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today, I tried to reathorize my discover account in my Quicken Classic for windows. It didn’t work. First I got an unable To connect try later. Later I got nothing. I then de-activated online connection for the account. Afterwards, when I tried to redo the online account settings, quicken just turns gray and hangs! What do…
In QM2007, there is a feature that allows splitting up your data file to only save data within a specific period. It can be used in many ways. Some examples: To be able to exclude an old period of time that is no longer needed To create a Year-End Copy of data files (though not truly needed in most cases) Start fresh with…
Same Fidelity CvrShrt transactions on cash accounts. Problems with 3 financial institutions. Had to reauthorize 7 accounts across 2 of them as Quicken decided they had been closed. PLEASE do not tell me it's my connection or institution issue! Wait for it………
Connection not working. Any suggestions?
I have been downloading transactions for my Discover Card for years. Recently Capital One took over Discover so now the account Capital One. It has the same account number. How do I transition my Discover Account to receive transactions from Capital One without losing past history? Thanks in advance for your responses.
Would be great to be able to Add "This Year" and "Custom Dates" under the Home//Dashboards views. I can select "Year to Date". Unfortunately I need to look the current year or in the future. The views under Home//Dashboard otherwise are workless.
Has there been any movement on creating a function that would allow the voiding of a transaction in the Mac environment. I need an audit trail and deleting the transaction is not an option?
I have been using USB flash drives or sticks as some call them to back up from desktop to laptop for years. Been using Quicken Since 1997 and have always either backed up my file on an external hard drive, an internal data drive not the C: drive and lately using a USB Flash drive both USB and USB C. A couple of days ago…
Windows User for 2026 subscription. Been using Quicken since 1994. Whats going on with Quicken lately? Today I saw incredible errors in the tax planner. Scheduled estimated tax payments is messed up the scheduled amount is $28,000 and the Planner shows $112,000 Taxable SS Income is scheduled monthly for a total of…
I am able to sync all of my US Bank accounts - checking, savings, credit card, HELOC - with Simplifi. My investment account is not recognized or identified and there is no error. I have tried adding an account through US Bank and US Bank Investments.
This discussion was created from comments split from: Venmo - CC-502 (QWIN) - Again.
This discussion was created from comments split from: Fidelity money market automatic redemptions.
@Quicken Anja Up until this morning I was only getting transactions downloaded as "Unidentified Securities" from my Fidelity Netbenefits 401K account. This was manageable because the number of transactions is very small. As of this morning the Unidentified Securities issue is impacting our 2 Fidelity "Joint" brokerage…
This workaround does not work! Havent been able to download transactions for two Fidelity accounts. Last working download was at the end of November. When will this be fixed? Other Known Issues. These are less widespread but still being monitored. Reauthorization Prompts After Migration – Often caused by duplicate or…
I would like to request that the "Check #" field in the register be added to the fields that can be mass-edited, just like Payee, Category, etc. I use this field to know what type of transaction it is, not just an actual check #. For example, I use ACH, DebitCard and other identifiers for each transaction.
My wife and I both have a Delta Reserve AMEX card and a corresponding Delta Platinum card tied to the other's Reserve card. For months now, I've had issues getting all of the charges for each Reserve card. As an example, currently my Reserve account in Quicken is only downloading my wife's Delta Platinum transactions to my…
I’m using Quicken Classic for Mac Version 8.4.2 (Build 804.59835.100) on macOS 26.2. Today I experienced a sudden change in how downloads from my Fidelity Brokerage account are being interpreted. For me this started on 2/11/26 and downloaded the subject transactions all the way to 1/1/26. Account use case This Fidelity…
We are getting reports of users getting an FDP-7500 error when connecting to First Bank of Colorado. 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…
We are currently seeing an issue with Venmo returning an FDP-105 or CC-505 in Quicken Classic for Mac and Windows. 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…
We have received reports of user's encountering an HTTP-400 error when authorizing their accounts with Chase. This happens after they have entered their login credentials and chosen the accounts they want to connect on the Chase website. This has been escalated internally, though we do not have an ETA at this time. To be…
We are currently seeing an issue with Freedom Credit Union PA returning a FDP-102/CC-502 error for customers using legitimate credentials. This is a known issue that we are working to resolve as quickly as possible. We currently have no ETA to provide on when a resolution can be expected, but we will post updates as soon…
We are getting reports of Fidelity account owners getting incorrectly classified cash/core money market activity as Cover Short Sale(CvrShrt/CvrShrtX) transactions. These downloads appear after One Step Update and affect multiple Fidelity account types (investment accounts, IRAs, and CMA accounts). Transactions often span…
The Marcus by Goldman Sachs BID is no longer available in Quicken or Simplifi. The financial institution made the decision to no longer be supported. Going forward, you will need to manually enter your transactions to continue tracking your Marcus by Goldman Sachs accounts. If you would like to be automatically notified of…
We have received several reports from users that the Portfolio X-Ray tool available in Quicken Classic for Windows is incorrectly showing some holdings as ‘Not Classified’. It appears like this issue mostly affects ETF-type assets. Our team is actively investigating this and working toward a fix. We apologize for the…
We are aware of a connection issue with Berkshire Bank WC BID 55692. An error may not show in-product, but we are seeing these errors internally. Our team is actively investigating this and working toward a fix. We apologize for the inconvenience and appreciate your patience while we resolve the issue. To be notified of…
We are receiving reports that users are getting an FDP-102 in Quicken Mac and a CC-502 error in Quicken Windows when connecting to Macy's Credit Card. This is a known issue that we are working to resolve as quickly as possible. We currently have no ETA to provide on when a resolution can be expected, but we will post…
We are currently seeing an issue where users are experiencing missing transactions with Lending Club - Personal & Business Banking in Quicken Classic for Windows and Mac. This is a known issue that we are working to resolve as quickly as possible. We currently have no ETA to provide on when a resolution can be expected,…
UPDATED 11/10/25 PNC Bank -Direct Connect and PNC - Web Connect
Great job to our most active members for this month!
