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If you have both Bank of America and Merrill accounts, be advised. The previous BofA connection has been deprecated by Quicken for a while (as evidenced by the "zzz-" prefix appearing on the financial institution.) I had trouble connecting earlier, so I assumed the next brick in the wall had appeared, and went through…
Good morning, all. My PNC Bank accounts have not downloaded any transactions since 2/23/2026. I am using Direct Connect. No errors, no warning, just no transactions. I have already Reset the connection, Deactivated/Reactivated connections, and still not transactions. I am using Quicken Classic version R66.18, Build…
I can't get my brokerage accounts at Fidelity to update. Quicken is throwing "CC-601 We cannot find an account with a non-zero balance or with any transactions in the last 12 months. Please check on your website and try again." This has been happening since yesterday. I have tried the usual tricks - e.g., de-authorizing,…
I downloaded 8.5.0 to try the new "minimum due" feature and see if it fixed another problem I had. After tinkering, it didn't address the second problem[1], so I decided to restore from backup from before I started tinkering. It asked me to reset the Quicken Cloud file, so that I had to re-link my accounts and eBills, but…
We have received several contacts from customers who are reporting issues updating accounts with PNC Bank – Direct Connect while using the financial institution's Direct Connect option. Customers who are encountering this issue are unable to update accounts with the financial institution; however, they are not receiving…
I was upgraded to the R 66.18 Build 27.1.66.18 this evening and found that my calendar view is broken again. It's malfunctioning exactly as it had been 10 months ago, when I first posted about it. Later on in 2025, the issue was resolved, and it had worked fine up until the latest update. The problem description is the…
For some reason, options that expire are not showing up in Quicken, and I have to manually enter those transactions. Quicken says that its holdings match the brokerage, but that is not true. A separate issue is that short stock sales are not registered as stock transactions, but are showing up as deposits. These must be…
We have received several contacts from customers who are encountering issues updating accounts with Oakmark Funds and Janus via Direct Connect in Quicken Classic for Windows. Customers whose bank account password for either of the financial institutions is saved in the Quicken password vault are prompted to enter a…
Had a computer crash and reinstalled Quicken classic, when I try to start Quicken, it flashes the opening screen then gives me a blank white screen with File and Help in the upper left corner. Spent 2 hours this morning with tech support only to be told that this is an unknown issue and to please check back later. I have…
Been a Quicken customer for +20 years. This has been going on occasionally for a few months. But, in the last (2) days I haven't been able to (update) download transactions from Fidelity Investments or Fidelity Rewards Credit Cards No error messages! I've spent MANY hours on the phone with so called "support" and managers…
This discussion was created from comments split from: Return to Franklin-Templeton ever? .
I understand there is functionality for a deep dive into the portfolio. This should be available to deluxe subscribers currently it’s not available. This is an easy change to improve the experience.
For nearly a couple months now, I have been unable to connect with my student loan provider, American Education Services. I've gone through a variety of errors from FDP-530 (see forum posts https://community.simplifimoney.com/discussion/15646/american-education-services-care-code-fdp-530 and )…
Hello I am trying to use Quicken on the web. I synced all accounts. I am unable to enter a transaction in the investment account. It does not show "+". It lists only holdings. Help! Thanks
so if we incorrectly delete an item we can restore it,
Can you please add more color chioces for the register? … any version … windows
HELP! When I create a report of some of last year's expenses, some of these expenses are listed as income in the report even though the $$ amounts are listed as expenses in the register. P.S. The updates I receive are automatic through my subscription to Quicken. Additional Information: Windows 11 Home Version: R66.23…
I can no longer import downloaded monthly statements from my Apple Card into Quicken Mac on 8.5.1 The file downloads to my MacBook Air (Tahoe 26.3) but is dimmed when I try to import it. This has just started happening in the past month. I use the proper import (File>Import>Bank or Brokerage File) that I have used in the…
After decades of using Quicken, I find it very annoying to have the blue dot "You have tasks to perform", when clicking on it, no tasks related show up. This is primarily investment accounts (CMA, etc). Why not have an option in Preferences that would allow one to "expire" the notifications if it happened before a certain…
Quicken Windows customers using scheduled transactions with split lines (such as paychecks or multi-category expenses) are reporting that the splits are re-ordered inconsistently after saving. This change of ordering occurs despite multiple attempts to save the splits in the correct order. Our teams are actively…
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…
We are aware that various financial institutions are producing a CC-601/FDP-101 error due to a script issue. This has already been escalated for the following banks: Ameris Bank - GA Bank of Hawaii MidFirst CIT Bank Everbank Oriental Bank Security Service Credit Union Renasant Bank Quicken Classic for Windows users will…
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 are investigating an error with CIT Bank Online, producing one of the following errors: QMAC - FDP-101 QWIN - CC-601 We will share updates as more information becomes available. 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…
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’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…
Hi everyone, We know some of you have been running into issues with your Fidelity accounts in Quicken. Thanks for your patience while we work through these. Below is the latest update on what’s happening, what’s fixed, and what you can do in the meantime. Fixed or Being Released Duplicate Transactions (Windows) – Some…
UPDATED 11/10/25 PNC Bank -Direct Connect and PNC - Web Connect
Great job to our most active members for this month!
