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The Community monthly newsletter where we discuss all the happenings of the month.
It would be nice to have a module similar to Mileage Tracker for storing relevant Vehicle maintenance records, in addition to reimbursable mileage and fuel expenses. Outside of lifehub and with actual costs. Currently just attaching with the expense, or creating blank expenses to store title, Registration, Repairs etc.…
Attention Truist customers (although you probably all got notified by now)… they are ending support for Quicken Direct Connect as of 12/03/26. You have until then to switch to Express Web Connect.. but as we and they know, thats the end of quicken based bill pay uploads. Don't worry, you can call their help line and they…
Why, when I add expenses to an invoice, do no details transfer over? I have to use a separate invoicing program because of this, or manually retype all the details. Is this a problem or expected functionality? Why would this function this way? [Edited - Readability]
Allow the option for a rounded budget view to the nearest $5 or $10 dollars. For example, if a budget actual is $53, it would round to $55. This would allow for a cleaner and easier to read budget view. This post was created from Reddit feedback:…
Quicken P&B responsiveness is starting to get sluggish, and I wonder if my data file needs cleanup/repair. Running GG 27.2. I noticed that when I created a file for beta testing, responsiveness was awesome. Clearly, not as many transactions in the file. Once I was convinced that the beta was stable enough to use for real,…
i find the balance tab to be very useful for planning. i am looking at "This Year" view of the Balance tab and it is not showing all scheduled transactions for the year which i thought it used to do. right now it appears to be showing only the "Next Instance" of scheduled transactions. it seems more useful to show all…
After copying my data file to my laptop for traveling (something I do frequently), ALL my accounts lost their online services (BofA, Schwab, Chase, Fidelity, Vanguard). This has not happened before in the 20 years I have been doing this. Nevertheless, I had to set all of them up for automatic download - which was pretty…
The update summary under Fidelity Investments says "6 accounts updated, 0 new transactions, 11/1/26 11:44 am". This has been happening for months, so I have gone to the Fidelity site and entered all of the transactions into Quicken manually. I have deactivated and reset the accounts many times, including reauthorizing…
One of my IRA accounts will not download transactions into Quicken. I can go into Vanguard and select "Download all transactions to a single account," then "Year to date," then select the Vanguard account, and then select Download. Quicken will flash, and the message "OL-96-B" There are no new transactions to download to…
They changed something on their website (behind the scenes), and now the Credit card transactions do not download anymore Quicken "Report a problem" was filed, and the issue was raised with Desjardins No error message Disconnecting all accounts and reconnecting does work without any errors for Bank accounts and Credit…
I have automatic entries turned off. But it seems if I have a recurring item, like a monthly bill, Quicken is automatically putting in my register as a second entry. I then have to delete the 2nd entry, manually accept the recurring item, and then accept the match. I'm at a loss why this is happening.
I have given up trying to get much of Quicken's features to work, spending more time attempting to fix things than managing my finances. I currently just enter all transactions manually, basically to track actual versus budgeted expenses. The only other feature I use is Bill reminders, which I post manually out two years…
I'm using Quicken Classic Premier for Windows and have been experiencing a recurring problem where downloaded transactions are assigned categories with an erroneous :ZZZZZ suffix. For example: Food & Dining:Restaurants:ZZZZZ Shopping:ZZZZZ Auto & Transport:Service & Parts:ZZZZZ The ZZZZZ category does not actually exist in…
I have been using my Quicken Premier 2011 CD on this same computer, just doing manual entries, with no problems. I now want to use this 2019 version I have, but the program will not allow me to access my accounts. I already had Q2019 convert my data file and it appears in the File Tab, so that was no problem. When I open…
Some people are the funniest, some are the smartest in the room, and others are somewhere in the middle. I would rather be the funniest in the room. I enjoy making people laugh and smile. What about you? Would you rather be the funniest, the smartest, or somewhere in between in the room?
It seems like none of my accounts are updating. I had to reauthorize credit cards, checking, and brokerage accounts, and I'm still struggling to get my Wells Fargo checking and brokerage accounts to download again. What's up, Quicken? For a premium subscription service, this is not acceptable. I have changed nothing.…
Customers using Quicken for Mac are experiencing Error 105 when attempting to connect to Ally Bank. The issue has been escalated internally. We don’t have an estimated timeframe for a resolution yet, but we’ll share updates as soon as more information becomes available. To receive notifications when updates are posted,…
We are seeing Quicken Windows users who are experiencing freezing when trying to connect their accounts using the "Set Up Now" button in Account Details. The loading indicator continues spinning indefinitely, and Quicken becomes unresponsive. If users try to cancel the process, Quicken freezes. This behavior is only…
Customers report being unable to connect existing RBC Royal Bank accounts via Express Web Connect on Quicken Canada Starter. During the add account flow, no explicit error is shown, but Quicken only provides the option to create an offline account instead of linking the accounts. The issue has been escalated to our…
We are seeing customers experiencing FDP-106/CC-506 when trying to connect their account with First National Bank of Omaha CC & FNBO Direct in Quicken for Windows and Mac. The issue has been escalated internally. We don’t have an estimated timeframe for a resolution yet, but we’ll share updates as soon as more information…
Customers attempting to connect or update their Desert Financial Credit Union accounts are receiving FDP-181 / CC-581. The financial institution is permanently blocking the current Intuit aggregation connection, preventing customers from successfully connecting or updating their accounts. Quicken has plans to transition…
We are seeing users who connect their Pentagon Federal Credit Union accounts get an FDP-350 error daily in Quicken Windows. Users are able to verify authorization, but the error comes back seemingly every day. The issue has been escalated to our internal team for further investigation. We don’t have an estimated timeframe…
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 R69.17 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 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…
Great job to our most active members for this month!
