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After running One Step Update, I'm prompted to add a new security "contribution" to Quicken. When I Cancel, the Matching Security screen reappears several times before closing. This is happening with my Fidelity 401(k) and my Fidelity 457(b) accounts. I can't update my accounts since early August. Windows, R69.53. Thank…
Many people own precious metals and having an asset account type (because precious metals are physical assets) that automatically tracks the spot price of precious metals and reports an up to date overall value at all times would be very helpful.
I have gone into Tools three times and set the scheduled one-step update to run. I always have to do this after a Quicken update, but this is the first time it has refused to run.
Schwab Brokerage security quotes on their website do not match Quicken One Step Update quotes over the last 48 hours. Periodic recurring problem. About a 3% difference in total value.
I believe I have my settings correct, but when there is a debit or credit transaction in my Fidelity CMA account, it downloads that properly but also includes a corresponding Buy or Sell transaction. I then have to delete the Buy or Sell and then the cash balance reconciles properly. Would love to not have the Buy or Sell…
Quicken 9.2.2 freezes every time I try to add an attachment. Have to force quit, then re-open + drag the receipts in
This first happened a few weeks ago; everything had been fine, but then I did a one-step update, and nearly all my accounts (from at least 7 financial institutions: Citi, Chase, BofA, Fidelity, Capital One, Amex) have a CC-800 error. I read how to fix the error, and the fix worked - but it took about 2 hours to deactivate…
As the title says, this has mistakenly happened over the last day, as I had to deactivate/reactivate all my online connections. I do not have the radio button on the Roth IRA that gives the option to link use a separate checking account for transactions, but you can see that it is doing so. When I go to "Enter…
August 20 was the last date I was able to download Fidelity updates. All other updates are working. Quicken Assist said it was therefore probably a Fidelity problem. But the Fidelity online representative said Quicken has already opened an incident report: Quicken ticket #12266898/CTP-16491 The rep added that Fidelity is…
Haven't updated accounts in about 3 weeks. When I opened Quicken tonight, I installed the latest software update (Mac version). I have multiple Benjamin F. Edwards (BFE) accounts accessed through NetX Investor. All BFE accounts are now showing the entire balance of each account as cash rather than showing the security…
For the past three days, I have been getting a CC-502 error. Does anyone have a fix?
Suggest adding the capability to color shade the data fields and ad font characteristics, such as bolding, italics, etc.
I an using version R69.53 and i need to download statements into quicken back to 7/25/2025, is there anyway to do that,
Not downloading Investment accounts from Fidelity and BOA Merrill. Spent hours! Quicken support did not help.
Title: Altruist Accounts Failing to Update – FDP-106 ACCOUNT_MISMATCH – Quicken Classic Mac All my Altruist investment accounts stopped updating in Quicken Classic Mac on October 10, 2026. All accounts updated successfully on October 9 using the normal Update All Accounts function. Other financial institutions continue…
Doing pretty good, but I looked on my Chase account, and it put all purchases in Payments rather than the charge account? Is there an easy way to select all and transfer where they should be, rather than do my back up. Also, when I look for the .qfx qucken doesn't see them. Thanks for the assistence.
Been getting the CC-501 error for my Citi Bank accounts for nearly a week now. I check it daily. Any thoughts?
When I try to get my credit score, it states that I need to use the ssn that I previously used in Quicken. I have not changed my number. It used to work years ago. I believe an update skewed the number. How do I update the program to recognize the number? Please advise.
We are aware of this issue, and our team is actively working to resolve it as quickly as possible. While we don’t yet have an estimated timeframe for a fix, we will continue to share updates as soon as new information becomes available. Thank you for your patience and understanding. To be notified of updates as they become…
We are investigating an issue in Quicken Windows where duplicate pending transactions may appear in the register after performing One Step Update. The issue has been observed with Chase and Citibank accounts using Express Web Connect Plus (EWC+). Pending transactions that should appear once may instead appear as duplicate…
We’re currently investigating an issue affecting KEMBA Financial CU customers using EWC+. During account reactivation, customers may successfully sign in to KEMBA Financial CU through the OAuth flow. However, instead of seeing the expected authorization or confirmation screen to grant Quicken access, they may be redirected…
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 aware that some customers are experiencing an FDP-102 / FI_TIMEOUT error when attempting to connect their accounts with Tangerine Personal Banking. Our team is actively investigating the issue; however, we do not currently have an estimated resolution time. If you would like to be automatically notified of any…
Sometimes it’s the little things that can completely change the mood of your day. It could be a good cup of coffee, hearing your favorite song, getting a phone call from someone you love, or simply enjoying a beautiful morning. ☀️ For me, it’s when someone smiles at me. It’s such a small gesture, but it always makes my day…
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’re aware of an issue preventing customers from setting up the Amazon Retail Purchase Categorization feature in Quicken for Windows. Our team is actively working on a fix, which is planned for release in R69.SR. We don’t have a release date available at this time, but we’ll provide updates as more information becomes…
We’re receiving reports from customers experiencing connectivity issues with Fidelity Investments, resulting in CC-501/FDP-2505 errors. This issue has been escalated to our internal team for further investigation. We don’t have an ETA for a resolution at this time, but we’ll share updates as soon as more information…
We’re receiving reports from customers experiencing connectivity issues with HSBC Bank USA following recent changes to HSBC’s login process. Reported Errors Quicken for Windows: CC-506 Quicken for Mac: FDP-324, FDP-5005, NO_ACCOUNTS_FOUND Simplifi: INVALID_CREDENTIAL This issue has been escalated to our internal team for…
Great job to our most active members for this month!
