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Hi - I just updated Quicken Mac to the latest version, and Business, Billable, Client has re-appeared in every single account view I have after I had previously removed them from every single account I have after your last update. Is there any chance that in the next update you don't make me do this again? I don't have or…
Quicken Classic for Windows here. I've been getting an OL-304-B error on my Vanguard accounts for the last three days. I have not closed any accounts. It previously worked fine. The error message tells me to contact technical support. Whose support do I contact? What do I do to resolve this?
Please add Canadian features to Mac version as well. Ability to change the quarterly tax payment dates Business mileage tracking to CDN $ Invoicing in CDN $ Ability to add bills to track tax for ITC.
Since CCCU changed their website URL to https://digital.calcoastcu.org, One-Step Update hasn't worked. Today it STILL doesn't work. I have to download a QFX file from CCCU and import it into Quicken Classic. This is too much work. I've attached images of two errors I get when using One-Step Update. When I first click the…
Hi - I'm trying to migrate from QWin to QMac. I've sucessfully migrated one file but so far failing to migrate the 2nd one. In QMac I do File → New and am eventually prompted to use Cloud Converter, which I agree to. The response I get is the first image below. I don't know how to interpret that message - I didn't pick…
This issue is not resolved. I tried contacting support yesterday at Quicken because the Chase checking balance included the pending transactions and then it included them again, so I was off double, but they transactions were not included in the register. I was told to restore to a prior version of my files. So I did and…
Following the recent issues with authorizing Citibank credit card accounts, I did as one post advised and disabled all online services for all Citi credit cards, and re-enabled. Finally all transactions are being downloaded into the correct accounts, no more missing transactions (at least so far). But there's still a…
I have two separate logins for our Wealthscape accounts, one for my me and one for my wife. I don't have any problems updating my wife's account. My account, however, requires me to reconnect every time I want to download transactions. When I reconnect my account the account updates but I receive the error message "An…
i receive imputed earnings on my paycheck that are taxable and i want it to show in my tax planner, how would i set that up?
For almost a year now, Intuit has known about the failure of Quicken for Mac to update Thrift Savings Plan (TSP) accounts (it appears to complete successfully, but still downloads a $0 balance and no transactions). Discussion thread after discussion thread has been marked "CLOSED" by Intuit, despite no resolution and no…
How do I avoid the constant balance adjustments that show up? It is skewing my income numbers, I know I'm doing something wrong, I just don't know what. Thank you
Hi! I cannot access my Quicken account even though I am entering my password correctly. After resetting my password, the system still does not allow me to log in. I changed my Quicken ID and created a new user account with a new password. Somehow, my new account is using the old data, and I don’t understand how this…
This discussion was created from comments split from: Pentagon Federal Credit Union LogIn Fail .
Many brokerages offer 'Theme' investing opportunities currently. The theme typically is focused on a business opportunity area such as ' AI ' or ' Healthy Living ' or ' Medical Technology ', etc. Groups of stocks of companies that operate in these areas can be purchased simply by selecting the theme and choosing an amount…
Using Quicken R60.20 Build 27.1.60.20 on a PC running Windows 10 Pro V22H2 Build 19045.5371. I created a new reports folder named 2025. I opened a 2024 report showing transactions by category. I changed the report dates from 2024 to 2025 and changed the title to a 2025 name. I clicked "save report", changed the report…
The updates were working well for my accounts at 'Pentagon FCU" for a while but I've been getting the CC-502 for a month. A week ago, I discussed with Quicken Support and did a problem report but still get the error today. I deactivated online services for all open PenFed accounts. Afterwards I saw that my PenFed BillPay…
For TIAA's Stable Value (a money fund), TIAA is downloading an "Add Shares" transaction for 0 shares and $.00 each day. Other activity (like buy and sell) appear to be correctly recorded. Since this a lack of activity on a given day, I can just delete the extra transaction, but it really shouldn't be there in the first…
After one of the last updates, the individual account check boxes are cleared after each download despite using the "Apply" button. I recall that previously checked selections used to be retained from session to session. Anyone else having similar issue?
We are seeing an issue with Mission Federal Credit Union returning an FDP-102 in 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 upper right. If you do not…
We are seeing an issue with SoFI returning an FDP-106 in Quicken Classic for Windows and Mac. This is a known issue that has been escalated internally, however, no ETA is available at this time. This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as they become…
We are seeing an issue with Bank of America - Health Savings Accounts returning an FDP-106 in Quicken Classic Windows and Mac. 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 upper right. If…
Wealthscape Investor users attempting to connect to Wealthscape Investor with a Quicken Connect connection in Quicken Classic for Mac may encounter problems. This connection option should not be used and is slated to be removed from the product. This has been escalated internally, though we do not have an ETA at this time.…
We have confirmed an issue with users trying to connect with various Citi Card FI's (Best Buy, Home Depot, Macy's, Sears) receiving FDP-102 in Quicken Classic for Mac, and CC-502 in 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…
We are getting reports that customers trying to sync to mobile and web are getting an HTTP-503 error message. The message advises the customer to try again later, but customers see the same error after waiting 24 hours. If you are experiencing this error, please try the following steps: Uncheck the accounts being synced to…
Our teams have discovered an issue with Edvest College Saving Plan 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 cannot…
PNC is providing incorrect "Today's Balance" values for HELOC accounts in Quicken Classic Windows and Mac. This issue affects Quicken Classic users attempting to view accurate HELOC(Home line of credit) balances via PNC. This has been escalated internally, though we do not have an ETA at this time. To be notified of…
We are aware of an issue where Quicken for Windows Canada users cannot use the in-product help options. When they try to, they are seeing a window that says "404 - Page not found." 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…
How to See Your Finances Clearly By Janean Comfort A Personal Financial Health Dashboard is a powerful tool for gaining a clear, real-time snapshot of your financial well-being. By consolidating all your accounts, budgets, spending, and goals in one place, it provides actionable insights that help you make smarter…
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!