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My Live Oak has not been updating with Quicken so I deactivated account and attempted to reactivate. After I enter Id and pw and try to connect, a new sign on window never opens and Quicken is totally locked up and I must end task via task manager, even if I attempt to cancel the attempted login window in Quicken.
Certificates missing on 1 step update for Golden 1 FCU. Showing in balances. Online balances incorrect. Ending balance correct on some accounts. Interest / Dividends goes into wrong accounts. Too many fixes, can't do manual, too many errors with quicken. After 30 years, going to quit using it. Too much hassle and too much…
The Quicken Simplifi iOS app supports automatic importing of transactions from Apple Card, Apple Cash and Apple Savings, which can only be done on an iPhone using Apple’s FinanceKit API, which directly passes transaction data from Apple Wallet to the Simplifi app (rather than through an online aggregator like Intuit or…
The update summary under Fidelity Investments says "6 accounts updated, 0 new transactions, 11/1/26 11:44 am". This has been happening for months, so I have gone to the Fidelity site and entered all of the transactions into Quicken manually. I have deactivated and reset the accounts many times, including reauthorizing…
At least two issues here…..similar to what this post was discussing: I was seeing one repeating reminder go from due 12/20/2026 to 1/20/2027 only after a cloud sync. I have to manually adjust the date as an annoying temporary workaround but again, as the next sync occurs, it's moved again. I perform SuperValidates almost…
Attention Truist customers (although you probably all got notified by now)… they are ending support for Quicken Direct Connect as of 12/03/26. You have until then to switch to Express Web Connect, but as we and they know, that's the end of Quicken-based bill pay uploads. Don't worry, you can call their help line, and they…
Has anyone received a resolution from Quicken on the above error trying to setup QuickPay. Or; has anyone found a work around. I spent about an hour with Quicken Support (who was working with second level Suppport) yesterday with no success. It was 07/2025 all over again. Originally, all my personal information was correct…
I'm using Quicken Windows R69.53. Since September 2026, Quicken has stopped automatically cleaning up merchant names on my Bank of America Visa downloads. Existing renaming rules still work, but unfamiliar merchants retain their raw downloaded names (e.g., "Publix #1639" instead of "Publix"). My other non-BofA credit cards…
It would be nice to have a module similar to Mileage Tracker for storing relevant Vehicle maintenance records, in addition to reimbursable mileage and fuel expenses. Outside of lifehub and with actual costs. Currently just attaching with the expense, or creating blank expenses to store title, Registration, Repairs etc.…
Why, when I add expenses to an invoice, do no details transfer over? I have to use a separate invoicing program because of this, or manually retype all the details. Is this a problem or expected functionality? Why would this function this way? [Edited - Readability]
Allow the option for a rounded budget view to the nearest $5 or $10 dollars. For example, if a budget actual is $53, it would round to $55. This would allow for a cleaner and easier to read budget view. This post was created from Reddit feedback:…
I have automatic entries turned off. But it seems if I have a recurring item, like a monthly bill, Quicken is automatically putting in my register as a second entry. I then have to delete the 2nd entry, manually accept the recurring item, and then accept the match. I'm at a loss why this is happening.
i find the balance tab to be very useful for planning. i am looking at "This Year" view of the Balance tab and it is not showing all scheduled transactions for the year which i thought it used to do. right now it appears to be showing only the "Next Instance" of scheduled transactions. it seems more useful to show all…
I have given up trying to get much of Quicken's features to work, spending more time attempting to fix things than managing my finances. I currently just enter all transactions manually, basically to track actual versus budgeted expenses. The only other feature I use is Bill reminders, which I post manually out two years…
I'm using Quicken Classic Premier for Windows and have been experiencing a recurring problem where downloaded transactions are assigned categories with an erroneous :ZZZZZ suffix. For example: Food & Dining:Restaurants:ZZZZZ Shopping:ZZZZZ Auto & Transport:Service & Parts:ZZZZZ The ZZZZZ category does not actually exist in…
I have been using my Quicken Premier 2011 CD on this same computer, just doing manual entries, with no problems. I now want to use this 2019 version I have, but the program will not allow me to access my accounts. I already had Q2019 convert my data file and it appears in the File Tab, so that was no problem. When I open…
Some people are the funniest, some are the smartest in the room, and others are somewhere in the middle. I would rather be the funniest in the room. I enjoy making people laugh and smile. What about you? Would you rather be the funniest, the smartest, or somewhere in between in the room?
Customers using Quicken for Mac are experiencing Error 105 when attempting to connect to Ally Bank. The issue has been escalated internally. We don’t have an estimated timeframe for a resolution yet, but we’ll share updates as soon as more information becomes available. To receive notifications when updates are posted,…
We are seeing Quicken Windows users who are experiencing freezing when trying to connect their accounts using the "Set Up Now" button in Account Details. The loading indicator continues spinning indefinitely, and Quicken becomes unresponsive. If users try to cancel the process, Quicken freezes. This behavior is only…
Customers report being unable to connect existing RBC Royal Bank accounts via Express Web Connect on Quicken Canada Starter. During the add account flow, no explicit error is shown, but Quicken only provides the option to create an offline account instead of linking the accounts. The issue has been escalated to our…
We are seeing customers experiencing FDP-106/CC-506 when trying to connect their account with First National Bank of Omaha CC & FNBO Direct in Quicken for Windows and Mac. The issue has been escalated internally. We don’t have an estimated timeframe for a resolution yet, but we’ll share updates as soon as more information…
Customers attempting to connect or update their Desert Financial Credit Union accounts are receiving FDP-181 / CC-581. The financial institution is permanently blocking the current Intuit aggregation connection, preventing customers from successfully connecting or updating their accounts. Quicken has plans to transition…
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…
The latest Quicken for Windows release R69.17 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…
We are receiving reports from users who are encountering OL-301-A and 2000 errors when attempting to connect their Morgan Stanley Wealth Management accounts in Quicken. Our team is aware of this issue and is actively working to identify the cause and restore connectivity as quickly as possible. At this time, we do not have…
We have started rolling out Quicken Classic for Mac 9.2 into a staged 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 —————————————————————————————————————————————————— Investments…
Great job to our most active members for this month!
