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NEW! 5/12/26 Capital Group - American Funds - OFX-16503
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The Community monthly newsletter where we discuss all the happenings of the month.
I have Quicken Classic R67.7. I went to download my transactions from the Online Center. Instead of adding them to my existing checking account, it created a new separate account and downloaded the transactions to the new account instead. My bank is BOA. Please advise how I can delete this new account and re download the…
Hello I just discovered that a transaction that took place on Feb 2nd, is dated January 9th in my register. How and why does that happen? I've seen other transactions have the wrong date as well. Thank you
I apparently did something stupid. While doing my checkbook I forgot to post it in the program. I just received my CC bill and it is missing a payment. Though the Payment is recorded, but I was taking the balance from the computer. Really stupid. So, I need to record it in the program under the check number and cost,…
So Quicken Classic updated automatically earlier this week, but I didn't do an OSU til today. It updated my 5 Chase CC accounts fine but required that I reauthorize all of my Citi, Amex and Capital One accounts and disabled the activation for all of them! In every case, it gave a descriptive name for the account, with the…
I have a 5 year auto loan I setup 30 months ago. The principle and interest Quicken is calculating for the upcoming payments is significantly incorrect. Part of the problem may be I used the incorrect compounding period. I have corrected that in the Loan Details. Is there a way to induce Quicken to recalculate amortization…
Several managed accounts have FCASH as the core MMF. However the cash transactions come in as buy/sell of CASH. CASH appears in the securities list with symbol FCASH. The Account Overviews (Holdings) show shares of CASH. The Account Overviews market value is off by the CASH amount. How do I get rid of them? Clicking the +…
Six months ago (or so), I changed my Quicken ID's email address on the website. (The old email address is DEAD and is no longer available!) (obviously), I can login to the website with my new email address. BUT .. the old email address is on my Quicken Classic Windows program.. and it's "grayed out", so I can't correct it…
Since Quicken for Windows updated itself to R67.7, accepting downloaded transactions has been excruciatingly slow — roughly 2 seconds per transaction, even when I select "accept all". How can I fix this? I've already tried disabling Google Drive backups for my Quicken data file folder, but that had no effect.
I cannot set up the Citi card that came over from Barclays. I am using the correct user name and password, but Quicken returns USER NAME/PASSWORD NOT CORRECT. I can sign in to my account on Citi's website with the USER NAME/PASSWORD I used to sign in on Quicken. Any thoughts or suggestions?
Recently dividends from a Fid MM Acct switched from being cash deposits to re-investments. When trying to correct this I cannot make an entry into the brokeage account without a cancelling entry being automatically entered.
Hi, I am a 10+ year Quicken user currently using Classic Business & Personal. The desktop app is fantastic but I have for years found the mobile & iPad version to be severely lacking in necessary features. Specifically, it would really help to have the modules from the business section (invoices, clients, etc.) at least be…
I downloaded my current American Express activity and almost every transaction shows the same (and incorrect) payee. How do I fix this? How can I delete the transactions with the wrong payee without deleting each one manually?
A new feature in Quicken Classic Mac Premier recently was the ability to graph Portfolio Value & Cost Basis for individual accounts or and/or securities. However, there is no way to currently remove the cash from the graph. This prevents one from graphing the individual securities. Is it possible to add the capability to…
Title mostly speaks for itself here. It would be great to be able to schedule automatic email reminders when creating invoices and payment has not been received. For example, 7 days before due date on a Net 30 or 7 days after a Due on Receipt if the invoice has not been marked as paid. Just have it send a fresh copy of the…
While waiting for Golden 1 credit union to fix online importing of transactions into Quicken, I encountered a serious issue when I first exported then tried to manually import into Quicken using the QFX protocol. This is a concern if a member has more than just ONE Golden 1 credit card (as far as I know), and I include the…
This problem began after Quicken Classic was updated with Version R67.7, Build 27.1.67.7. This is a screenshot of the last One Step Update Summary I performed. Is anyone else encountering this problem? I did file an official report.
I am a longtime Quicken for Windows user, and like others, Quicken is creating duplicate transactions when downloading. I later have to clean up the original transactions by deleting then (at lease that's what I think is going on). Nothing has changed in the way I use Quicken. I use Bill reminders extensively to generate…
We are getting reports of Bank of America users getting an FDP-105 error in Quicken Classic for Mac, and a CC-505 error in Quicken Classic for Windows when attempting to connect their accounts. This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as they become available,…
We are receiving reports that users of Farm Credit Services of America are currently unable to connect their accounts. This results in an "unexpected error occurred" message in Quicken Classic for Mac, and a CC-501 error in Quicken Windows. This has been escalated internally, though we do not have an ETA at this time. To…
We have been made aware that customers using Capital Group - American Funds are getting an OFX 16503 error when trying to connect or update accounts. This is impacting Windows and Mac. This error may also show as an OL-383-A, OL-383-B, or OL-292-B This has been escalated internally, though we do not have an ETA at this…
Multiple financial institutions are returning OL-292-B (Direct Connect) in Windows and Error 16503 in Mac, including but not limited to: Capital Group – American Funds Lincoln Financial 401(k) JPMorgan Janus Columbia Threadneedle Invesco DSW Investments Allspring Global Investments This has been escalated internally,…
As we welcome the month of May, we'd like ask you— What’s a completely normal thing your brain just refuses to do correctly? For me: the second I set something down (anything), it immediately stops existing. Cue me looking for it 2 seconds later like it vanished into another dimension. How about you? Be honest… we all have…
We have received confirmation that Human Interest is no longer supporting third-party aggregation. As a result, it will be removed from all Quicken products. If you are currently connected to Human Interest, please make your accounts manual so they are no longer connected to the bank. Follow the Deactivation instructions…
The latest Quicken for Windows release R67.7 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…
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 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…
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…
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