Discover tips, workflows and community insights to help you master Quicken at its best.
Select a category to get started.
All Quicken Classic categories will be listed here.
If there's an ongoing issue with Quicken Classic, we'll post it here.
Thinking about buying Quicken? Ask us your questions!
Need help using the community? Ask us here!
RESOLVED 6/2/26 Duplicate Transactions Suddenly Appearing for May
Here you'll find announcements about our products.
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.
NCSECU did an update to Member Access digital experience over the weekend, none of my NCSECU accounts are downloading. I have attempted to reset one of my accounts to no avail, it will attempt to login and give me and MFA text, but then errors out. This is an FYI, I don't think there is anything we can do until Quicken…
I need to download the past five months of my transactions from B of A. Today I reauthorized access to my B of A accounts. The Quicken Update window opened and said it was retrieving the past 170 days of transactions. But when I opened the accounts in Quicken only the most recent month's transactions were available to…
We have started rolling out Quicken Classic for Mac 9.1 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…
We are receiving reports that customers trying to connect Advancial FCU accounts to Quicken for Windows and Quicken for Mac are encountering an FDP-105/CC-505 error. This issue has been escalated internally; however, we do not currently have an ETA for resolution. To receive updates as they become available, please click…
For example, 'Ctrl + S' could be better for Save (where there is no shortcut defined) and a new definition for Split. Shortcut definitions should be set in Preferences
I would hope Quicken Mac can soon have some editing abilities we had in QM2007. Namely the functions of 'Move', 'Void', 'Add transaction to iCal'. Duplicate Transaction is a great addition! (Edited-Removed "Move" option as this is already available)
Add support for complex searches (using ==, >, exact match, etc.) on accounts filters
Right now the width of split transactions is fixed. The current width is quite narrow to be able to see the data entered, especially in the Tag and Transfer fields. But if you widen the register, the fields in the split screen do not change width. You may use the current widths as a minimum size but please allow the fields…
I have a manual bill to the same payee 4 times a year. The first payment is one amount and the remaining 3 payments are a different amount. What I'm seeing is create two manual bills from scratch. Would be nice to use the first manual bill as a template for the second. Version R67.10 Build 27.1.67.10.
Quicken Mac needs a wizard to handle two types of IRA withdrawals. One is a IRA to Roth IRA conversion withdrawal. The whole amount converted is taxable but the amount transferred into the tax-free Roth IRA account is less any withholding for taxes to IRS or State. The second is a RMD (Required Minimum Distribution)…
Right now, the only way to import security prices is via CSV-type file from the File menu in a particularly awkward format (exactly one tuple of symbol, price, and date per line). I think several things could be improved from this: Instead of being forced to import this data via the File menu, a button in the Security…
Trying to connect to Mountain America Credit Union using Quicken Connect and getting a CC-929 error. I know typical troubleshooting says to wait a couple hours and try again. I have done that. This has persisted for a couple of days now. I have also tried in a start from scratch file with the same result.
State Employee's Credit Union accounts are not updating. What is the best way to fix this?
Just started getting an Aggregator In Error (Account Mismatch:FDP-106) error for Wintrust iBusiness Banking downloads. Tried disconnecting my account and it won't let me set it up again due to this error. I gave them a call but it's a holiday so no dice.
I'm using the latest version of Quicken for Mac and have noticed a frustrating change in the Spending view. Previously, when viewing spending by month and category, Quicken displayed the actual dollar amount for the selected category. Now the chart only shows rounded values (for example, "$677" instead of "$701.97"),…
This is only an inconvenience, but why does Quicken have to open my data file including putting in the password to unencrypted it only to tell me there is an update and then doing a needless backup before downloading and installing the update to then re-open my data file. Almost every other app I have that notifies me of…
If I have a debit and deposit on the same day, Quicken for Mac will list my deposit after the debit and thereby show a red negative value in my register. The only way I can avoid this is to put the deposit date one day earlier than it actually occurs so I don't have to see my account appearing overdrawn when it's not. Is…
Hello. I'm running Quicken for Windows, R67.10. I've been using Quicken in the simplest possible way (really just checking and savings registers) for something like 30 years, all with manual entry, one transaction at a time. I've never downloaded directly from the bank into my registers, because the categories aren't the…
Since June 1, my Quicken was unable to connect to e*Trade. I had to deactivate and then try to set up again. Now, it says This Financial Institution only support simple investment, meaning I can only download position information, not transaction. Does anyone else have the same problem? If this it the case, can anyone…
We are getting some users reporting FDP-105 in Quicken Classic for Mac and CC-505 in Quicken Classic for Windows for Capital One/Capital One Card Services/Capital One Card - Current. 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…
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,…
PNC Bank is acquiring First Bank of Denver, CO. As part of this transition, customer accounts will be migrated to PNC, and existing First Bank connections in Quicken will no longer work. Key Dates June 18, 2026 FirstBank of Denver CO connections will be disconnected. Transaction downloads from FirstBank will stop. Intuit…
I am a night owl without a doubt. I love spending summer nights under the stars. It's one of my favorite things to do. The quiet peace, the fresh air, and the endlessly captivating wonder of the night sky make it my ultimate happy place. ✨🌙 What about you?
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…
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 to roll out Quicken Classic for Mac (8.0)! 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 product. Business &…
Join us and respond in the Water Cooler for a new Badge!
Great job to our most active members for this month!
