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Please add a Merge Option for Identical Listings for Same Security. Quicken for Mac has this, why not all versions? I have a recollection that the Windows version used to have it. This should't be terribly difficult, especially since the code already exists for one version.
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…
Has anyone determined how to enter the recently completed merger between Boeing and Sprit AeroSystems Holdings? Quicken downloaded the information from Schwab and my number of shares shot up way more than what I should have received. Also, the payout for fractional shares is out of line as well. I used Corporate Action…
Recently I migrated from MS Money to Quicken Deluxe (Mac). I imported my .MNY file including a lot of accounts with different currencies f to Quicken but unfortunately I encounter with the issue that Quicken currently doesn't support this kind of transaction as interconnected transfers. I got this annoying message "…
Recently I have been merging Memorized payees and the results have changed in recent days. Here is a view Pre merge The first observation is that in my experience when the Payee names are the same the second, third etc. names are left blank and only the subsequent categories were listed. Thus the second United airlines…
Recently, I've been seeing odd listings in my memorized payee list such as I never entered a transaction for Alta Strada with the category of Pets. I confirmed there is no such posting by doing a Find. There is a 36.28 transaction for Pets but the Payee is Amazon.
I have been waiting YEARS for this! So many hours wasted transforming data then converting using ImportQIF and crossing fingers. Please don't disappoint me and tell me it doesn't work.
I’m seeing an issue where the financial institution, account number, and other details are missing from the Account Details screen for offline assets I track. These fields were previously populated, and I now need to update them. The information still appears to be retained by Quicken: the financial institution shows on…
Since later part of November until now, I have not been able to download Bank of Travelers Rest, Citi card, Chase credit card, etc to Quicken Classic. Can someone help me. Thanks!! Janice
Quicken Classic Business & Personal Version 8.3.3 | MacOS 15.6.1 Schwab HSA account on Quicken is only displaying the Cash balance and not the cash + market value. Prior to the update, Quicken was displaying both totals. For example, $5,000 is in the market and $100 is in cash. Prior to the update, Quicken would reflect…
I have invested in GNMA bonds since 2010. Up through June 2022, quicken would correctly record a ROC, reduce the cost basis, and update the price (current price times ROC factor) thereby accurately reflecting the market value of my portfolio. Since that time, quicken fails to reduce the basis by the ROC, and has been…
For some time now, whenever I add infoto my transactions on my credit card account (after they have been cleared) it adds the new info but duplicates said transaction and blots out the transaction below it (if there is one). This will not go away or correct until I let the account sit for a day or so. Sometimes I lose a…
Can't find anything on this issue that just started last week. When I attempt to reauthorize my US Bank accounts, it goes to the US Bank website, I can login but then the next screen is blank and it never displays my accounts to chose from and Quicken never times out. What gives? Now I can't download any of my transactions…
Are there any updates for this problem (going on over two months)?
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…
Mastering Tagging in Quicken (Mac & Windows) by: Janean Comfort Hello Quicken Community! It’s been a little while! But we are back and this month, we’ll dive into tagging strategies that work for both Quicken Classic for Windows and Quicken Classic for Mac users. We’ll also walk you through the steps of how to apply tags…
Hi everyone, We know some of you have been running into issues with your Fidelity accounts in Quicken. Thanks for your patience while we work through these. Below is the latest update on what’s happening, what’s fixed, and what you can do in the meantime. Fixed or Being Released Good news! Several issues are already fixed…
UPDATED 11/10/25 PNC Bank -Direct Connect and PNC - Web Connect
Great job to our most active members for this month!
