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RESOLVED 8/5/26 American Express - CP_ACCOUNT_NOT_FOUND, and CC-800
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The Community monthly newsletter where we discuss all the happenings of the month.
I am using Quciken Classic on Windows, R68.31 If I have a line selected in the register, when I try to scroll the screen (either up or down), when the selected transaction gets to the top or bottom (respectively), the screen jumps back so that the selected item is near the middle of the screen. It does not matter if I use…
The system does not update the placeholders at the download. This list of placeholders over time has given me a 30% total differential on my totals and left me with about 1,000 placeholders to update and correct. There has to be a way for the system to go back the next day and complete the information that is missing in…
Fidelity locks some IRA accounts out of checkwriting. Here's a (long, tedious) way to get around that. I don't recommend going to the trouble, but I had already bought the printer checks, and when a system doesn't let me do something perfectly reasonable I take it as a challenge. I make a lot of Qualified Charitable…
I compare my holding and balances with the brokerages using the Online Center frequently. My Schwab account uses SWVXX as cash. Quickens register balance correctly includes the value of SWVXX in cash. It matches the $19,347.54 total cash on Schwab's website. But the Online Center omits the value of SWVXX and only shows the…
Just now I had to reauthorize with Schwab, and Quicken failed to link my existing accounts. Note that I did not uncheck any accounts on the FI's website: Then I hit Finish and went into one account and did Set up download. Quicken only defaulted to link one of the accounts, and I specified to link the other: This happened…
The community has posted multiple errors around importing Rocket Mortgage and the account balance being reported as zero. At this point, Quicken really owes an update to the timing and efforts to resolve this issue. It has been 6 month without a meaningful update. Please tell me that somebody is working on this!
Attempting to set up a new account for Rocket Mortgage. Rocket Mortgage shows up under "Search for your financial institution", click continue on the "Add Account" screen, click Sign In on the "Rocket Mortgage needs you to authorize your accounts" screen, browser launches, I authorize, browser states, "Your accounts have…
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…
I am trying to add Community America Credit Union as an account on Quicken Classic. I am doing so as they took over my previous credit union, Unify. Is anyone having a problem linking to Community America?
Is anyone still having challenges downloading transactions with Vancity. I cannot download checking accounts or Registered Accounts, but I am able to download Savings Accounts. I still get Error OL-220-A Vancity seems mystified about this and feel I am the only one having the trouble… All was fine until they decided to…
@AMP61 @Quicken Laura @Arctic Hare @NotACPA This is in response to the post by Amp61 on May 11, 2026, I don't know if this problem was solved as the discussion was closed without a clear answer, but there is a simple fix for this problem that has worked for me in the past. (Quicken Canada Windows Business &Personal R68.32)…
I saw something on the Pass Key topic in Windows Classic but not here for Mac, however, the issue is the same. Quicken does not support Pass Keys for connecting accounts and that needs to be fixed. Screen shot attached. Health Equity has gone to pass keys several months ago, and I have other CC accounts that are doing the…
I'm trying to locate and view my investment transaction list. I cant seem to find any option to display the list
Can I restore Quicken backup taken on Windows to Mac? Is look and feel of Quicken usage similar or different?
We are seeing a trend of users receiving an OL-332-A error in Quicken Classic for Windows when trying to connect their Regions Bank Direct Connect accounts (error will differ for Quicken Classic for Mac). This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as they become…
We are aware of an issue with HealthEquity. Users are unable to enter a required "Passkey" that is needed to log in during authorization, which ultimately results in an FDP-108 in Quicken Classic for Mac and a CC-508 in Quicken Classic for Windows. This has been escalated internally, though we do not have an ETA at this…
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…
We have received reports that users are unable to update or connect their Northwestern Mutual accounts because of OL-301-A in Quicken Windows and a 2000 error in Quicken Mac. Mac users will see an error message that says they need to verify their credentials at the Northwestern Mutual website and link to Quicken through…
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…
Users with Raymond James & Associates are reporting errors. Users on Quicken Classic for Windows are experiencing Error: OL - 301 - A. Users on Quicken Classic for Mac are experiencing Error: 2000. This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as they become…
We are aware of an issue impacting both CIT Bank N.A New Login and CIT Bank Online: Customers may encounter the following error codes: FDP-105 FDP-101 FDP-102 CC-601 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…
We are receiving reports that customers trying to connect their Ascensus accounts in both Quicken for Mac and Quicken for Windows are encountering FDP-102 / CC-502 errors. We are aware of this issue, and our team is actively working to resolve it as quickly as possible. At this time, we do not have an estimated timeframe…
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!
