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RESOLVED 8/5/26 American Express - CP_ACCOUNT_NOT_FOUND, and CC-800
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The Community monthly newsletter where we discuss all the happenings of the month.
I'm especially interested in hearing what Quicken Mac lacks in its existing brokerage accounts. From what I have seen the main reason that Quicken Windows got this feature is because its brokerage accounts were first a "list" that changed into a very restrictive brokerage account "register" (To this day the documentation…
Greetings: QWin Classic Business & Personal R68.31 Created category for Backup Withholding, tax-related 1099-MISC, Federal tax withheld as a subcategory of Tax Spouse. The tax planner retrieves the data from the data file, but places the values in the Self, not Spouse category. Note: normal w2 withholding is properly…
Is this a Quicken Windows only feature ? If not available for Mac version, why not? If it is a Mac feature as well, how do I configure?
Reference here:
Please add a "Always Show Percentages in Splits" option in Preferences to make the "Show %" box be checked all the time. There are those of us who would prefer the percentages column was always showing so that we could just enter the percentages and be done.
I have automatic backups configured to backup my file every 5 times Quicken is executed and to retain 20 copies. Currently I have 58 backups included 8 of which are created before every Quicken software update. I am fairly confident that Quicken is respecting the backup frequency (5) but my question is how to explain why…
I have a personal Fidelity Account and also a Fidelity Net Benefits account through my job. I have regular Fidelity Investments linked find in Quicken app for MAC, but when I try to find the Fidelity Net Benefits site, there is no results found. When I try to go add the net benefits account to quicken through the Fidelity…
I’d like to be able to re-order investment account holdings in the account overview to match the order presented in my broker’s statement. If I use the default order in quicken (alphabetical, a-z or z-a), then I’m paging up/down constantly to find the same holding (whether it be a stock, ETF, mutual fund, etc.) in my…
On Classic Deluxe for Mac. One of my credit card autopay shows the payee as "Autopay Rautopay Auto" with a very large ($16K), incorrect amount. So, Quicken shows a totally wrong, large positive balance in my credit card account. The accurate autopay also shows, using that same payee name. The balance on my credit card…
It looks like the inability of Quicken to resolve the ability to download credit card transactions on Walmart One Pay, and Sam's Club have been going on for years. Walmart being the largest retailer in the US, this needs to get fixed. Has anyone figured out a work around versus manually downloading transactions? Is anyone…
Quicken Classic windows just updated to R69.25. After starting an Update, which timed out half my institutions, twice. The ones that are updated are showing 3 or 4 copies of pending transactions. Bank of America, DCU, Chase, ..all have at least 3 copies of pending transactions today. Is something going on today or with…
The price of this 68389X105 ORACLE COMMON STK FD is being downloaded from my Fidelity 401k every day as 0.62 cents and the actual value is around $1,350. I have to update it every single day manually and it's super bothersome. Can it get fixed please? I called Fidelity and they said they have many tickets open - is anyone…
I have tried a few different combinations, but it doesn't connect
Currently your users cannot create a cash flow report for a specific income producing asset such as a rental house. This is a big problem. Part of monthly cash flow is payment on debt. Each month I make a mortgage payment. The interest portion is an expense that appears appropriately in the cash flow report. The payment on…
When I paid my American Express bill from my bank, the Category column has a red arrow, and clicking that arrow pops up this statement, "This transaction … invalid transfers." The "edit transaction" button does nothing, because the red arrow persists. Now I see that a bunch of previous American Express lines in the bank…
We are investigating an issue affecting Quicken Canada for Windows in which multiple TD Bank BIDs prevent customers from completing the normal Add Account connection flow. When customers select an affected TD Bank instance, they may be forced into the Offline Account flow, preventing them from establishing an online…
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…
We are seeing a trend of America First Credit Union connections affecting both Quicken for Windows and Quicken for Mac. Customers may receive: FDP-7500 / CP_SERVER_ERROR Account 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…
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…
Hi Everyone, Quicken Support will be closed on Monday, 9/7/2026 in observance of the Labor Day holiday. As a reminder, all banking institutions will be closed on Labor Day, 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 Happy…
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 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…
Some people love getting out of the house, exploring, socializing, trying new places, and staying busy. Others are happiest right where they are. I’ll admit it: I’m definitely a homebody! 🏡 Home is my safe place, and there’s just something comforting about being at home. Going out can be fun, and I enjoy it sometimes, but…
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…
Great job to our most active members for this month!
