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This discussion was created from comments split from: PNC Bank not downloading since February 23, 2026 .
I enter most recurring transactions into my registers as scheduled transactions advance, and see them matched when I perform One Step Update. Recently, I have noted occasions where downloaded transactions show as "matched," and so I accept them, but then I see that a new transaction has been entered into the register, with…
Was unable to add an IRA account to Quicken Desktop. Kept getting "You've already used XXXX1234 as an account name", even after changing the account name. Had to create an offline account and activate online services, but was limited to Express Web Connect and Simple accounting. Both active and inactive accounts appear.…
I've read some previous discussions from other users trying to update the customer ID information in Quicken (username at credit union). But none that I saw addressed the problem I encountered when following the instructions provided. When I am asked for an account name, I choose my existing account—the one I'm trying to…
It appears that then when your screen resolution is above 100%, the Manual Match Screen Payee column only displays three or 4 characters making it hard to match transactions. It would be helpful if these columns were adjustable.
This discussion was created from comments split from: No transactions downloading from Midflorida Credit Union .
Recently opened a new account at Atlantic Union Bank. I'm able to download transactions into Quicken Classic when initiated from the bank side. Running the latest Windows But have been unsuccessful in activating one step updates. Can you provide any help? Thanks.
For the last week (I've tried twice), I was able to get Rocket Mortgage to connect, but even though on the setup screen it shows my current balance (-XXXXXX), once it finishes it shows a zero balance in Quicken and when I go to details it says the loan is paid off. Has anyone else seen this issue? I was excited that the…
Been having a connection error on Caliber Home Loans for almost 2 weeks now. I've reported the error through Quicken, but without resolution for some time, I wanted to add it here: Error #1 Error Status: error Agg Status: CP_SCRIPT_ERROR Error Code: FDP-104 WCC Code: CC-580 Detail: Parsing error. JSON data parsing error…
For a year, Coastal Credit Union has provided buggy QFX downloads. The name field, once imported, shows some of the unwanted code listed with Capitalized first letter and a few characters of the name. Nothing more. Not enough to make sense. The Memo field has the 17 digit code and more characters of the name field. This is…
I noticed my web account on my iPhone was showing garbage data. I surmised that it was pointing to the wrong file. I changed it to the current file, but then the One-Step update would not work. After validating and super validating, nothing changed. Some AI help said to edit the Mobile and Web settings. I did, but now it…
This has been going on for months, and I see other threads on this topic, but am hoping for an acceptable update. Very few of my online bills are updating in the Bills section. Oddly enough, if I go into "Manage Online Bills", many of the linked bills actually show the upcoming due date and due amount, but that isn't…
This example is from report customization.
When I use multiple enters in the split categories on the bills reminder function and the reminder comes due, the data that I had entered in gets jumbled among both the columns and the rows and several of the rows also get duplicated. It has happened for sometime now. At first it only happened when I verified my data set.…
Yes this is somewhat nit-picky but is anyone else bothered by the way Quicken sums numbers in reports with respect to underlying data that may have been rounded? When dollar amounts are rounded to two decimal places but the underlying values have more precision, this results in the reported column of numbers summing to a…
I have used Quicken for Windows for over 20 years now and have seen the quality of the program diminish horribly over the last 2-3 years. I am finding that electronic transfers that I make between WF accounts, Zelle payments, and reconciled transactions either change or are missing. I have had to repeatedly reconcile the…
What do I do so that every time I change a category on the payee in Quicken, it's categorized the same way when it downloads? I'm doing my taxes, and I want to be sure that every time payments download, there is a specific lock-in category for specific Payments.
When I make a backup, in the "Back up your file now" window, the "where would you like to put your backup copy" has a drop-down of locations I have used. Some no longer exist (due to reorganization), and I want to declutter the list to avoid confusion. How do I delete unwanted LOCATIONS? [Edited - Readability]
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…
We’ve received reports from users indicating that the money market fund FZDXX is not appearing as a security in Quicken for Mac. While transactions for the fund may still be visible and reflected in the cash balance, this behavior can cause discrepancies between Quicken and Fidelity account information. At this time, the…
The latest Quicken for Windows release R66.11 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 8.4 into a stage 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 Please take a moment to review the summary and try the new features in the…
One of our product designers is exploring ways to make it clearer when the account register isn’t sorted by date—and how that affects the transaction order. We specifically would like to discuss register sorting and are looking to talk to those who may have this issue, especially if you are newer to using Quicken. Your…
Hi everyone, We know some of you have been running into issues with your Fidelity accounts in Quicken. Thanks for your patience while we work through these. Below is the latest update on what’s happening, what’s fixed, and what you can do in the meantime. Fixed or Being Released Duplicate Transactions (Windows) – Some…
We have started rolling out Quicken Classic for Mac 8.3 into a stage 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 Please take a moment to review the summary and try the new features in the…
https://community.quicken.com/discussion/7847546/quicken-community-guidelines [Reposting due to the original post being lost]
Mastering Tagging in Quicken (Mac & Windows) by: Janean Comfort Hello Quicken Community! It’s been a little while! But we are back and this month, we’ll dive into tagging strategies that work for both Quicken Classic for Windows and Quicken Classic for Mac users. We’ll also walk you through the steps of how to apply tags…
Fidelity Investments has made changes to the way it shares money market/cash transactional information with Quicken users on Mac and Windows. Quicken Windows users: Quicken Windows users may need to change the Money Market representation if they are not prompted. You can do this by clicking the Cash link in the account or…
UPDATED 11/10/25 PNC Bank -Direct Connect and PNC - Web Connect
Great job to our most active members for this month!
