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I recently changed my Ally Bank password. After updating the password in Quicken, it tries to connect for a few seconds and then tells me: "Did you mistype your sign-in info? Please re-enter your credentials for AllyBank." I copy/pasted the password from my password manager, so it is not mistyped. The credentials are…
I recently purchased a new Windows 11 computer. I copied my data files from the old Windows 10 computer and installed Quicken Classic Business & Personal desktop, v. 65.29, Build 27.1.65.29. I got syncing error messages for most of my online checking, credit card, etc. accounts and was able to reset and use all but two. I…
Video: https://www.loom.com/share/3b00762353ff47aabb793217854bde9b Summary I've always setup my brokerage account as a basic asset account, and then I manually add transactions to keep a general balance, but it doesn't properly show me cost basis and profits, etc. I'm trying to get the brokerage account added to Quicken…
I run Quicken Premier v R65.29 on Windows 11 Pro. Recently opened 2 new Fidelity cash mgmt accounts that I would like to link to 2 existing checking accounts in my Quicken file. I am able to go through the whole process (including the approvals on the Fidelity website) but once it brings me back to Quicken, when I select…
I have my paycheck set to remind me to manually enter the check into my checking account every two weeks. I have noticed over the past several months that it has been entering a second deposit that does not have a category of "—Paycheck—", but rather "—Split—" with some unspecified accounts for accounts in the split…
Since a large number of dividends these days are qualified dividends, it would be nice if qualified dividend was an option within the Income (Div, Int, etc.) and Income Reinvested under Enter Transactions. Currently to enter a dividend as qualified, I have to change the download from my broker from Dividend to…
Recently Quicken started duplicating scheduled transactions. E.g., pensions deposited the 1st of the month show up four times in the same amount on the same day. Scheduled transactions that I deleted come back and appear again. I have deleted and re-entered recurring transactions that should be there and the problem…
🤔This may not work for everyone, however it did for me. If you don't have a Capital One account, create one online at CapitalOne.com. If you do have a current account, you'll use it. (Note: I didn't deactivate or close Discover on Quicken.) Open Quicken and click on the + at the top left above the account balances in the…
I received the errors when attempting to update both my US Bank and Navy Federal account information today.
After recording stock splits for DODFX (4:1) and DODGX (16:1) for our accounts at Schwab on 10/24/2025, I noticed several errors in the price history between Feb 2021 and July Oct 2025. There are more than 60 dates where the price is exactly 1/4 (DODFX) or 1/16 (DODGX) of the true historical price. And all the dates are…
I make donations through my investment company but want to show it in Quicken so I can follow my donations to these organizations. If I enter the organization with no amount, it doesn't show up on a report. What do I have to do to make it show up with zero amount. I was putting the amount in the memo field. I'm using Mac…
Periodically employers change payroll companies/systems which changes the paystub line-item layout compared to Track Paycheck line-item layout. It would be great if Quicken users had the ability to rearrange line-items up/down…within Track Paycheck to align with the revised paystub layout rather than delete items and readd…
I just followed the instructions to reauthorize my Discover accounts as required before February 11, 2026. However, this created new accounts instead of updating the original accounts. I asked the Quicken online help what to do and was instructed to deactivate the "new" accounts and delete them. Then, go back to the…
I have been a Quicken user for a few years, i.e., since the mid-1990s. I run Quicken, version R64.30, build 27.1.64.30, on my Windows 7 PC. No, I will not ‘upgrade’ the OS version. The problem is this: Adding an account for downloading does not work. I open the Add Account window, enter the Financial Institution, e.g., T.…
My Fidelity IRA account shows the correct account balance in the account, but the total shown in the Account Bar only includes 1 fund plus the cash in the account. This makes the total balance millions of dollars short. I have to add an adjustment manually to to get total to have the correct balance. My other accounts do…
on windows 11, latest Quicken update, have validated file, issue is new so far as I know. I have always had a loan paymnet as a budget item, but as I updated the budget for 2026, one of the categories is showing up both as an expense and as an income item. And, it is showing entries that, so far as I can tell, don't exist…
I need to get the files open to find capital improvememnts done to my use to update the basis before sale.
Why is my future transactions not showing in the register when I have them set to enter within 10 days of transaction? Also when I enter a manual future transaction it just disappears and can not even be found through the search option, what is going on? I love how these errors always start right after a suscription…
We’re aware of an issue where some customers may see a “Failed to download payment info” error when attempting to make payments through Quicken Bill Manager in Quicken Classic for Mac. At this time, payment allotments may not be updating correctly for customers experiencing this error. Our team is actively investigating…
We have received several reports from users that the Portfolio X-Ray tool available in Quicken Classic for Windows is incorrectly showing some holdings as ‘Not Classified’. It appears like this issue mostly affects ETF-type assets. Our team is actively investigating this and working toward a fix. We apologize for the…
We are receiving reports that America First Credit Union is returning Direct Connect errors when users attempt to add or update accounts in Quicken. Our team is actively investigating this and working toward a fix. We apologize for the inconvenience and appreciate your patience while we resolve the issue. To be notified of…
We are aware of an issue with NY’s College Savings Program BID 66574 returning the following errors: QWIN: CC-502 QMAC: FDP-102 Our team is actively investigating this and working toward a fix. We apologize for the inconvenience and appreciate your patience while we resolve the issue. To be notified of updates as they…
We are aware of a connection issue with Berkshire Bank WC BID 55692. An error may not show in-product, but we are seeing these errors internally. Our team is actively investigating this and working toward a fix. We apologize for the inconvenience and appreciate your patience while we resolve the issue. To be notified of…
We are aware of an issue with EQ Bank returning the following errors when customers attempt to add or update accounts: Quicken for Windows: CC-506 Quicken for Mac: FDP-106 Our team is actively investigating this and working toward a fix. We apologize for the inconvenience and appreciate your patience while we resolve the…
We are receiving contacts from customers who are unable to connect or update their accounts with Vancity Credit Union due to the following connection errors: Quicken for Windows: CC-502 Quicken for Mac: FDP-102 It appears like the connection issues may be the result of a recent change on the FI site. Our team is actively…
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!
Microsoft is reporting outages on their end that are affecting Outlook users' ability to send/receive emails currently. This may prevent Quicken users who use Outlook from receiving MFA codes. You can switch to phone MFA options from the bank's website, or wait until the outage resolves. To be notified of updates as they…
We have started rolling out Quicken Classic for Mac 8.4 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…
UPDATED 11/10/25 PNC Bank -Direct Connect and PNC - Web Connect
Great job to our most active members for this month!
