Get resources and help from expert Quicken users and our Customer Care Team.
Select a category to get started:
Here you'll find announcements about our products.
If there's an ongoing issue with Quicken Classic, we'll post it here.
Need help using the community? Ask us here!
Thinking about buying Quicken? Ask us your questions!
Have an idea about Quicken? Add it here!
Everything you need to know about Quicken Classic for Windows.
Everything you need to know about Quicken Classic for Mac.
Everything you need to know about Quicken Mobile.
Everything you need to know about Quicken on the Web
Come here to discuss anything and everything about organizing your essential documents.
The Community monthly newsletter where we discuss all the happenings of the month.
Join us and respond in the Water Cooler for a new Badge!
UPDATED 11/10/25 PNC Bank -Direct Connect and PNC - Web Connect
Anyone else not getting transactions from Barclays Bank credit cards? There's no errors, and it definitely sees the online balance but it is not downloading the latest transactions and therefore states that it is not reconciling.
I do have a current membership. Been working on this for a few days and I think I've gone as far as I can go. I searched help, search the community, and talked with a Chatbot. Must be missing something. Need fresh eyes. Using Quicken Classic Premier version 8.5.2 with MAC OS 26.3.1. My last Scheduled Transaction in my…
This discussion was created from comments split from: Issues with VOYA - again .
I think the title pretty much says what I am scratching my head over and I think it's been going on a while. I use Quicken Premier and Win 11. So here's my story….When I pull a net worth report, the net worth shows about $200 more than the investment screen for my broker (Charles Schwab). I am somehow confident this has…
This discussion was created from comments split from: Why do I have to verify the Cash Balance? [Edited] .
Is there any way that I can adjust the share balance of a security without creating a placeholder entry or adjusting the cost of the security? This is an ongoing issue for me where my wealth management company uses NBIN as custodian, and there are monthly rounding adjustments of .001 shares up and down on some of the…
I need an authoritative answer; no guesses, and in sufficient detail to accomplish my intention. I'm trying to close permanently historic dead investment accounts. I keep getting an error attached. I've tried multiple ways to remove shares to zero them out, and nothing seems to work. what's the work around or method to…
I need an authoritative answer. Not a guess. I want to update to a Classic business/personal subscription. I'll update with a data start date of 1.1.2024 even though data goes back further. This will intentionally exclude over a decade and dozens of closed accounts. I ABSOLUTELY want to delete and NOT INCLUDE those dead…
Running Windows 11 desktop and Quicken Premier Classic. Quicken was working fine until it installed update R66.28 today. Now it keeps crashing. I have downloaded the update and reinstalled it as admin with antivirus and firewall shutdown. Can someone please help? Thank you, CCPJR
Subject: Subscription Value Concern: SSFCU Connectivity Unresolved for Months Body: I’m hoping to get clarity on a long‑running issue with Security Service Federal Credit Union (SSFCU) connectivity in Quicken Classic. For most of this calendar year, Quicken has been unable to connect to SSFCU using the standard online…
I am using a MacBook Pro, M1, OS 26.4.1, QMac 8.5.2. I have an investment portfolio containing a number of equities. As far as I can tell the only way I can list these equities is either alphabetical order by equity name, by investment type, by class or by holding period. I would like to be able to group the equities…
I am beyond frustrated with Quicken. When it works, it is wonderful, but way too often it glitches. Over the past few months, I have frequently experienced One Step Update taking several hours. I figured that part of the reason was that I was using an older PC and would frequently access the PC remotely from an iPad app. I…
I have Duke energy as my utility company, I have Quicken Classic Business and personal Desktop. I have set up mukltiple checking credit accounts for both personal and Business. The Duke Energy is paid autodraft from personal checking account for the personal home and for the 6 rental proeprties from tthe single business…
I have four LLCs. Are there any Quicken versions that would support my personal finances plus the four LLCs?
I tried to use quicken support for this question, but the agents solution was that I go through 10,000 transactions one by one. The transcript is below Redacted Support Transcript Profile image for [AGENT][AGENT]Active Fin • AI AgentHi! I'm Quin, an A.I. bot here to help with your Quicken needs. Which option can I help you…
Has anyone seen this issue before? My local credit union recently changed back-end systems, so I had to contact Quicken to get it resolved. Since then, after clicking on One Step Update and then Update Now, it opens the One Step Update Settings page. Clicking on Update Now works, but it's an extra step/new behavior. If I…
Not working for some time. Call Quicken and have had many discussions about this. Ticket # after ticket #, they have escalated to a higher support team, and still no resolution. Just spent another hour on the phone to be told they are still working on it. Not happy. [Removed-Third Party Software]. Help.
I have two similar credit cards (two different numbers, same type of VISA) with my bank. For some reason, the bank can't figure out how to identify them differently in the file that is downloaded to quicken, so i have the downloads for one of them turned off. Yet, there are three or four transactions that always are…
We are aware of an issue where users may be unable to re-add multiple VyStar Credit Union accounts due to FDP-106 or CC-506 errors during the connection process. This issue has been escalated internally; however, we do not currently have an estimated timeframe for resolution. To receive updates as they become available,…
We are aware of an issue with Grand Bank-Tulsa OK, not allowing customers to connect via Express Web Connect+ on Quicken Classic and Quicken Simplifi. Instead of being redirected to the financial institution's login page when customers click the ‘Sign In’ button in Quicken, they are taken to an error page that shows:…
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…
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 users…
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…
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…
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 8.3 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…
[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…
Great job to our most active members for this month!
