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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'm on Social Security. The amount typically changes once a year. Currently, I post my SS transactions by using a Bill Reminder in Quicken. When I receive the annual notice of an upcoming change coming in a couple of months, I have to create a new Bill Reminder with new dates and amounts, however all other information…
I'm on Windows 11 and Quicken release R64.29. Issue started Saturday 2/21. Name of the bank is The Golden 1 Credit Union Error message CC-505. The error occurred after a digital banking upgrade. When I reached out via email I got this response: Golden 1 Response: Thank you for reaching out to us. We understand how…
I have a bill that is $100/month beginning Jan 1 so I set up a Bill Reminder. I receive notice from my vendor in May, that as of July 1, it will bill at $125. Today in Quicken, to manage that scenario, I either have to remember to change the amount after June 1 to $125, or I put an end date on the first reminder to end…
When associating tax-related medical categories with Schedule A, there are items for Doctors, Dentists, Hospitals; Medical Mileage; Medical Travel and Lodging; and Medicine and Drugs. There are not items for Medical Insurance and Medical Supplies. Please add these two items to Schedule A tax related items, as well as a…
I see the 9.2 update allows money market funds to be treated as cash, if the funds are at Fidelity or Schwab or Northern Trust. This was a needed update. What about other financial institutions? I have the treat as cash option available in account settings for Fidelity, but not for any other investment accounts.
Is there a way to exclude a single ContribX transaction from cash flow? When I export my fund performance report to Excel, filter out all of the fees, my IRR is off about about 50 bps from what my Morgan Stanley performance (less fees) report says. If I zero out one particular odd looking ContribX transaction, my IRR comes…
I have Quicken classic v R68.31, Build 27.1.68.31 I use a desktop with Window 11 installed. I am not sure if the problem started as soon as I installed the new version, since I went out of town for a few days before using Quicken again. It had been updating fine previously. When I tried to update yesterday evening I got a…
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 continue to have an issue with the Web Connect and the Nordstrom’s credit card. In November 2025, in the discussion “Nordstrom transactions in account reversed”, I commented “I'm having the same problem, and this started last month (I manually corrected each purchase transaction last month). This month, similar to last…
Windows Quicken Classic Premier Version R69.17 Build 27.1.69.17 While filling in split transactions, I use my TAB key to go from field to field and to the next line. Today after I entered the amount and clicked TAB and started typing into what should have been the next category on line 2, it turned out that I was typing…
Why there are no bar charts in those reports ? Are you considering this feature ?
This discussion was created from comments split from: America First Credit Union - (Error Code -1).
Investing Portfolio Tab does not account for all closed or hidden accounts. Why ? Please add the ability for Portfolio to consider all accounts (including closed and hidden), in order for us to see the evolution of portfolio over time. The print below shows only one account being considered. I have 3 or for former accounts…
Please this options to reports.
I have a CapitalOne/Venture account and I would like to use QuickPay to pay the monthly statement. However, when I try to set this account up for QuickPay, the statement billing address is not one of the 37 addresses listed when I do a search. Why is that and is there something that can be done to fix that? I am nusing…
I put my email as my username. Can it be changed please so my email address is not exposed?
I am Trying to set up a download for NetXInvestor. Is it a number from my broker that I need or an account code? I have been given 2 different ones. Is there any way to locate this number on my own? I have looked through the discussions and nothing seems to say resolved.
Closed an investment account. Quicken "removed" the stocks that had remained in the account- due to placeholder problems. Account now shows with a negative balance. Can't edit it as the account is closed. How do I zero out the balance?
When a Capital One payment is credited, instead of coming from the paying bank, the payment is coming from the same Capital One account.
We are currently receiving reports that users are seeing an FDP-176 error in Quicken for Mac with Victory Capital. This issue has been escalated to our internal teams. While we don’t yet have an ETA for a fix, we will continue to provide updates as soon as new information becomes available. To be notified of updates as…
We are receiving reports from users who are unable to connect to America First Credit Union and are encountering the FDP-102 error. We are aware of this issue, and our team is actively working toward a resolution. At this time, we do not have an estimated timeframe for a fix, but we will continue to provide updates as new…
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…
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 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…
Great job to our most active members for this month!
