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The Community monthly newsletter where we discuss all the happenings of the month.
You recently released an update and raved about "entities." But you didn't clearly state that this feature is only available in a very obscure Quicken version. Come on, can't your tech writers stick in one sentence at the start of the FAQ that says: "Only available on XXX version." Plus, your marketing team should be…
Greetings: QWin Classic Business & Personal R68.31 Created category for Backup Withholding, tax-related 1099-MISC, Federal tax withheld as a subcategory of Tax Spouse. The tax planner retrieves the data from the data file, but places the values in the Self, not Spouse category. Note: normal w2 withholding is properly…
Hi, Running Quicken R68.31 on Windows 11 Pro. I have an alternative investment fund that is a holding in a brokerage account. The brokerage account in Quicken uses the Complete tracking method, and the fund is a holding within that account. The account is at Morgan Stanley (MS), and transactions are downloaded. The fund is…
hi all, how to get Alert when the Lowest Balance Forecast for any accounts gets negative? Also, how to set it for 5 days for all accounts? I want to get Alert in the Quicken to know about any account balance goes negative in 5 days, so I can act. Sale MM Fund, transfer from another account, etc. I need active way to get…
Anyone else pissed off from the email announcing another annual subscription price increase and telling us "Your continued support helps us keep improving the product you rely on — from fixing over 200 bugs to enhancing performance." - So … they constantly have bugs to fix and raise the prices annually anyway??? Criminal!!!
I'd prefer not to use Quicken's online /cloud storage for my financial information. Until today (8/31/26) on the Windows Classic version R68.31, I could log in to my brokerage account, select to download X days of account activity and holdings to Quicken, and not have Quicken's online services involved. TODAY it would not…
Below is a post from 2023 regarding Disappearing reconciled transactions. It was closed. The problem has not been corrected. I have spent hours trying to fix/find the problem, Validate data, use backups, all the suggestions. It STILL happens in ALL my accounts. Is there any hope? I am so sick of fixing stuff in Quicken. I…
The Account Balances report under Report > Net Worth & Balances is giving me wrong security balances in just 1 of my 4 investment accounts. On the actual report page, the Date Range is set to Last Month and the Interval to Month. Under Customize, I've checked the Cents and the Account Detail boxes and am looking only at my…
Golden 1 Credit Union upgraded their system on Saturday 2/21/2026 and now I'm unable to get connected. Depending on which Golden 1 CU I choose when I start to setup the connection I get one of the 2 errors below. I've tried disconnecting my accounts and creating a new connection but still couldn't get connected. I did wait…
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'll admit that I do not use Securities details with my investment accounts, rather I just update the accounts' value each month from the broker statement, using a "made-up" security called Change in Value. It has worked for me for my Net Worth purpose for years, and have no desire for more detail within Quicken. However,…
I have owned shares in the Vanguard S&P 500 Index ETF mutual fund for a few years. When I bought the mutual fund, Quicken named it "Vanguard S&P 500 Index Fund ETF Shares." On July 26, 2025, Quicken created a new name for the fund, Vanguard EFT 500 Index, removed the shares from "Vanguard S&P 500 Index Fund ETF Shares,"…
All my accounts seem to transfer transactions to their corresponding cash account with no problem; however, I have one Roth account that, when I enter a transaction, does not transfer the cash. I have to create a separate withdrawal transaction to get the cash over into its cash accounts. how do i fix this so that the cash…
I have set it to sync to the cloud when closing Quicken on Windows VR68.31. Until recently, that worked without issue. Two weeks ago, I had to reinstall Quicken desktop on my computer and restore my last backup. Since then, it has stopped working, and I have to remember to manually sync before closing. I have verified that…
Sometimes it’s the little things that can completely change the mood of your day. It could be a good cup of coffee, hearing your favorite song, getting a phone call from someone you love, or simply enjoying a beautiful morning. ☀️ For me, it’s when someone smiles at me. It’s such a small gesture, but it always makes my day…
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…
Why did One Step start weirdly merging transactions from 2 accounts into one account? I have tried to reset and re-link to the existing account that was already set up, but the reset function does not separate them like they used to be. I sure don't want to deactivate the account and re -download into a fresh account to…
We have identified that users with Comerica Bank - Personal Trust Online are receiving an FDP-106 in Quicken Classic for Mac and CC-506 in Quicken Classic for Windows. 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…
We have identified that users with Axos Bank are receiving an FDP-103 / CC-503 error in QMac and QWIN. The following connection options may be affected: Axos Bank - Bus Axos Bank Business DC Axos Bank Business WC Axos Bank DC Axos Bank WC This has been escalated internally, though we do not have an ETA at this time. To be…
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…
Great job to our most active members for this month!
