Discover tips, workflows and community insights to help you master Quicken at its best.
Select a category to get started.
All Quicken Classic categories will be listed here.
If there's an ongoing issue with Quicken Classic, we'll post it here.
Thinking about buying Quicken? Ask us your questions!
Need help using the community? Ask us here!
RESOLVED 6/2/26 Duplicate Transactions Suddenly Appearing for May
Here you'll find announcements about our products.
Have an idea about Quicken? Add it here!
Everything you need to know about Quicken Classic for Windows.
Everything you need to know about Quicken Classic for Mac.
Everything you need to know about Quicken Mobile.
Everything you need to know about Quicken on the Web
Come here to discuss anything and everything about organizing your essential documents.
The Community monthly newsletter where we discuss all the happenings of the month.
Trying to add a vanguard account (Direct Connect). I get prompted for username/password, the popup appears stating that it is looking for accounts, but then it just disappears with no errors, no accounts added, and I'm back at the main Quicken screen.
Opened Quicken to this:[ No mention of this on Manual Patch web site and no mention here. Also no Release Notes in Quicken under Help tab. So, what does this release bring to us?
This is a known problem, and I can't tell that anyone is attending to it. My monthly salary reminder is set to split into expected categories, taxes, etc. I reported this last autumn, and I just looked at my June salary, and the numeric inputs are disassociated with their categories. That's very bad. I use Classic for…
Hello, I am using OSX 12.7.6 and have Quicken Deluxe 8.5.2. Since 2/15/26, I have not been able to download transactions from my bank (Police and Fire Federal Credit Union), so I used Quicken only manually and eventually stopped using it altogether. I need to use it though and have been trying to get it to work for the…
Quicken Classic Deluxe Version 9.0.3 (Build 900.60651.100) MacOS Tahoe 26.5.1 There were problems back in January '26 when PNC overhauled their website and started having similar issues approximately 6/22/26. The first issue was with bank bill pay. Support had me disconnect PNC from online update, and I was never able to…
Feature Request: Let Mortgage Principal Transfers Show in the BudgetWhat I Discovered While Actually Using This If my monthly mortgage payment is $1,454.66, here is what shows up in my Quicken budget for Housing: Interest: yes Escrow: yes Principal: nowhere That is not a rounding error. That is Quicken working exactly as…
This new pop up feature slows down the work flow if we do not want to be reminded of this option on every transaction. Make a way to siable it
Please add functionality to change Fonts for printing checks. Thank you.
On 6/29/26, HON completed its spinoff of HONA with two aspects in play: HON shareholders received 1 share of HON for every 2 shares of HON held, and After the spinoff, HON underwent a 1-for-2 reverse split. On 6/29/26, HON closed at 227.80 and HONA closed at 220.19. So, if an investor started with 100 shares of HON, they…
I could not be more frustrated right now and this has just ruined my Sunday morning. I reset my American Express accounts and now One Step Update has quadrupled past transactions to the point where this is truly not worth the time to reconcile and fix and I fear I may have to start a brand new file. When I load a backup,…
Relunctantly updated to Version R68.25 Build 27.1.68.25 this morning, on the last day of the month. Now, I can't sync most of my accounts.
Cannot download transactions from TD Bank credit card. Bank accounts are ok. Credit card accounts are disconnected and won't reconnect. Checked TD bank-linked services, and the CC is checked for sharing. [Edited - Readability]
My Quicken file dates back to Jan 1,1998. It has become cumbersomely large. It takes around 4 minutes to load or to save and with each saved iteration, which duplicates all old data, consumes excessive storage space. I would like to save a copy of this file offline and put it in storage. Then I would like to select a date,…
I have Quicken Classic (Premier) 9.1.0, running on my Mac with MacOS Tahoe 26.5.1. For the past few days, Quicken can't download transactions from Vanguard. Each time I try, Quicken asks me to re-input my Vanguard credentials, to no avail. This has happened before, and eventually it is resolved. I'm hoping this will solve…
Idea: One Checkbox Would Fix Mortgage Budgeting in Quicken MacQuicken Classic Deluxe for Mac v9.1.0 - June 29, 2026 The Fix Add one checkbox to split transactions and scheduled reminders: [ ] Include this transfer in Budget When checked, the transaction still behaves as a transfer. Loan balance stays accurate. Net worth…
We have started rolling out Quicken Classic for Mac 9.1 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…
We are aware of an issue with how Fidelity money market funds are represented in Quicken for Mac. Fidelity sends the money market security in the API (previously through OFX) as both a security holding and in the cash balance for the core money market. For example: SPAXX — you own $100,000 as 100,000 shares. Fidelity sends…
Customers using a variety of E*TRADE BIDs are receiving an FDP-102/CC-502 in Quicken Classic for Windows and Mac after waiting 24 hours. This has been escalated internally, though we do not have an ETA at this time and our teams are looking to collect more information. If you are experiencing this issue, please contact…
We are seeing several users on Quicken Classic for Windows receiving a CC-501/FDP-101 error when trying to add accounts from Advancial FCU. 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…
Since June 1, my Quicken was unable to connect to e*Trade. I had to deactivate and then try to set up again. Now, it says This Financial Institution only support simple investment, meaning I can only download position information, not transaction. Does anyone else have the same problem? If this it the case, can anyone…
We have multiple users reporting that they are seeing an FDP-155 error for LendingClub, which has rebranded to Happen Bank, and has caused a broken connection within Quicken. 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…
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…
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…
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…
Join us and respond in the Water Cooler for a new Badge!
Great job to our most active members for this month!
