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RESOLVED 6/2/26 Duplicate Transactions Suddenly Appearing for May
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I go through the steps to add transaction download to my PNC HSA Benefit Plus. I get the following result: However, I have logged into the account manually, and I am able to successfully see transactions. There were no security dialogues or other pages to clear. Please assist.
When a user opens a memorized transaction, there is a field Under Payment Information called "Method/Check" which lets you identify the method used to process transactions. Some of the Methods include "next check number, print check and any additional methods you wish to set up, such as ATM withdrawal and EFT. Currently…
This discussion was created from comments split from: RW Baird Issues.
So looks like PFCU needed to be reauthorized. Partners FCU now has a more secure connection method. You Will use Partners FCU's hosted sign-in form to authorize downloads. To continue downloading your transactions in Quicken, you need to migrate now by selecting 'Reauthorize'. (CHANNEL_RESET_REQUIRED) I disconnected the…
I've encountered a problem opening a prior Feature Request of mine. The message I get is shown below says You need the Vanilla.Discussions.View permission to do that. The link I'm trying to open is:
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…
My work with Quicken over the last month or two has been nothing but problems. Its balances and those of the bank are different and discussion with the AI is not helpful. I have three Chase accounts, two savings and one checking. There were so many errors, I deleted the accounts and re-added them — and when I did that, no…
Since July 19, my Chase bank transactions are not downloading. Nothing has changed on my end. Is this a known issue?
New bug in 9.1 when using QMac in a 2 monitor setup… app switches monitors back and forth. I run Quicken Mac on my secondary monitor. All interface elements have previously always stayed on that monitor (or the Primary if launched there). Now, if I go to Bills & Income and select "Edit all Instances" for a bill… the…
Walmart OnePay is issued by synchrony bank and you can access it if you have many retail cards issued by synchrony. I can access it using my jcpenney card or my lowes consumer card. However, synchrony seems to be requiring a new login where they lump these together with a login directly to synchrony. It appears this is the…
Quicken already retrieves complete datasets for reports and graphs, even when those datasets are too large to display within Quicken (250 column limit). However, exports (CSV, Excel, Clipboard) only include the portion that fits on screen, which prevents users from accessing their full data for external analysis. Request:…
I am using Quicken for Mac Deluxe Version 9.0.3 (Build 900.60651.100) I have the following accounts with two login's: Checking…. Joint Savings…. Joint My Credit Card… In my name Investments…. Joint Wife's Credit Card. … In Her Name My Login Includes all Joint Accounts and my credit card, Her Login includes all joint…
My issue is that when updating SEI accounts, I get an incorrect password error. I deactivate accounts in Quicken, then re-activate using the one-time PIN provided by SEI. This works for a single update. Next update, the problem recurs with SEI not recognizing the "permanent" SEI password provided in Quicken. Any solution…
This experience is from 7/21/2026. Quicken Classic Premier on Windows. My current and open data file is called CY26. When I click on the "GET STARTED" button in Quicken, the instructions are to use "CY25Cpy (1)(1)". CY25Cpy(1) is the second most recent data file I opened, months ago. When I installed the Quicken Chrome…
I've read online that Folders can be created in My Reports to organize a list of reports. The instructions were: Go to the Reports tab at the top of your screen. In the left sidebar, click the "+" sign next to "My Reports" (or click the "New" button on the toolbar) and select New Report Folder. Where is the left sidebar…
We are aware of an issue affecting some users connecting to Voya Institutional Plan Services. Reported errors: Quicken Windows: OL-293-A Quicken Mac: 16503 This issue has been escalated to our teams for investigation. At this time, we do not have an estimated time for resolution (ETA). To be notified of updates as they…
We have received several reports of missing transaction downloads for Bank of America accounts in both Quicken Windows and Quicken Mac. This issue has been escalated internally; however, we do not currently have an ETA for resolution. To receive updates as they become available, please click the bookmark ribbon located in…
The latest Quicken for Windows release R68.25 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 customers reporting they are receiving emails from Bank of America with the following message: "Your Consent with Quicken has expired or was revoked." If you receive this email, please backup your Quicken file, deactivate your Bank of America accounts, then reconnect them by clicking the + sign, searching for Bank…
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…
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 are currently receiving multiple reports of One Step Update (OSU) failures across multiple financial institutions, resulting in CC-501 ("Unable to update this account due to an unknown error"). We are also seeing a significant increase in reports from users who are unable to complete the connection process for financial…
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…
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…
Great job to our most active members for this month!
