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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…
Within the past week I noticed that the line beneath the Icons on my home screen goes black after I complete a One-Step-Update. Before One-Step-Update: After One-Step-Update: I updated Quicken to the latest version (Version R59.35, Build 27.1.59.35) yesterday and it didn't correct this problem. The only thing that will…
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…
When I run the "Current Budget" report, I am seeing zeros or incorrect amounts for one of my categories. For example, I record my interest expense in a subcategory of Housing in the format "Housing:Interest Expense", but the report shows "0.00" for every month. When I click on the "0.00" however, it opens a new window with…
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…
When creating a new account in Quicken classic it asks for the institution however NJBEST 529 is not an option. At the NJBEST login site I do see that they can provide an aggregator URL, username, and password. How then can I create an investment account in quicken that references these credentials and downloads the…
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,…
I noticed when I restored from a backup in Quicken that any online bill pay activity had to be reauthorized with mini deposits and verification. Is this the case with the online backup version? Note that if you just save a copy every other day of the .QDF file and load it (versus performing a restore) this does not happen.…
I know there have been other posts similar to this one. But for months now, Quicken does not pull accurate data from my TD checking. Specifically, it does not pull scheduled payments I have set up on TD Bill pay. What is most frustrating are the number of different responses I have gotten from support. One being, and from…
Mohela is still not working. A thread notes a solution has been identified and will be released in the future…'24, '25, '26?. Unfortunately, the thread tracking this fix was closed in Jyly '24, so we no longer have a way to understand the status of the fix. Therefore, please keep this thread open to continue communicating…
Hi! Quicken Win R59.35 Build 27.1.59.35 -
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 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…
In many cases it is not appropriate to include a balance due on on invoice or due to timing of invoices and payments it is incorrect for the situation. It does not appear in form designer. It would best if it were configurable like other elements of the invoice.
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.
I had a glitch in my Quicken Classic R59.35. I made a "copy" and ran a validation on the copy. Everything came up just fine, but all of my passwords were lost. I had no problem resetting all of my accounts, except for Fidelity Investments. When I try to set up the online account, I get an error that says Quicken can't…
This discussion has been merged.
I received an email offer to begin the online backup subscription. The offer says it's $7.99 and that at the end of the subscription the price will be the then ongoing price. However, when clicking the link to get started the resulting page only shows a 1.99/month (billed annually) offer. Has anyone else experienced this?…
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!