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The Community monthly newsletter where we discuss all the happenings of the month.
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Hello, I own a licensed copy of Quicken 2017 Home & Business (perpetual license) and am reinstalling on a new laptop. My original installation was at R20.6 Build 26.1.20.6. All known patch sources are confirmed dead: - assistant.quicken.com patch URLs return 404 - quicknperlwiz.com returns 404 - Auto-update on fresh…
I have a Fidelity account set up with a linked checking account, and it's worked fine until recently. I believe the problem started around the time of this incident: RESOLVED 2/20/26 Fidelity Core Cash Transactions Downloading as “Cover Short Sale (CvrShrt)” . While the "Covered Short Sale" issue is no longer there, the…
I have been a quicken user for years but am stuck on 2013. Is there any where I can get a copy of a later version? Don’t need support or link to banks, happy to do everything manually. Brendan
For a portfolio that has: US Treasuries, State Muni bonds, Out-of-state Muni bonds, corp bonds, stocks and REITs, I need a way to classify interest income in two categories: Fed taxable , and state taxable. And to make this effort less tedious the categorization should done when downloading the interest income for each…
I am new to Quicken. I have a consulting business that is a single-member LLC, so just filing on a Schedule C. I am trying to run a report in Quicken to show income by month. I want to include subcategories to break out each of my clients. How do I do that? I am running the Business & Personal subscription in Quicken…
This morning, I ran my normal sync, and it totally messed up all my account balances. It ran and ran for a long time, and I had to end the session, as it didn't seem like it was doing anything, but when I reopened Quicken, all the balances were messed up! What the heck? Now I need to take my last backup and try to get…
This discussion was created from comments split from: One Step Update Doesn't Finish.
I am unable to deactivate my BofA accounts in Quicken. I click the Deactivate button only to get an endless cursor spinning, and have to use Task Manager to close Quicken. I went into BofA online and deactivated my Quicken / Inuit connection in Security Settings, and also Decline Quicken Connections on BofA login page. But…
How do you report accrued interest at maturity for a new US Treasury bill? The difference when sold is an unrealized gain.
Vanguard transaction download message: "An error has occurred." It looks like data downloads, and I cannot pinpoint the cause of the error or if there is, in fact, an error. [Edited - Readability]
How should I record occassional e-transfer from a family member for a purchase I made for them on my credit card?
Citibank recently closed one of my accounts due to suspected fraud, and issued me a new card. I could not figure a way to link the new account to the old account in Quicken, so closed the old account and started a new account in Quicken. The only problem is that it is also providing me with over 1000 transactions to review…
After 15yrs to 20yrs of worth data/usage/history and know there was issue with security list (because of "Unidentified Security" - tied to a corrupt security list I believe), I'm in process of setting up and transferring data (MASSIVE JOB) into a new quicken clean file. On my new clean file, what is the best method to…
I have totally messed up my Classic Quicken, and I want to start over for this year. How do I do that? [Edited-Readability]
I have reminders set up on my calendar that have split categories. For the last few months, the categories have switched with each other with the wrong amount being associated with each category. I have gone through my reminders and corrected them. However, after a few weeks of entering them as being actually paid, the…
The settings for the Investment registers don't have a Register Columns action. Among other things, this means that you can't for example select to display the Memo field as a column in the register. I use the Memo field pretty extensively and it's annoying to not be able to see it.
I run Quicken Classic Deluxe on my desktop PC. How can I run it on my laptop PC? Is there a charge for that 2nd installation?
I wish there was an option to show the password one is typing in to verify that one is doing it correctly. This is especially important with complex passwords.
I am looking for a bookkeeper to help manage my Quicken Classic Business and Personal. I have two businesses very simple. Recently hired first employee. Need someone to categorize correctly for P&L to be accurate.
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 are getting reports that users are unable to connect to PNC - Direct Connect because of an OL-297 error in Quicken Windows and -1202 error in Quicken Mac. 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…
FCS America is going through a migration that was pushed through earlier than expected. This early launch means that some customers may experience errors or missing transactions. If you encounter any of these errors or missing transactions, please contact Quicken Support for further assistance. To be notified of updates as…
We are currently seeing an issue with Bank of America returning a "Something went wrong" error in Quicken Classic. Users may encounter an error message: "Something went wrong. We're unable to authenticate you. Go to the Bank of America site or app you typically use to manage your third-party consents for assistance." This…
We are getting reports that users are currently unable to connect to PennyMac Home solutions in Quicken Classic for Windows & Mac. The financial institution is currently reporting connection issues and we are working with them to resolve it. This has been escalated internally, though we do not have an ETA at this time. To…
We are getting reports that users are unable to connect to Comerica Bank because of an FDP-106 error in Quicken Classic for Mac, and a CC-506 error in Quicken Classic for 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…
We are currently seeing an issue with American Express returning a CC-601 error in Windows or an FDP-101 error on Mac. This is a known issue, and we are actively working to resolve it as quickly as possible. At this time, we do not have an ETA for a fix, but we will share updates as soon as they become available. If you’re…
We are receiving reports that users have missing downloaded transactions for their MIDFLORIDA Credit Union accounts. This appears to have started around 3/13/26. We are aware of the issue and are currently investigating. While we don’t yet have an estimated timeframe for a fix, we will continue to share updates as soon as…
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…
UPDATED 11/10/25 PNC Bank -Direct Connect and PNC - Web Connect
Great job to our most active members for this month!
