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I'm using Windows desktop Classic. Quicken stores passwords using some third party. It makes it impossible to enter passwords manually, which is required by my bank. the "Change Password" dialog looks like this, password "not required." How can I get around this and enter a password. I'm not happy with the workaround of…
Currently, the Industry classification of a security is auto-populated in Quicken - but unfortunately it is often blank (or unknown) or oddly assigned to some general industry, coming from Quicken database, apparently from Morningstar. For example, BP (major oil company) is 'unknown'; industry specific ETF's is assigned to…
I received an update (Quicken Classic version R64.30 build 27.1.64.30) that allegedly fixes the Fidelity issues, but did absolutely nothing for my Fidelity HSA account. The previous "new method of connecting" made a disaster of the account, adding multiple money-market transactions & short-cover transactions (?), changing…
I sent them a report. I also initiated a query with CHAT but all I got was to load CSV, but I do not use CSV or attach the data to my accounts. The only connections I have are for my Credit card Accounts. While I have a file # and staff are supposed to contact me Monday (prob. to educate themselves or get someone more…
I'm using Quicken for Windows. I recently updated my Bank Account password. Quicken say WebConnect does not need it any longer. however, i keep getting CC503 errors when i try to aut-update. It's an endless loop in Quicken of updating and reunning nd updating and running. WTH am i doing wrong that it wont pull…
Previously the bug was Mac Quicken ignored the redemption from MM funds to cash that Fidelity CMA does. So I'd have to add up all the redemptions and record a "reconcile adjustment" Now it's downloading them, but has them backwards. is reported as Buy rather than sell in the register So I guess I need to delete them all or…
I'm not sure if others are experiencing the same issue, but I could not connect to my Marcus account today and received the following error: It appears this account is at a bank that no longer supports downloading. You can resolve this by disconnecting to make this a manual account or set up the account at a new bank.…
Connecting to my account, Downloads Transactions That are not mine. Gibberish
Most of the times downloaded transactions for one merchant end up in the wrong merchant register. How do I fix that?
I did not read all instructions fully on the new online connection for Discover; instead, I tried to reset the account and it appeared to be locked up (screen was grey/disabled). Then I deactivated the account and set it up again. This also resulted in the screen being grey/disabled. HELP. What do I need to do to get…
For the past few months Quicken crashes after every transaction download from bank or credit card company. I have to restart Quicken which is very annoying, thankfully all data is present. It is crazy that the software crashes all the time. This needs to be a priority patch. I'm running Quicken Classic Deluxe on Windows…
When setting up a credit card bill reminder, under amount, add an option for "Last Reconciled Ballance".
I have tried suspending One Drive updating while using Quicken and I have run the Validate and Repair function and corrected any damaged transactions, but the One Step update still hanges (never finishes). But all my security quotes get updated, but none of the transactions for bank, credit card or investment accounts. Any…
I use Windows - Quicken Classic Premier with base currency set to INR (Indian Rupees). India follows a different number grouping system. For example: US follows million = 1,000,000 (Quicken supports this) India follows Lakh = 1,00,000 (Quicken does not support) Crores = 1,00,00,000 (Quicken does not support) Q does not…
On my dashboard I have widgets for "Portfolio Value Graph By Account" and for "Net Worth by Assets and Liabilities" When I click the customize view on both, I set the Securities tab to "Include all securities", and press OK. If I then update my accounts, and they add new securities, I will find that both of these widgets…
I would love it if I could replace some of the current dashboard cards with my own custom Quicken reports. That would make the dashboard a truly useful home screen for evaluating my finances.
I am using Quicken Deluxe Windows V R65.29, Build 27.1.65.29 When i try to access a saved report, Quicken crashes and quits. Has anyone ran into this? I sent the error report via the system but have not heard anything back. I desperately need this to work so I can get reports for filing my taxes.
I transferred $200 from a Fidelity Investing account (where I have Cash {SPAXX} in a separate Quicken account), to a non-Fidelity account, just fine. After downloading transactions, the Fidelity Cash/SPAXX, and the non-Fidelity account show these properly cleared. HOWEVER, there's an odd transaction in the Fidelity…
We are aware of an issue for customers using Quicken Classic for Windows R66.11 where the Portfolio X-Ray AI Summary that should have released with the application update cannot be enabled because the 'Generate AI Analysis' setting/toggle isn't appearing. This has been escalated internally, though we do not have an ETA at…
We are receiving reports that some Discover customers may experience an issue when attempting to authorize their accounts. In the OAuth screen on the Discover’s website the user may see an error: “We have experienced technical error. Please try again”. If you are experiencing this issue, please contact Quicken technical…
We are receiving reports that users who are attempting to migrate might experience an error that states: “We’re sorry, the page you are looking for is not available right now. We apologize for the inconvenience. [The error continues to provide a phone number and support hours to contact].” To troubleshoot the issue, please…
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…
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,…
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…
Customers may experience an issue where their accounts show as connected in Quicken Classic for Windows but they are unable to download transactions. 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…
We are receiving reports from customers that they encounter unknown phone numbers during MFA verification when attempting to connect to their financial institution. An example of how these MFA phone numbers would show up is: Call Cell: XXX-XXX-1279 Text Cell: XXX-XXX-1279 Call Cell: XXX-XXX-9874 Text Cell: XXX-XXX-9874…
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…
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…
UPDATED 11/10/25 PNC Bank -Direct Connect and PNC - Web Connect
Great job to our most active members for this month!
