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Using Quicken Classic 8.3.3 on Mac OS. I repeatedly get an error when I manually enter a transaction in one of my investment accounts. Here are the steps: I select, say "Reinvest Dividend", type the security name (tab), type the transaction amount (tab), type the number of shares. Then hit enter. 9 times out of 10, the…
The past couple weeks I have been getting a barrage of emails which actually appear to be real that are offering Quicken subscriptions at a 60% discount. My instincts seem to indicate this is significant in a not-so-good way.
I closed an account and paid 20 dollars as a closeout fee by selling shares. When I downloaded this info from my custodian the data is recorded as a MiscExp. This shows -20 inv amt and -20 cash amt. So now, my investment account is showing -20 cash. How do I properly record this as a payment to my custodian so that my cash…
I have two AMEX cards. I have been able to update both accounts using one step update for years with no problem. Suddenly both accounts were showing as needing to be reconnected. So after doing this, I keep getting error message that one or the other account can not be "found at AMEX and one step update should be disabled".
I have not been nor really intend to sync to the cloud but for the fun of it I turned on sync and got this. [Edited - Language] Can someone suggest what this means? Maybe there is somewhere in the bowels of quicken data files that would actually show me what scheduled transaction is causing Quicken to complain.
I am using Quicken 2014 Deluxe on a Windows 11 desktop. It has run fine since I installed Windows 11 (2 months ago) until today. OS build 26200.7623 was installed on 1/14/26 and I have used quicken successfully several times since then but not today. I am getting a Quicken error code 7257 after entering a transaction and…
Hi, can anyone chime in on this—is the Fidelity issue where all downloaded transactions show "unidentified security" still ongoing? Any idea when it might be resolved?
My version: Please don't tell me to go to Bills & Income tab and select the "gear" then Payment Accounts…that option does not exist. I have spent 2 hours and can find no way to change the address. Every address option I can find for myself is correct but the system is finding an old address somewhere and I CANNOT FIND IT…
I started receiving a Sync Error when performing an update immediately after updating to Quicken Classic Deluxe 8.4.2 for macOS Sync Error Warning Quicken encountered an error while communicating with our servers. Try again later. If the error persists, contact Quicken Support. accounts upload: requests (76) don't match…
This discussion has been merged.
Hi everyone, I’m curious if anyone else finds the current "Bill and Income Reminders" window difficult to navigate once you have a lot of bills set up? I use Quicken Premier and rely heavily on the Bill Manager to track everything. Currently, if I need to edit a specific reminder, I have to scroll through a long,…
I am using version 8.4.2 and see that the date on my manually entered transaction change to the posting date when I download transactions and they are auto matched. How do I disable that function and keep the entered date?
FDRXX is a core position option that is treated as cash; however, downloaded transactions come down as "reinvested dividend income" to buy FDRXX. Since these transactions are not classified correctly, the cash balance at Fidelity does not reflect the cash balance in the quicken account. And, i must manually change these…
At the bottom of a credit card register, Quicken displays "Credit Remaining." But it is not current. It is apparently looking at the ending balance instead of the current or online balance. I enter scheduled transactions up to a year in advance for all accounts, including credit card accounts. In order to forecast my cash…
In the check # column, in the check register, it would be very helpful to remember what is entered there…such as Debt, Cash, Refund, Interest, Transfer…etc. The way it is setup now, I have to enter it manually every time I make an entry. I have found that I very seldom use checks anymore…just once in awhile…most of my…
I tried to send a check as I have done for years. This time it indicated I had to reverify my account. I went through the process, and it indicated that I would receive a couple of small deposits as part of the account verification. It has been almost 24 hours. How long does it typically take to receive the deposits so I…
We are getting reports that users are getting a $0 balance for their accounts connected with MyStreetScape Investments. 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…
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 currently investigating an issue in Quicken Windows where weekly paycheck reminders may be changed to $0 after running a One Step Update. This issue affects paycheck reminders that include splits or multiple deposits. When this occurs, it can impact paycheck reminders across all accounts, and validating the file does…
We are aware of issues with Hancock Whitney Bank Web returning errors CC-506/FDP-106 on Quicken Classic for Windows and 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 located in the upper right. If you…
Discover will begin its migration to a new API platform starting on 01/15/26. This will affect users in waves, meaning not all users of Discover will be affected at once. The affected Discover instances are: 9625 - Discover Card Account Center 7101 - Discover Card 12610 - Discover Bank To be notified of updates as they…
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 currently seeing an issue with Venmo returning a FDP-102 in Quicken for Mac or CC-502 in Quicken for Windows. Our teams are actively working to identify a fix. We appreciate your patience and will provide updates as more information becomes available but at this time we do not have an ETA. To be notified of updates…
Welcoming January and the New Year! This is your sign to pause and be kind 💬 Drop one positive word or affirmation for the next person who reads this 👇 Here's mine: You are doing better than you think, and that is enough!
The latest Quicken for Windows release R65.15 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…
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…
UPDATED 11/10/25 PNC Bank -Direct Connect and PNC - Web Connect
Great job to our most active members for this month!
