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RESOLVED 8/5/26 American Express - CP_ACCOUNT_NOT_FOUND, and CC-800
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The Community monthly newsletter where we discuss all the happenings of the month.
I continue to have a problem with my online billers for several credit cards that are incorrectly showing a credit when it should be a debit or an amount due. The amount for the total due is correct, but incorrectly shown as a credit. Interestingly, the minimum due is correctly shown as a debit. This is a bigger issue…
This discussion was created from comments split from: CIT Bank not working as of 20260819. Error FDP-101. Cannot Connect.
OSU randomly unlinks previously linked accounts. Only happens with Fidelity OSU. When I try to reset the accounts, I find them sometimes linked, sometimes not. In the reset process, I may find them unlinked, so I relink. Still no download. If I find the account is linked, I reset. Still no download. Once again, QuickBooks…
I've been entering split transactions manually, saving them, and then my balance is off. I go back to check the split and there's some kind of adjustment entry. I am not hitting "adjust" to update the amount, it appears to be spontaneously appearing. I thought this might have something to do with the % column, but I tested…
I have a recurring transfer between 2 of my accounts that is entered as "Bill and Income Reminder" and auto-entered. Lately, it only records the transfer in the "to" account, but not in the "from" account. The category in the to account shows the correct from account, but when I select "Go to matching transfer", it says…
Tax Planner - SIMPLE IRA employer contributions in the paycheck are being deducted from gross payroll income in the Tax Planner. Windows 11: all updates applied. Quicken Classic fully updated as of today Issue MAY only affect Spouse payroll in the Tax Planner. ( There were issues only on the Spouse section earlier in 2026…
Bonjour. Est-il possible d'ouvrir son compte personnel directement par un raccourci sur le bureau? Cordialement. Hello. Is it possible to open your personal account directly via a desktop shortcut? Best regards.
Now seeing negative SPAXX transactions on investment and linked checking account registers. Investment side has FDRXX (Fidelity Cash Reserves) treated as cash which is a Fidelity core account. So why am I seeing SPAXX transactions in Quicken but not in Fidelity when I look on Fidelity online?
Weird thing happening here. I have my own personal file, and I have a completely different file (not an account—but a FILE) for managing my mom's finances. Except that they're both in Quicken, there is NO connection between the two. Often I will enter or download a transaction into one file and shortly after that work on…
If I try to download transactions from Truist, they migrate to Seacoast Bank (which took over Citizens First in Florida). I have been to support at Truist who points the finger to Truist. Have called Quicken support and support wants me to download a backup - NOT POSSIBLE. I have turned off all download categories/accounts…
Dans mon ancienne version de Quicken (2013), lorsque je tapais CTRL+J pour voir la balance de mon compte, je pouvais voir les montants en passant la souris sur la colonne jour après jour. Je ne vois pas cette fonctionnalité dans mon nouveau Quicken. Est-ce que ça existe toujours? English: In my old version of Quicken…
I have been a Quicken Classic user since 1997. I never use the mobile and web features. It is always turned off. All my data resides on my private device. However, I did decide to set up the automatic download feature for transactions at my bank. I am now managing my elderly parent's finances, and it is becoming too much…
My question is whether Quicken/Broker download shows my CD transaction correctly. I had bought $300,000 in a CD from my broker. It downloaded as follows: When Sold, Quicken shows it as follows: My Broker Statement showed the interest and dividends for the CD as follows: It appears in quicken, everything that happened on…
I have been using the app for years. While not great I find it helpful. This morning it asked me to log in which it usually doesn't do. I logged in and my checking and savings accounts are no longer there. Just a CD account. All from same institution. I checked and the accounts are setup on the update to work. When I go…
How do I remove a financial instution from OSUS. I do not have anymore business with a financial instituion and have deactivated all accounts with that entity. How do I ger rid of that line in the OSUS pop-up screen? Thank you, Kenneth
We bought a new home and had settlement two weeks ago. In my home asset, I have the transfer of funds where I entered my home settlement itemized costs three times. The split transactions disappeared every time. I saved the transactions each time. I have used Quicken for over a decade. Does anyone have an idea how to…
What is the best practice to use and the process for monthly posting if the payment is initiated by my bank and shows up in my checking account without splits. I have connected the loan to the lender for balances. I assume I have to manually enter the splits every month to the payment that shows up when I update the…
I wanted Quicken Classic.
We are investigating an issue affecting Quicken Canada for Windows in which multiple TD Bank BIDs prevent customers from completing the normal Add Account connection flow. When customers select an affected TD Bank instance, they may be forced into the Offline Account flow, preventing them from establishing an online…
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…
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 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…
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…
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 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…
PNC will be migrating users who are currently using PNC Private Banking Trust (BID 16777) from Direct Connect (DC) to Express Web Connect (EWC). The optional cutover is expected to begin on August 20, 2026, with the final forced cutover scheduled for August 27, 2026. Important: This migration only impacts PNC Private…
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…
Great job to our most active members for this month!