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 8/5/26 American Express - CP_ACCOUNT_NOT_FOUND, and CC-800
Join us in The Water Cooler!
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.
I enter a paycheck with income and deductions as negative entries… the last few days, when I enter deductions, the program changes it by a few cents and does not stay as the right # even after changing. ex: I enter $35.00, and it changes to $35.01
This new feature is total B.S. and I totally HATE IT! PLEASE PLEASE PLEASE make it an optional column that we can totally turn off!!!!! I have to make enough keystrokes when completing my register without having to remember to tab or return twice on every single line. If we don't want to track the percentage each of the…
Both my father and I use Quicken Classic, but he no longer has the ability to troubleshoot or even go online all that well anymore, so I am posting this for him. His content would be scattered and incoherent, so it’s gotta be me doing the info request. Throughout this morning, while just looking at his main chequing…
I am able to make questions. But any attempt to add a comment to a question, or as a reply, throws this error. Like, there doesn’t seem to be any errors on these forums except that. I have followed all the best-practices for resolving this issue, including opening up dangerously permissive cookie settings and clearing the…
I'm reviewing transactions in one of my savings accounts that I have a direct deposit split into. There are three identical deposits on the same date from a supposed paycheck split. However, when I try to go to the matching transfer it says the account no longer exists. Two of the transactions are going back to my checking…
Am I missing something? All the Asset Allocation reports only include certain types of accounts deemed by Quicken to be "investment" accounts. Why can't I include all my accounts in Asset Allocation? Just because part of my cash is in a HYSA doesn't mean I don't want it to show up in my Asset Allocation. Likewise, real…
It would be nice to have the option of having the account Description as a column on the report Maybe some of the other General Information fields also.
I use Cryptomator to make sure my Quicken data is encrypted. Up until recently, I was able to make backups to these Cryptomator disks without any issue. Recently, when I tried to do that, I get an error "FILENAME couldn't be copied because you don't have permission to access FOLDER." Everything else works fine, I can open,…
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…
About a month ago, my 2 Merrill Lynch accounts stopped updating, and the register changed to simple investing. I have tried the posted remedies and have reset the accounts with Bank of America multiple times. These accounts never had an issue before for many years. Is this a known issue, and what is the fix? [Edited -…
I have been going crazy with this and sent this to NCSECU today: L340 DATE From: 000108198350Sent: 09/17/2026 04:55 PMI am still fighting this: Jul 16, 2026 NCSECU said today that I should contact Quicken for support, but this worked fine before they put their terrible "new" online interface. IN MY Opinion as someone who…
I have seven Fidelity accounts, yet only six are downloading to Quicken. I tried to add an account … Quicken takes me to Fidelity which shows the seven accounts and has me click to authorize Quicken - but then only six of them appear to link in my Quicken file. Mac Desktop 9.2.2
I checked my release which also says my Subscription expired on December 1, 2025, but I paid my Subscription on that date so it should NOT be expired. Download works for my other accounts. This is the first download since new release.
I have been using Quicken for over 30 years and am currently using Quicken Classic Premier (Win) to track personal finances and some income/expenses from my consulting gig. I've been tracking invoices and status of payment on an Excel spreadsheet…which is fine for a few clients at any one time. I've recently expanded my…
There is an issue with 2 entries in the register that have erroneous dates and amounts. The amount are so high that I am unable to see balances and all I see is **************. The entries has a payee Michael Sullivan - not my payee. I cannot delete these transactions or void them. Very strange. What should I do?
Im using Quicken for Mac, version 9.2.2. My main checking account has 2 transactions that aren't downloaded into the check register. Both are posted, not pending, on the bank's website. One was from 4 or 5 days ago and the 2nd transaction was from yesterday. All the other transactions seem to download into the Quicken…
We are receiving reports from users who are encountering OL-301-A and 2000 errors when attempting to connect their Morgan Stanley Wealth Management accounts in Quicken. Our team is aware of this issue and is actively working to identify the cause and restore connectivity as quickly as possible. At this time, we do not have…
We are seeing a trend of America First Credit Union connections affecting both Quicken for Windows and Quicken for Mac. Customers may receive: FDP-7500 / CP_SERVER_ERROR Account Error 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…
When trying to send invoices from Quicken for Windows, an error appears: "PDF Driver could not be found or Initialized.” Once the window is closed and another invoice is sent, another error appears: "Failed to generate the PDF file." Please check that “Quicken PDF Driver” is installed and set as the default, and try again.…
We’re aware of an issue preventing customers from removing the LifeHub tab from the Home menu in Quicken for Windows. Our team is actively working on a fix, which is planned for the next R69 release. We don’t have a release date available at this time, but we’ll provide updates as more information becomes available. If you…
We’re aware of an issue preventing customers from setting up the Amazon Retail Purchase Categorization feature in Quicken for Windows. Our team is actively working on a fix, which is planned for release in R69.SR. We don’t have a release date available at this time, but we’ll provide updates as more information becomes…
We’re aware of an outage affecting Stifel Bank’s OFX connection, which may cause Quicken Classic for Mac and Windows users to receive error 15500 or OL-332. This is a known issue, and our team is actively working to resolve it as quickly as possible. We don’t have an estimated timeframe for a resolution at this time, but…
We’re receiving reports from customers experiencing connectivity issues with HSBC Bank USA following recent changes to HSBC’s login process. Reported Errors Quicken for Windows: CC-506 Quicken for Mac: FDP-324, FDP-5005, NO_ACCOUNTS_FOUND Simplifi: INVALID_CREDENTIAL This issue has been escalated to our internal team for…
We’re receiving reports from customers experiencing connectivity issues with Fidelity Investments, resulting in CC-501/FDP-2505 errors. This issue has been escalated to our internal team for further investigation. We don’t have an ETA for a resolution at this time, but we’ll share updates as soon as more information…
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…
Hi Everyone, Quicken Support will be closed on Monday, 9/7/2026 in observance of the Labor Day holiday. As a reminder, all banking institutions will be closed on Labor Day, which will cause transactions and stock quote updates to be delayed by 24 - 48 hrs. We appreciate your patience and wish you all a safe and Happy…
Great job to our most active members for this month!