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RESOLVED 8/5/26 American Express - CP_ACCOUNT_NOT_FOUND, and CC-800
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I'm not able to reconcile checks paid. The check number appears, no payee. Any suggestions? Help!
I just noticed this, although it's not new: in Quicken Mac's default — and user un-modifiable —Investments sub-categories, there are two sub-categories for Accrued Interest which have a Type=Expense rather than Type=Income. Why would these be expenses? It's not clear to me what Quicken intends the two Accrued Interest…
Right after a successful One Step Update I attempted to add a new BoA Credit card only to get the above title error. I deactivated ALL BoA accounts, erased financial info/account Numbers, removed the 3rd party link on BoA website, cleared cache, disabled all extensions in Chrome (Win11), used Tools - Add Account - Typed…
I am using quicken classic for Windows version R69.26. I am not very savvy when in comes to investment tracking. In looking at the value over time for my investments, it shows a period where I have over 30 million dollars. Actual is less than 500,00 dollars during this time. Transaction register shows correct stuff, but…
Make the 'Export to Excel' honor any filters in place. And I mean from the Actions menu on the main screen, not from a report. It honors the account I'm viewing but it always selects all dates even if I have a custom date range in play. That shouldn't be too hard to do.
The price of this 68389X105 ORACLE COMMON STK FD is being downloaded from my Fidelity 401k every day as 0.62 cents and the actual value is around $1,350. I have to update it every single day manually and it's super bothersome. Can it get fixed please? I called Fidelity and they said they have many tickets open - is anyone…
I'm running Classic Premier on my Mac, version 9.2.2 Is there a tool to reconcile the holdings in an investment account to the holdings balance in Merrill Lynch?
I would like to be able to auto-categorize downloaded transactions without having to rename the payee and losing information that's in the downloaded payee name. I would like to auto-categorize transactions with wildcards, such as Amazon*or *Giant*. [Edited - Readability]
I have bill reminders that I manually enter into the register when I confirm they are paid. Now they are automatically showing up in the register (without their categories) but not removed from the Bill Reminder section, so I'm still manually entering them. Then I end up with 2 entries in the register. If I did notice…
Selecting categories for reports can be quite an arduous task. If the search string is "Insurance:" the first occurance of any category that contains the search string will appear; e.g., Andy:College:Insurance. And In this case the ":" symbol is ignored. From that point you have to scroll forward to find other categories…
It says there are 6 transactions but nothing downloads. I see there are other questions as to when this will be fixed. It isn't fixed as of 9-12-26. If this isn't fixed by December I am thinking of now renewing my subscription.
When I go to choose the columns I want, "Balance" is not in the list. Is there a type of report where the "Balance" column is an option?
Quicken currently allows categories to be classified as Income or Expense. However, savings and investments are neither income nor true spending. I would like the Budget feature to separately track money intentionally allocated toward savings and investments. For example, if I plan to save $5,000 per month, the budget…
OSU randomly unlinks previously linked accounts. Only happens with Fidelity OSU. When I try to reset the accounts I find them sometimes linked sometimes not. In the reset process I may find them unlinked, so I relink. Still no download. If I find the account is linked I reset. Still no download. Once again Quicken causing…
We are investigating an issue affecting Quicken Canada for Windows in which multiple TD Bank BIDs prevent customers from completing the normal Add Account connection flow. When customers select an affected TD Bank instance, they may be forced into the Offline Account flow, preventing them from establishing an online…
We’re receiving reports from customers experiencing connectivity issues with Fidelity Investments, resulting in CC-501/FDP-2505 errors. This issue has been escalated to our internal team for further investigation. We don’t have an ETA for a resolution at this time, but we’ll share updates as soon as more information…
We’re receiving reports from customers experiencing connectivity issues with HSBC Bank USA following recent changes to HSBC’s login process. Reported Errors Quicken for Windows: CC-506 Quicken for Mac: FDP-324, FDP-5005, NO_ACCOUNTS_FOUND Simplifi: INVALID_CREDENTIAL This issue has been escalated to our internal team for…
We are seeing a trend of America First Credit Union connections affecting both Quicken for Windows and Quicken for Mac. Customers may receive: FDP-7500 / CP_SERVER_ERROR Account Error 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…
Sometimes it’s the little things that can completely change the mood of your day. It could be a good cup of coffee, hearing your favorite song, getting a phone call from someone you love, or simply enjoying a beautiful morning. ☀️ For me, it’s when someone smiles at me. It’s such a small gesture, but it always makes my day…
Hi Everyone, Quicken Support will be closed on Monday, 9/7/2026 in observance of the Labor Day holiday. As a reminder, all banking institutions will be closed on Labor Day, which will cause transactions and stock quote updates to be delayed by 24 - 48 hrs. We appreciate your patience and wish you all a safe and Happy…
The latest Quicken for Windows release R69.17 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 9.2 into a staged 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 —————————————————————————————————————————————————— Investments…
Some people love getting out of the house, exploring, socializing, trying new places, and staying busy. Others are happiest right where they are. I’ll admit it: I’m definitely a homebody! 🏡 Home is my safe place, and there’s just something comforting about being at home. Going out can be fun, and I enjoy it sometimes, but…
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…
Great job to our most active members for this month!
