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Hi. I use the Quicken reports that show the value of each holding. Most of the holdings are mutual funds with reinvested dividends. I want to be sure the share balance shown in Quicken matches the investment company. The dollar amounts of all holdings fluctuate daily, but the share balance is stable except after dividends…
When a chart or graph is representing a very large number (i.e. a stock price in excess of $1,000 or a net worth in the millions) it would be helpful if the y-axis could be set to be the range of numbers in the graph (i.e. stock price from $1,000 to $1,500) rather than starting the Y-axis at zero. Quicken has this option…
I have hundreds of transactions where apple pay is used, and "aplpay" is added before the vendor name. I find this incredibly frustrating, and would like to clean it up. These are all different vendors. Is there a way to use regular expressions to accomplish this? I can use "find and replace" to find all transactions that…
There are the same continuing issues with problems in reconciling cash in Quicken vs Fidelity, and shares of Money Market In Quicken vs. Fidelity. When a stock divident is received in Fidelity, it is automatically added as the additional shares of the Money Market FDRXX. Fidelity does not have a "Cash" category. But in…
I am receding the following error message: Please try again later. Care Code: FDP-192 Details: UNSUPPORTED_MFA_PROTOCOL Unsupported multi-factor authentication protocol What has changed that have caused this error?
In an IRA Setting my FI sells a MMF and transfers the proceeds to my checking account. The Withholding taxes are taken from the amount by the FI. Transactions are entered by the FI and appear in the downloaded transactions as two negative transaction to Tax:State and Tax:Fed and a transfer of the balance of the sell to my…
I would like to create a report similar to Spending by Category but with high-level groupings. For example I have Categories for Mandatory - Recurring, Mandatory - Non-Recurring and Discretionary. I want one spending report that includes both Mandatory categories, but groups the report as follows: Mandatory Recurring…
I've been using Quicken's Classic Business & Personal version for several years. Over the last 10 years Quicken has been increasing the price they require paid. I've been OK with the price increase, until this year. It is now about $150, which for my family's budget, it has gotten to be more than I can justify. I work full…
catching the quicken mistakes is very time consuming. the below transaction came through as payments instead of dividends. the tax reports will not be correct with these transactions being categorized incorrectly.
I'm currently using Quicken Classic for Mac Version 8.3.3. I recently went on an extended trip and used the web app to keep my records updated. While this has limited use (unable to manually update investments or assets isn't available) it helped to keep my bank and credit card accounts updated. When I returned home and…
I have reviewed the multiple open product ideas and applied my votes, however, I didn't find one that fits what I, and many others,, would like to see. I first want to say thanks to Quicken development team for continuing to update the core product with new or improved features. However, I feel that very little focus has…
New setup. W10 & Subscription classic personal/business R65.29. I downloaded what the bank had and learned in all that. Mostly got where I wanted to be. I then did a CSV formatted import for a small credit card and that went acceptably. did a bigger one and it went OK, then I did one with 250 lines and it imported OK BUT…
I know this is minor, but this is the only place I could find to post this. This is what My Bookmarks page looks like. No discussions, but count is 2. How to fix this?
Add a user selectable category for the calculated "Net Pay" so that it will show up in various Reports.
I am also finding that for bills where I have set up "estimate the monthly amount", if I updated them with the updated value for that month ("Edit this instance") they do not remain updated. The values default back to the estimated amount. THIS IS SO FRUSTRATING as I live by cashflow projections. I have independently…
I just installed Quicken 2017 with a CD onto my new Surface Pro… copied all my data files over from the old PC.. They will not open but will rather flash on the screen for a second and disappear. Apparently there is an isuue I am not aware of that is keeping them from opening and staying open. Can someone assist me with…
What is the best way to set up reminders for monthly contributions from chequing so they are reflected in the chequing account's Projected Balances tab? I use wealthsimple for chequing and investments and have to manually input. If I set up as a recurring transfer, then the contibutions won't be reflected in the budget. If…
We have started rolling out Quicken Classic for Mac 8.4 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, January 1, 2026, in observance of New Year's Day. As a reminder, all banking institutions will be closed on New Year's Day 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…
We are aware of an issue with Grand Bank-Tulsa OK, not allowing customers to connect via Express Web Connect+ on Quicken Classic and Quicken Simplifi. Instead of being redirected to the financial institution's login page when customers click the ‘Sign In’ button in Quicken, they are taken to an error page that shows:…
We are seeing an increase in the number of users receiving FDP-6000 errors when attempting to update accounts with FIs Empower Retd. – 401K BID 66503, Empower Retirement BID 69265, and Empowerretirement BID 66890 on Quicken Classic for Mac and Quicken Classic for Windows. This has been escalated internally, though we do…
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…
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…
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 Duplicate Transactions (Windows) – Some…
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…
https://community.quicken.com/discussion/7847546/quicken-community-guidelines [Reposting due to the original post being lost]
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…
UPDATED 11/10/25 PNC Bank -Direct Connect and PNC - Web Connect
Great job to our most active members for this month!
