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The Community monthly newsletter where we discuss all the happenings of the month.
I hope you can answer a simple question that I am having a lot of trouble with but I shouldn't be. I moved my files from an old iMac with quicken 2002 to a 2005 Mac with Quicken 2006 or possibly 2007. It transferred and I see all the files, accounts and transactions and prices in the ledgers but I cannot for the life of me…
I am a long time Quicken Premier user; since the early 1990's. I have always purchased a new year's subscription (or version before subscriptions were the only option) from other sellers because it was 2/3 of Quicken's price. This year I am reading from the reviews on other Seller's sites that Quicken is not allowing the…
Very recently on one of my accounts (I use Quicken for Mac version 9.0.1), the categories for payees stop auto-filling when downloaded? These have worked forever, but in the last week or so have stopped working. They do work on several other of my Quicken accounts.
I wish to edit the list of accounts at Charles Schwab that are updated with Quicken One Step Update but many of the lists accounts are shown with three dots. How does everyone edit the list of accounts in Quicken One Step Update?
I just started using the Quicken Tax planner and it seems like it would be a good tool to estimate taxes when taking IRA withdrawals, but I am having a problem with the Marginal Tax Rate. If my total income for 2026 is $135k and my taxable income is $85k it correctly show the Marginal Tax Rate of 12%. If I adjust my total…
I am getting an accurate downloaded balance with OSU for my PayPal Mastercard (administered by Synchrony Bank)—but no transactions download. This seems to happen every few months, especially between my payment due date and my statement close date (7 business day gap per Synchrony). Can anyone explain what's going on…
I had a Pay Pal line of credit account that used to sync with Quicken for Mac. That LOC was upgraded to a Pay Pal Mastercard. When I try to connect the Quicken app for Mac to Paypal Mastercard, it is successful in recognizing the account and the balance at the time of connection is accurate. The account connects…
For some inexplicable and otherworldly reason, it appears a recent update removed the ability to save a Quicken file using the previous save/save as capabilities. Does anyone know why this was done and how either of these can be effected now?
I am running Quicken Windows Classic Premier, R67.10 Release Notes say a Monte Carlo sim has been added to Lifetime Planner. I see no Lifetime Planner (let alone a Monte Carlo sim). https://www.quicken.com/products/pricing-comparison-classic/ says that Classic Premier has a Lifetime Planner. What am I missing?
I have an investment account with Schwab and a bank account at Bank of America. Both accounts download into Quicken (I'm on Quicken for Mac). The category for both transfers uses the form: "Transfer:[name of account]. When the transactions download, the entry shows up as a deposit into the BA account, but no corresponding…
I have never been able to auto-download the following credit cards: Dicks Sporting Goods, Amazon, and Belks. Please help. [Edited - Readability]
Running Quicken Classic Deluxe on Win11— When entering a Misc Exp in the register for my investment account (such as for monthly advisor fees, etc.) it has historically (until March 2026) shown a cash transaction in the associated cash account. The last time it worked was Feb—now it converts the "Misc Exp" entry (from the…
I recently moved accounts with my brokerage. After creating a living trust Charles Schwab created a new account, moved the transactions and deleted the old account. Quicken will not let me delete the previous account because it says there are transactions to be accepted. The account shows a balance of 68 dollars but I have…
My Quicken Classic desktop account on Windows has been unable to connect to my primary bank (Advancial Credit Union) since May 25th. I have made multiple calls to Quicken, tried many things they suggested, and waited for weeks while they say their Banking Escalation Team is working the problem. I've used Quicken for…
I had a budget report where I would typically drill down into the detail. It appears to be stuck in that drill down window as there is no way to back out of the drill down window (Back arrow is not highlighted to return to budget). The interesting thing is that the report no longer has the budget selection window as…
This issue of recurring (bi-weekly, twice per month, etc. etc. has been an issue for a very long time. I found several posts and the Quicken team keeps closing them due to "low activity" or some other nonsense as seen here below. I for one encourage everyone to create tickets for this and force Quicken to deal with this.…
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…
We are seeing a trend of users experiencing FDP-103/CC-503 errors across all platforms. 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 ribbon located in the upper right. If you do not see the bookmark ribbon,…
We are seeing a trend of users getting FDP-103 and FDP-106 errors when attempting to connect to California Coast CU on Quicken Classic for Mac. We have not seen this trend on Quicken Classic for Windows so far yet. This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as…
We have received reports of users experiencing slowness when accepting downloaded transactions to their register. This will only affect users who have C2R(Compare to Register) enabled by having automatic entry turned off. This issue has been escalated internally; however, we do not currently have an ETA for resolution. To…
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 &…
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