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I can't take it much longer. It's been going on for way too long and I have literally tried every trick in the book to fix it. It takes forever to do ANYTHING in Quicken. Change accounts, click on a transaction, enter a new transaction, save a transaction, update a split, scroll through the register. When I say anything, I…
I don't know if it's related to this notice: https://community.quicken.com/discussion/7971451/new-2-25-26-fidelity-investments-missing-transactions-incorrect-balance-missing-securities-etc#latest But over the last few days, I'm noticing various security price quotes be imported during OSU for securities held at Fidelity…
One of my Chase investment accounts was setup for Detailed Transaction tracking. The account is managed my Chase so there are a lot of transactions. Unfortunately, after 7 years the balance online and the balance in my Investment Portfolio keeps getting further apart. Over the years I've made comparison to the online…
I am resurrecting the closed discussion below. The problem still exists in at the end of 2025. Editing the duplicate transaction will corrupt the hidden transaction. The work around is to move to a different register and return to the original register. I showed this bug to a Quicken agent on 9/25/2025 Ticket #11968422.…
Hi - using Quicken for Mac in Canada. One of my accounts holds mutual funds. I get a monthly fee rebate of a few cents on each fund I hold. Those amounts are reinvested for more shares, but they are not dividends or interest being reinvested. Is it possible to create a new category? In my case I would want one called…
Golden 1 Credit Union upgraded their system on Saturday 2/21/2026 and now I'm unable to get connected. Depending on which Golden 1 CU I choose when I start to setup the connection I get one of the 2 errors below. I've tried disconnecting my accounts and creating a new connection but still couldn't get connected. I did wait…
Since approximately update R66.18 Build 27.1.66.18, Fidelity NetBenefits appears to download incorrect pricing data when I sync outside of trading hours. I am not completely certain the issue began with that release, but the timing seems to align. I have 10 funds in my NetBenefits 401(k). When I sync early in the morning…
Placeholder entries are created even though downloaded transactions are complete and accurate. I have to delete these errant placeholders after every download. Problem only started a few days ago. What's going on???
Today when I tried to do a One Step Update, Quicken said I need to reauthorize all my Bank of America accounts. I tried to reauthorize and got a Bad Request error. I then deactivated all my Bank of America Accounts and setup them up again - same error. So, Bank of America isn't working. Anyone else having this issue?
I cannot get memo?notes to show up in reports. Under edit Advanced>Memo/Notes Contains, I see where you have to put in a specific word. I want to see ALL the memo/notes associated with any transactions in the report. How do I do that? Thanks
Quicken will not download transactions from my Fidelity cash Management account . My Investment account and IRA account were working. I have tried all steps recommended in all posts I have found. I cannot de-activate because the account no longer has on-line services. I cannot add on-line service because while going…
The activation of download for one of my Citi card accounts causes the other Citi card account to fail. I cannot find a solution to this specific issue. Apparently related to express web connect change from the old way. Citibank says it is a Quicken issue. Fix this or give me a refund. [Edited - Readability]
We have started rolling out Quicken Classic for Mac 8.5 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…
Recently, my downloaded transactions' Payee text field is getting very long, as they more often precede unique text with very common terms, like "External Withdrawal" or "External Deposit" which increases the field length unnecessarily, affecting log viewing, sorting and reports by sliding more useful descriptive info…
Hi, Today's update just deleted all my BOA accounts, I reauthorized them and downloaded the last few transactions. I had years of history that I need. Any ideas on how to fix it?
Starting today, 2/24/2026, Bank of America will begin a migration where the following bids will be affected: 6312 Barnes & Noble BOA 26700 FIA Card Services - 9363 World Wildlife Fund Plat. Visa MC 23256 AAA Financial Credit Card 7377 NEA-R BOAMasterCard 40854 Bankcard Services Express Web Connect B Credit Card 26757 Bank…
We’ve received reports from some users connecting to American Express who are seeing an online balance of $0, while the balance in Quicken remains accurate. We are aware of this issue, and our team is actively working to resolve it as quickly as possible. While we don’t yet have an estimated timeframe for a fix, we…
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…
We’ve received reports from some users that transactions are missing, while others are seeing incorrect balances or a $0 balance. There have also been reports of missing securities, along with other issues. If you are experiencing any of these problems, please contact Quicken technical support. We are gathering information…
Users on both Quicken Classic for Windows and Quicken Classic for Mac are reporting connection errors when attempting to update accounts with Golden 1 Credit Union. 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 getting reports that users are unable to connect to Boeing Employees' Credit Union using Direct Connect. In Quicken Classic for Windows, this generates an OL-294-A error, and in Quicken Classic for Mac, users see an OFX error 16503. This has been escalated internally, though we do not have an ETA at this time. To be…
US Bank Brokerage accounts have been temporarily paused while US Bank performs maintenance. US Bank estimates that this specific account type will be unavailable for approximately one week. For further information or help, please contact US Bank at 1-800-872-2657. Thank you for your patience while this issue is resolved—
Users are reporting that, with the new Bilt Rewards BID through Plaid, transactions aren’t downloading, and the balance is incorrect. Some users have reported starting with no transactions, and others have said the connection worked initially, but transactions have stopped downloading since then. We’ve also had a some…
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…
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!
UPDATED 11/10/25 PNC Bank -Direct Connect and PNC - Web Connect
Great job to our most active members for this month!
