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The Community monthly newsletter where we discuss all the happenings of the month.
It would appear that Quicken has a limit on the number of line items you can list on a paycheck template (confirmed 30 items). I have a real-world situation that requires more than 30 items. I called support. The only alternative they suggested was to not use the paycheck template and list the paycheck as a split…
Golden 1 Credit Union upgraded their system on Saturday 2/21/2026 and now I'm unable to get connected. Depending on which Golden 1 CU I choose when I start to setup the connection I get one of the 2 errors below. I've tried disconnecting my accounts and creating a new connection but still couldn't get connected. I did wait…
Using Quicken Classic for Windows R67.7 Occurred out of the blue since 4/4/26. No previous issue with either the bank or a new release. I have followed the applicable steps suggested weekly with no resolution. I can manually download my account information into Quicken but Express Web Connect does not work. I have verified…
I'd like to suggest adding the following: Allow the screen to be expandable when choosing which accounts to add from a financial institution. Under the Help menu, add "Make a Suggestion." When having to deactivate several accounts from the same financial institution, allow the option to select multiple accounts and…
Several new note purchases are downloading as "Unidentified Security" without the detailed information, including the CUSIP number. If I enter it manually, there is no way to link the bond to the information at Merrill. It also will not show the market value of the note. I spent 2.5 hours with support and did not get the…
Windows 11 When I am in the checking register and choose bill pay, I get the dialog about needing to add info, one time. Then when I add the account info and zip it gives the second error code…
This discussion was created from comments split from: Issues with VOYA - again .
I have a mutual fund that has a negative cash balance. Is there a way to get this to $0 without impacting reports? I've used the cash balance adjustment (Xin) but the adjustment amount inflates my report. My mutual fund register is accurate however. Thanks
Due to some fraudulent charges, I recently received a replacement credit card with a new number from Bank of America. On their website, this shows as a new account, replacing the old credit card account. In Quicken, I deactivated the old account and went to Tools > Add account to link the new account. This led me to a Bank…
I have have several Schwab accounts with different purposes and entities. For example, I have a non profit account and a separate Quicken account for that. In addition, my sons have accounts on Schwab that is also tied in to my accounts. When they went to setup their new Quicken accounts, they picked their account to…
Ran OSU just a short while ago. Got an error message from AMEX. See Pic Below. I waited until 06:00 PDT and tried again, and got the same message. So whatever "issue" they are having, has not yet been resolved. So hang in there everyone. Just try again later.
Fairly new to Quicken for Mac, I used Quicken for windows for decades. Quicken for Windows Classic 9.0.3 - when I sell a mutual fund I have, I can enter the details, but the part missing is the transfer to a bank account, where that money is going. screenshot attached. In the windows version, there would be a box for the…
resolved, server error
Windows 11 Home R67.10 Build 27.1.67.10 Problem with Net Worth Report that I am unable to explain. Posting here in hopes that someone may be able to help. Basic report structure is NetWorth report, Date Range last 30 days, interval is one day. Report settings: Display has cents box checked, no others. Accounts set to all…
When adding a New Idea post, include Macintosh Quicken Classic to the drop-down categories.
My Rental Property reports now fail 100%. They pull in random data from a personal account. The rest CANNOT even be selected from a list of accounts. At one time, the Account selection screen showed the accounts by type (Personal, Business, Rental, Investment, Property. Each sub-screen had its own clear all/select all…
If I have Quicken on two computers can i get the latest backup from the cloud
As we welcome the month of May, we'd like ask you— What’s a completely normal thing your brain just refuses to do correctly? For me: the second I set something down (anything), it immediately stops existing. Cue me looking for it 2 seconds later like it vanished into another dimension. How about you? Be honest… we all have…
We are receiving reports that customers trying to connect accounts from Randolph Brooks Federal Credit Union to Quicken Classic for Windows are encountering CC-506 error and Quicken Classic for Mac are encountering an FDP-106. This has been escalated internally, though we do not have an ETA at this time. To be notified of…
We are receiving reports that customers trying to connect BECU accounts to Quicken for Windows are encountering an OL-294-A error. 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 seeing a rise in FDP-155/FDP-102 errors with Raymond James & Associates. 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. If you do not see the bookmark ribbon, please make…
We have received several cases in which users report missing accounts or FDP-106 errors across multiple financial institutions. The list of financial institutions currently known to be affected is below. More financial institutions may be added later: NETEXCHANGE INVESTOR Raymond James Bank This has been escalated…
We have received a number of cases in which users report missing transaction downloads for their credit card accounts across many different financial institutions. This alert is for users who are ONLY missing transactions in their credit card accounts. We have a list of reported financial institutions, but this may…
We are seeing a trend of CC-502/ FDP-102 errors for users connecting to Macy's Credit Card. This is happening on Quicken Classic for Windows and Quicken Classic 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…
We have been made aware that customers using Capital Group - American Funds are getting an OFX 16503 error when trying to connect or update accounts. This is impacting Windows and Mac. This error may also show as an OL-383-A, OL-383-B, or OL-292-B This has been escalated internally, though we do not have an ETA at this…
We have received confirmation that Human Interest is no longer supporting third-party aggregation. As a result, it will be removed from all Quicken products. If you are currently connected to Human Interest, please make your accounts manual so they are no longer connected to the bank. Follow the Deactivation instructions…
The latest Quicken for Windows release R67.7 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…
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