Discover tips, workflows and community insights to help you master Quicken at its best.
Select a category to get started.
All Quicken Classic categories will be listed here.
If there's an ongoing issue with Quicken Classic, we'll post it here.
Thinking about buying Quicken? Ask us your questions!
Need help using the community? Ask us here!
RESOLVED 8/5/26 American Express - CP_ACCOUNT_NOT_FOUND, and CC-800
Join us in The Water Cooler!
Here you'll find announcements about our products.
Have an idea about Quicken? Add it here!
Everything you need to know about Quicken Classic for Windows.
Everything you need to know about Quicken Classic for Mac.
Everything you need to know about Quicken Mobile.
Everything you need to know about Quicken on the Web
Come here to discuss anything and everything about organizing your essential documents.
The Community monthly newsletter where we discuss all the happenings of the month.
I would love to have a Home Tab widget that shows me my investing watchlist. Basically a mini version of what we get with the Watchlist tab under the Investing Account Group. Ideally, I'd like it to pull form that Investing Account Group Watchlist, but let me select a subset of that list (given that the widget is smaller…
LT/ST Capital Gains Distributions aren't showing up in any report on Quicken for Mac. Some say it should report on the Schedule B, because it is reported on a 1099-DIV, Box 2a. Quicken for Windows reported it in their Tax Schedule report in Section D, because it is a capital gain. Not sure I care where it shows up. But it…
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…
I am seeing an error with Quicken (Version R68.31 Build 27.1.68.31, Classic Deluxe for Windows) in the reporting of HON Lot quantities using the “Holdings” button from the Register view. This error appeared after manually adding back my post-spin HON shares. The Quicken Support Line could find nothing they could do, so…
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…
I think, based on what I have seen on the ML website, that this is a Merrill Lynch problem and Quicken did the best it could with what it got. On 9/3/2026 there was a 2 for 1 stock split of Amphenol. You can google that - it did happen. I had 20 shares so that means I ended up with 40. On 9/3/2026 I did a one step update…
Hi, I have some stocks that pay quarterly dividends. They are automatically deposited into my checking account. I am able to add a "transfer reminder" that records the xfer from my stock account to my checking account, but this does not record the transaction as dividend income. So, I go into the stock account and edit the…
And Community and Support keep closing the issue. For giggles, could this be the issue? Q is trying to match the whole line, due to the dash, instead of just matching to SWGXX ?
Allow Windows Hello biometric authentication to be used in place of passwords any place where passwords are used within Quicken 2018 for Windows. Most modern PCs are being equipped with some form of Windows Hello biometric authentication (fingerprint, facial recognition etc.) Given the fact that Quicken houses critical…
I have Quicken classic v R68.31, Build 27.1.68.31 I use a desktop with Window 11 installed. I am not sure if the problem started as soon as I installed the new version, since I went out of town for a few days before using Quicken again. It had been updating fine previously. When I tried to update yesterday evening I got a…
I use Quicken Classic Deluxe for Windows R68.31 latest update. There is no problem aligning or printing voucher checks but the memo line is always too low so I have been relegated to printing the memo line by hand. One person said that it is a problem with the check template file, but offered no other information so that…
Quicken Windows has stopped adding transactions since 7/25/2026 It does not give any errors simply completes the download. But no transactions show up. Zero, nothing. [Edited - Readability]
Windows 11; Quicken Version: R69.26, Build: 27.1.69.26 Anyone experiencing unreliable account updates using both One Step and Update Now (cntrl+alt+U)? Accounts affected that I’ve detected include Regions bank and Bank of America. I have multiple accounts at each bank with seemingly complex update issues. It isn’t every…
Hi, I have 5 investing accounts (IRAs, Roth IRAs, and taxed) across Schwab and Interactive Brokers. I've connected the accounts, but every transaction (100s, possibly a 1000+) has a placeholder and must be fixed. I signed up for Quicken Classic Premier two days ago so that I can track both spending and my investments. I…
Make the 'Export to Excel' honor any filters in place. And I mean from the Actions menu on the main screen, not from a report. It honors the account I'm viewing but it always selects all dates even if I have a custom date range in play. That shouldn't be too hard to do.
is there any way that I can setup quicken to enter a payment on the second Wednesday of every month?
On the Quicken dashboard, I use the Spending by Category pie chart often. The "Other" category is often the largest segment. I just updated to 9.2.2, with MacOS 26.6.2. In earlier Quicken versions (the chart was on the now-removed Overview tab) I could click on the Other segment and Quicken would provide a new pie chart…
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!
