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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.
Is there a problem with Direct Connect and Stifel?
Right now, past due "Bills" show as red, but I want it to be clearer when some bills are about to be past due. As a minimum viable product, you could color the due date #F67E4B or #EC7014 (both orange colors) for any due in the next 7 days. As an ideal, there would be an option in Settings for "Show bills due in the next…
the balance column changed to a huge difference, now I have lost all of 2025 that I was entering and don't know how to get it back.
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…
This discussion was created from comments split from: One Step Updates are FAILING.
I have one Schwab account that has stopped downloading transactions in July. The portfolio balances and positions are correct. All my other Schwab accounts are downloading correctly. I tried disconnecting and reconnecting the account but no fix. What other options can I try? Quicken Classic Mac 9.2.2
I've been watching (troubleshooting) this since 9/11 and finally figured out that if there are "Pending Transactions" following a download from a lender, and the account is configured to "Reconcile Using Online Balance" it won't automatically reconcile without manually deselecting the pending transactions in that window.…
While catching up on my reconciliations, my last month was Jan 2026 with an ending balance of 35,669.03. That's what is on my bank statement and what the last grey'ed transaction line. I was going to reconcile my Feb 2026 statement (yes, I'm a few months behind) and see a "prior balance" of 18,469.03. What the heck? I've…
I am running Windows Classic Deluxe R69.26. I would like to generate a report of average monthly spending per credit card account. I envision something like a spreadsheet that would look like months across the top and credit card accounts down the side with monthly averages
Does anyone have trouble with disappearing renaming rules. It's random, but individual renaming rules just disappear - poof. One or two a month. Different rules every time.
I have not seen any resolution of this problem from several months ago. I still cannot set up a Direct Connect to my TIAA 403(b) accounts. When will this be fixed? Quicken Classic Deluxe Windows 26.1.69.26
Is Quicken going to have a dark mode in Windows ever?
It doesn't make sense it would…but when setting up the escrow account for my mortgage it was suggested it be an asset account…and now that account doesn't appear in the projected balances tab. Again I don't know that this is a bug but it would be nice to see my escrow balance projected a year from now since I have the…
On Windows 11, the web version of Quicken. Bank of America says it has created my savings account, and the checking account "already exists". But my Quicken list of accounts does not show my savings account, only the checking. Can you suggest troubleshooting?
After going through the reauthentication to grant access to Fidelity to continue downloading account transactions to Quicken, I received errors messages and could not download transactions to 13 accounts. At that point I received error messages. As of today, I have been able to download some transactions to 7 of the 13…
My NC State Employees Credit Union updated their computer system. The old system used Direct Connect; now it uses Express Web Connect. They walked me through their rendition so I could download info, but not working. How do I switch a Direct Connect account to Express Direct without losing years' worth of history by…
9/16/2026 I have also have previously had Voya with transactions download enabled (Quicken Classic) since 2008 when I retired, untill they "upgraded" software over the weekend of 7/18/2026. Contacted Voya 7/23/2026 and created a Task number for them to escalate and resolve. Multiple return calls; 2nd Task number generated,…
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…
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…
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…
Great job to our most active members for this month!
