest, dividends and capital gains. The latter…
I have a few scheduled reminders tied to interest and dividend payments from mutual funds and some individual stocks. They are never recognized after they are downloaded as a match to the pending reminder. I've had pretty good luck with reminders for spending accounts being matched and incremented automatically after the…
Our teams have discovered an issue with Associated Bank - Personal Banking, which is encountering missing transactions in Quicken Classic for Mac and Quicken Classic for Windows. 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…
Our teams have discovered an issue with Kohler Credit Union, which is encountering missing transactions in Quicken Classic for Mac and Quicken Classic for Windows. 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…
The latest Quicken for Windows release R59.6 is now being made available in staged release to a limited amount of users. Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file. What’s Included: Printing…
Our teams have discovered an issue with South Carolina's 529 College Sav downloading investment accounts with $0 balances. This mainly occurs on Quicken for MAC using Quicken Connect. This is happening because our OFX Screenscrape (a form of Express Web Connect/Quicken Connect) can successfully capture account details but…
The holiday season has arrived, and with it, we bring your November Icebreaker! We’d like to know— Who has the worst job: Those cooking the Thanksgiving meal or those cleaning up after it? Which would you prefer? Personally, I think the cleanup is worse than the cooking. Mostly because I enjoy cooking. Plus, the cleanup is…
We are aware of the issue with Vision 2020 Oneview downloading investment accounts with $0 balances. This is mainly occurring on Quicken Classic for MAC using Quicken Connect. This is happening because our OFX Screenscrape (a form of EWC/Quicken Connect) is able to successfully capture account details but unable to capture…
We are currently seeing an issue with Nordstrom Card Account returning a CC-511 in Quicken Classic for Windows & FDP-530 error in Quicken Classic for Mac. This is a known issue and has been escalated internally, however no ETA for a resolution is available at this time. To be notified of updates as they become available,…
We are getting reports of customers getting an FDP-530 error when connecting to Relay Financial for both Quicken Classic for Mac and Windows. 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 located in the…
We’re always looking for ways to make budgeting easier and more effective for you! We're conducting a quick survey to learn more about how our users approach budgeting and how you feel about using Quicken's budgeting features. Your insights will help us continue improving Quicken to better meet your needs. In addition to…
We have started to roll out Quicken for Mac (7.1)! 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 product. Charting Improved -…
RESOLVED! 10/2/24 Citicard - Downloading Incorrect Transactions/Errors when updating/ FDP-390/CC-902
Great job to our most active members for this month!