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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…
I cannot download transactions from Bank of America anymore without editing the account and doing the reset option. And then once I get some downloaded transactions, the data is wrong. The online balance is wrong so I cannot reconcile my account. Bank of America no longer allows downloading of transaction as quicken files…
Hi there, Ever since I updated the latest version of Quicken (R64.35) One Step Updating has failed to work. I've tried this on different financial accounts and two different computers with the same result: the update freezes almost immediately, and each time I must press alt-control-delete to end the task. I've been a…
Within the past week or two (December 2025), downloaded transactions for a checking account (Dearborn Federal Credit Union) using Direct Connect has no downloaded payee for me. I've tried refreshing sign-in, resetting the account in online services. I noticed this with One Step Update, and it continues to be a problem with…
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 "…
Since the EWC+ went into effect none of seven funds in each of our 4 accounts we have is matching from Fidelity Investments IRA and Roth accounts on both of mine and also my wife's Accounts. The totals for each fund in each account and also the shares in each of the 7 funds in each IRA & Roth accounts we have have not…
Are there any updates for this problem (going on over two months)?
Any idea when the new Walmart credit card issue by Synchrony Bank and managed by OnePay will be added to Quicken?
Here we go again! Will not download my accounts!! Funny I just paid to renew my subscription. All my other accounts work great but SCCU always some kind of an issue. I'm using Windows to run my Quicken. Anyone else having an issue, this is getting old.
Quicken’s current performance metrics (ROI, Return %, IRR) treat reinvested dividends and capital gains as added cost basis, which is correct for tax reporting but misleading when evaluating portfolio growth. This approach understates performance and makes it nearly impossible to benchmark against indexes like the S&P 500,…
This discussion was created from comments split from: Fidelity Investments - linked checking account not updating [Edited] .
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…
It is frustrating to be working on a budget (for the next year) and have the budget page refresh and jump back to the current year and the top of the budget categories. I noticed that others have had this problem, but the New Ideas discussion is closed. The problem still exists.
Being able to access our most important information during an Internet outage is a main reason that we use Quicken Classic. During my recent Internet outage, Quicken Classic freezed/hanged until Internet service was restored. Please make Quicken avoid unnecessary attempt to go online. When it needs to go online, please use…
When reconciling an account register, it is annoying to have it jump to a new position in the register automatically. Just keep it where it is. If I want to go to another entry, I can scroll to it.
Q Premier R65.17 Build 27.1.65.17. This is a recurring problem that I've experienced over the last several years. Several accounts from different institutions, including most recently Chase and PNC, skipped downloads over the course of 2-3 months. One of these is a very active credit card account. Luckily I have set up…
It would be useful to have Notes appear on the budget reports. The simplest way would be an additional page listing the notes by month and category.
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!
