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If you download prices after the market close you get after hours trading prices. Is there a way to get closing proces? helixal
Hello, As many of you are probably aware, on 10/10 SCHD did a 3 for 1 split and I have a confusing transaction to accept from eTrade. I use Classic Deluxe. I have the StkSplit transaction showing up for 10/11 and it shows the right share balance as a result of it (in the Share Bal column). But then on 10/15 I get this…
When doing a One-Step Update, it used to only required hitting the Enter key, and the process would start. Since v58, hitting Enter brings up another window, which requires you to hit the Enter key AGAIN to start the One-Step update. This has happened in the past. Please fix…again. Thank you.
I have both a savings and a checking account with American Express Banking. The checking account is new. Now Quicken can't "find" my savings account and instructs me to deactivate update. I tried re-adding. It only sees the checking. Also, if I try to import the downloaded file of transactions, I get the message that…
Until today when I hovered over the last year of my planI could see how much, if anything, would be left at the end of our plan. Now that value is not displayed and I have to click on the bar to display the Plan Summary for that year and then scroll to the end to view the Total Portfolio Value. It's not a huge…
On 10/11, Schwab split ETF shares for several funds, including SCHA, SCHD, SCHF, SCHV, SCHX, and SCHZ, just to name a few. If you owned fractional shares of any of the split ETFs, your Quicken Portfolio will likely show discrepancies in the share balance. Quicken assumes that the fractional shares split but when Schwab…
I'm trying to compare a financial institution's transactions with an account in Quicken. To compare, I'd like to sort both the financial institutions transactions and the Quicken account's transactions on the amount field. Once sorted I can easily put the Financial institutions columns next to Quicken's to see where there…
Is there a way to automatically calculate dividends? I have a number of investments that pay per share dividends at various frequencies such as monthly, quarterly or annually. I spend a significant amount of time manually inputting dividends.
I was a religious user of the Lifetime Planner on Quicken Windows. I like the fact that the Mac version is catching up, but this planning tool is a critical component to me and extremely useful as I think about what I need to do to save for retirement. Please port this functionality over from the Windows side. (Please…
Did Chevron (synchrony) credit card download issue (cc-503 error) get resolved?
I have Windows, I'm getting the error message OL-301-A when trying to update Fidelity Net Benefits. Additional note, while the message says my financial institution has rejected my request, it does seem that today's closing prices did update. So, I'm not sure why I'm getting the error message.
I want to generate a report of all transfers from a company in a fiscal year. This should include all transfers to and from Investment Accounts and transfers to personal accounts. My accountant wants this to reconcile the books at year end. What is the expected way to generate this report? Currently, I create a…
I've been using Quicken for many years and I've had a Citibank Checking account and Checking Plus account for many years. Downloads of transactions have always worked fine - until this past week. Now some of the Checking transactions are duplicated and downloaded to the Checking Plus register. I haven't changed anything.…
Does anyone know of a "response" to this. I really don't want to have to move my accounts to another bank. According to Scotia this is because of their "2 step" verification (which I have opted out of). thanks
One Step Update downloads interest as Income with a corresponding entry for Misc. Expense. This results in the balance in my settlement fund being understated. It should download in one entry as Reinvest Interest, which would then show the correct balance. Does anyone have a fix for this? I can fix it manually by deleting…
The online connection for Barclays US is no longer working. I went to the site manually and they have a completely new website and login URL. They also have changed the password rules to include a special character. I tried resetting my Quicken Barclays account and it refuses to connect to Barclays anymore. Looks like…
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’re looking for about 10 Quicken Mac users to help us test and provide feedback on some upcoming improvements. If you meet the following criteria, we’d love to hear from you: Not currently a beta tester (basic users only) A mix of newer and long-term Quicken users, so let us know how long you have been using Quicken in…
We have become aware of users getting a FDP-102 & CC-501 error when connecting with ESSA Bank & Trust in Quicken Classic For Windows & 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…
Our teams have discovered an issue with users trying to connect with The Savings Bank receiving a CC-502 in Windows and an FDP-102 in 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…
Our teams have discovered an issue with users trying to connect with Washington Savings Bank receiving an FDP-102 in Mac and a CC-502 in 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…
Our teams have discovered an issue with users trying to connect with Bremer receiving a CC-502 in Quicken for Windows and an FDP-102 in Quicken for 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…
We have identified that users with LPL Financial are receiving a CC-503 in Quicken for Windows & FDP-103 error in Quicken for 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.…
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…
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…
When I was a kid, the worst things I'd receive were home-made treats. They weren't the worst because they were bad, but because, unless they came from the neighbors that my parents knew and trusted, they'd be discarded as potentially dangerous. What was the worst thing you've received when trick-or-treating? I hope…
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!