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Several attempts to update/download WFB. The only message is "an error occurred". No Error Code.
This discussion was created from comments split from: Return to Franklin-Templeton ever? .
When I click on the "0" in my budget report, I see a sub-report that correctly lists all the transactions I'm expecting — I followed the AI instructions on how to fix.., All the transactions are categorized as "Income" and not as transfers, and the report settings are set to include all transfers. AI is at a dead end, does…
I have tried several times now. Everything goes smoothly up until I finish the process, and then…. nothing. It's as if I never even began to add the account. No errors, no login failures. Just… nothing.
This discussion was created from comments split from: My Bank reconciliation is a mess. Starting balance from last month is off. Items reconciled last mo .
Having a new issue where the next deposit (paycheck) is disappearing. Not the whole series, only the next one. For example, two paychecks, 15th and last day - I see April on with no issues, but 3/31 for both continually disappear. I can edit the series and they will show but then after an update or a period of time they…
I have at least 10 different bills in the "Bills & Income" list that say "Awaiting next bill" and have been saying this for MONTHS. I have recently missed two payments because these bills never let me know there was a new bill. I have searched here on the forums and none of the solutions they have suggested work. My…
"Set pw when modifying transactions" …… Does this prevent changes to the data when upgraded for the whole database or just the file.?
Background: opening a new business and want to track it completely separate from personal finances in both Quicken and at Tax time. We might switch to QuickBooks later, but I know quicken and I need to start tracking quickly. And I know Quicken doesnt really have an owner's equity construct. That said: I've read from the…
This discussion was created from comments split from: Fidelity IRA account multiple problems with balance, cash, realized gains/loss, add shares .
When generating a Category report, I get many duplicate transactions even though only one is shown in the account register. Clicking on either takes me back to the same and only transaction in the register.
This discussion was created from comments split from: As I try to continue reconciling Q Classic Cda to Excel .
Good morning, PAHO FCU has recently upgraded its website. I need to reset the link for my accounts to download transactions. I have followed the steps to disconnect and reconnect the account but continue receiving log on errors. It might be that the Quicken link provided in the list of financial institutions is incorrect.…
afin de continuer a utiliser QUICKEN 1998 j'aurais besoin d'avoir QUICKEN 2013 en français, ou peut on obtenir ce logiciel par téléchargement est il exact que pour récupérer QUICKEN 1998 il faut passer par QUICKEN 2013 merci d'une réponse rapide —— English Translation: Obtain Quicken 2013 In order to continue using Quicken…
I have experienced more than a few issues with cash transactions in an IRA account at Fidelity. Currently, the Cash total agrees between Fidelity and my Quicken file. But the account totals do not. That difference (about $33,000) reduces to exactly $3.00 if I delete two types of entries in Quicken. The first one is…
I searched to see if I could find the "known product issues" related to Citi downloads but, for some reason, came up empty… I have a Citi Visa card. When I do my OSU, I get an alert saying "Citibank is reporting connection issues…The associated accounts can't update right now. We are investigating the issue." But I ALSO…
1° EST IL EXACT QU'il faut absolument passer par QUICKEN 2004 POUR transporter les donnees de quicken 98 VERS QUICKEN 2013 2) si affirmatif comment trouver un quicken 2004 MERCI de votre réponse car je suis bloqué dp 27 03 2026 —— Translation: QUICKEN 98 TRANSFER TO QUICKEN 2013 1° Is it true that it is absolutely…
We are getting reports that users are currently unable to connect to PennyMac Home solutions in Quicken Classic for Windows & Mac. The financial institution is currently reporting connection issues and we are working with them to resolve it. This has been escalated internally, though we do not have an ETA at this time. To…
We are getting reports that users are unable to connect to Comerica Bank because of an FDP-106 error in Quicken Classic for Mac, and a CC-506 error 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…
We’ve received reports from users indicating that the money market fund FZDXX is not appearing as a security in Quicken for Mac. While transactions for the fund may still be visible and reflected in the cash balance, this behavior can cause discrepancies between Quicken and Fidelity account information. At this time, the…
We are currently seeing an issue with American Express returning a CC-601 error in Windows or an FDP-101 error on Mac. This is a known issue, and we are actively working to resolve it as quickly as possible. At this time, we do not have an ETA for a fix, but we will share updates as soon as they become available. If you’re…
We are receiving reports that users have missing downloaded transactions for their MIDFLORIDA Credit Union accounts. This appears to have started around 3/13/26. We are aware of the issue and are currently investigating. While we don’t yet have an estimated timeframe for a fix, we will continue to share updates as soon as…
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…
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 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…
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…
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!