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Bank connection issues: Citibank
For the last two days I have received the "Citibank has been reporting connection issues" when using one step update. Still happening today and now I receive a second message (although more time speci…
Online Banking
Windows
550 views
52 comments
0 point
Started by MWB
Most recent by Boatnmaniac
11:33 pm
Download, Add/Update Accounts (Windows)
Reports-Spending by Category Incorrect
Reports in spending by category are incorrect. The report shows the amount as the amount of the transaction not the amount of the split charged to that category. Example: Credit card transaction to XY…
Reports
Windows
62 views
8 comments
0 point
Started by Tom G
Most recent by Tom G
11:29 pm
Reports (Windows)
If I restore a backup file and then update by downloading transactions from the bank, will I get all
I apologize if I'm in the wrong category. Windows 11 Pro, Quicken Classic all up to date. I recently moved to a new computer by installing Quicken first, then Export the current data file from my old …
Answered
10 views
1 comments
0 point
Started by buckeyejim
Most recent by The Keeper
11:02 pm
File Conversion and Backup (Windows)
one step update stopped working July 2025
I have read the extensive comments. I signed out and back in. Nothing. I have not seen any solutions mentioned on the numerous posts. I have the latest version of Quicken. I have deactivated and react…
One Step Update
13 views
1 comments
0 point
Started by D Baxter
Most recent by CaliQkn
10:54 pm
Download, Add/Update Accounts (Windows)
ACH transaction won't download every month
Using Quicken for Windows Deluxe Ver. R63.21. I have a monthly ACH transaction that fails to download with my other bank (Legacy Bank OK) transactions. It has happened the past 3-4 months and I have t…
Question
5 views
0 point
Started by G Read
10:51 pm
Registers & Transactions (Windows)
How do I close out an account?
This discussion was created from comments split from: How do I close out an account? (edited) .
Windows
Accounts
20 views
4 comments
0 point
Started by System
Most recent by Boatnmaniac
10:45 pm
Download, Add/Update Accounts (Windows)
Quicken Not Recognizing CD's from Merrill Already in Quicken
I've purchased three CDs in my Merrill investment account and have been tracking them in Quicken, along with my other investments. However, after upgrading my Merrill login—as Quicken required by Augu…
Investments
Online Banking
Quicken Mac
31 views
2 comments
0 point
Started by kjbrad55
Most recent by kjbrad55
10:41 pm
Download, Add/Update Accounts (Mac)
Merrill Lynch Investments Connection Method Change to Express Web Connect
today I was prompted to change Merrill Lynch accounts from Direct Connect to Express Web Connect. I completed the reactivation process successfully. The Online Services Tab in the Account Menu shows E…
4 views
0 point
Started by will66pu
10:30 pm
Download, Add/Update Accounts (Windows)
Error 501 - Bank-Fund Staff Federal CU WC
accounts for this financial institution started showing 501 errors today when attempting transaction updates
Online Banking
Windows
19 views
3 comments
0 point
Started by will66pu
Most recent by will66pu
9:58 pm
Download, Add/Update Accounts (Windows)
Quicken is freezing, after updating, after any changes, randomly. Appears to be ongoing problem??
Edition Windows 11 Home Version 24H2 Installed on ‎7/‎12/‎2025 OS build 26100.4652 Serial number YX0F2030 Experience Windows Feature Experience Pack 1000.26100.128.0 Device name DWBlenovo Processor In…
50 views
6 comments
0 point
Started by QDB
Most recent by UKR
9:57 pm
Errors and Troubleshooting (Windows)

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Bank connection issues: Citibank

Reports-Spending by Category Incorrect

If I restore a backup file and then update by downloading transactions from the bank, will I get all

one step update stopped working July 2025

ACH transaction won't download every month

How do I close out an account?

Quicken Not Recognizing CD's from Merrill Already in Quicken

Merrill Lynch Investments Connection Method Change to Express Web Connect

Error 501 - Bank-Fund Staff Federal CU WC

Quicken is freezing, after updating, after any changes, randomly. Appears to be ongoing problem??

If I restore a backup file and then update by downloading transactions from the bank, will I get all

one step update stopped working July 2025

An Update from Eric Dunn [CEO] [July 2025]

How can I fix a connection problem with the SoFi website?

This morning Quicken deleted all of my backup files

Merrill / B of A EWC+

2025 New Senior Tax Deduction

Merrill Lynch duplicate CDs and connection fails

Why am I receiving a notice that I need to install an update

Merrill Lynch Transaction Download Missing Some Details - Security, Description, Share Balance

An Update from Eric Dunn [CEO] [July 2025]

NEW 7/23/25 Bank of America/Merrill Lynch Investments - Missing Transactions

NEW 7/23/25 MAC - USAA Federal Savings Bank - 324

NEW! 7/22/25 Edward Jones (Open Financial Exchange [OFX] & Express Web Connect+) Blocking Traffic

NEW! 7/18/25 Sign into Merrill Lynch Failed. Try Again. When Reauthorizing Accounts

NEW 7/18/25 Not able to Add Accounts in Quicken Canada

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