Welcome to Your Community
Select a category to get started:
Have an idea about Quicken? Add it here!!
Here you'll find announcements about our products.
If there's an ongoing issue with Quicken Classic, we'll post it here.
Need help using the community? Ask us here!
Thinking about buying Quicken? Ask us your questions!
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.
Join us and respond in the Water Cooler for a new Badge!
I am trying to set up a conditional rule in the Memorized Payee list. I want an Amount based rule so that I can set tags in a split transaction based on the transaction amount. I also want to use the AND ALSO Change Payee name feature. The field limit for the Payee Name in the Edit Memorized Payee utility for AND ALSO…
This discussion was created from comments split from: Problem downloading data from Vanguard .
My HELOC (Home Equity Loan) shows up as a loan in Quicken. In reality, the HELOC has the capacity for me to write checks. However, in Quicken it only acts as a "loan," it doesn't allow me to enter "checks." Thank you!
Quicken Classic R66.23… Windows…. 2+months, all accounts or single account update. When I do one step update, after the accounts are queried, I get the "add account" screen (and I don't want to add an account). If I choose "Continue" the screen locks up and nothing will release it except task manager. So I've started just…
There is no way to see all Unreconciled transactions within a single view or report. This is basic "balance your checkbook" functionality that needs to be implemented. You have to be able to see what hasn't been fully reconciled in a single view! Yes, one can see Uncleared transactions (empty check box) by using that…
I successfully archived a file based on end date. However when I try to create a copy or archive giving a start date (to get most recent data only), I get the "Something went wrong. Please try again later." message. A file is created, but it still has older data. I ran the Verify process. Some errors were corrected. I…
I recently started using Fidelity Cash Account as my main checking account. I have two account entries in Quicken - one in the investing section for the account, but in the account settings, I selected "show cash in a checking account" which adds a checking account in Quicken. This is good. However, I have not been able to…
One of the cooler features of Quicken Premier is the Stock Intersection view. But now VTI, a very commonly held ETF, is marked as unclassified in Portfolio X-Ray. This means securities in the ETF aren't included in stock intersection, giving an inaccurate representation of what proportion of stocks you hold in your…
After a one step update, the summary tells me that it has downloaded 2 txns from Schwab. It never indicates which Schwab account of several that these txns are for and there are no little red flags hovering before any of the accounts, and I cannot find any txns waiting for acceptance in any of the Schwab accounts. Checking…
Been a Quicken customer for +20 years. This has been going on occasionally for a few months. But, in the last (2) days I haven't been able to (update) download transactions from Fidelity Investments or Fidelity Rewards Credit Cards No error messages! I've spent MANY hours on the phone with so called "support" and managers…
I recently posed the following rather lengthy question to one of my favorite AI Assistants. Here is the actual Prompt: I have been a longtime Quicken (classic, desktop Windows version) user. I see so much effort in creating tax reporting information for all of the types of taxable transactions. With all of the various…
Quicken appears to have a bug in scheduling a manual bill. Each month I schedule bills to be paid and the criteria I select for how often is only once and I also select the option to automatically enter the bill 0 days before the due date. When the due date arrives, Quicken enters the bill as expected; however, the next…
When I am entering a transaction in an account (doesn't seem to matter what kind of account - credit card, chequing, etc.), Quicken always pushes it to the 'charge' column, even if I enter as a 'payment'. I am tabbing between fields. I have tried clicking on the right field, but same result. Screencast -…
For the past few weeks, I have been unable to open Bills & Income, as Quicken freezes everytime I try to access it.
Hi! Long time Quicken user here dating back to around 2000. This has been an issue for me for some time. When I enter my bill, income and transfers from the Projected Balances screen, it takes me a two hours and sometimes longer to enter my monthly transactions. Each transaction I enter takes between 30 seconds and 2…
Using Quicken Classic Premier, Version R66.23, Build 27.1.66.23 which was updated on 03/03/2026. This is for General Electric Credit Union-WCDC. All other accounts are downloading. The credit card is associated with a 3rd party site and therefore requires "Express Web Connect".
I have Quicken Classic for Windows. I am a long time user. I am considering Quicken Classic for Mac to allow me to get rid of the last Windows system I have. I am familiar with the conversion process. I want to test the Mac version. I used it several years ago but have seen there have been a lot of improvements. Before I…
I am on Windows 11 Enterprise on a Dell PC. I am using Quicken Classic Premier, version R66.23 Build 24.1.66.23 Problem Summary: Because BOA recently eliminated the Web Connect option, I am transitioning my Bank of America accounts from Web Connect to the new Express Web Connect+ method. However, my main Checking account…
I have been using Quicken for about 30 years. It took me about 15 years to figure out how to utilize it to zero-budget my money. Now that I have what I think is a great process for managing my personal budget, I'd like to share my ideas for some improvements to Quicken to make my life and certainly other users' lives…
We’ve received reports from users encountering FDP-105/CC-505 errors with Barclays-related financial institutions in Quicken for Windows and Mac. The following FIs apprear to be affected: Barclays Bank Delaware Banana Republic Credit Card Barclays CC Old Navy Credit Card AAdvantage Business-Barclays Athleta Card US Airways…
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…
We are aware of an issue with ‘Current Bill’ information not showing for billers in Quicken Classic for Windows. Our teams are actively investigating the cause and working toward a resolution. We will share updates as more information becomes available. To be notified of updates as they become available, please click the…
We have received several contacts from customers who are reporting issues updating accounts with PNC Bank – Direct Connect while using the financial institution's Direct Connect option. Customers who are encountering this issue are unable to update accounts with the financial institution; however, they are not receiving…
We have received several contacts from customers who are encountering issues updating accounts with Oakmark Funds and Janus via Direct Connect in Quicken Classic for Windows. Customers whose bank account password for either of the financial institutions is saved in the Quicken password vault are prompted to enter a…
Quicken Windows customers using scheduled transactions with split lines (such as paychecks or multi-category expenses) are reporting that the splits are re-ordered inconsistently after saving. This change of ordering occurs despite multiple attempts to save the splits in the correct order. Our teams are actively…
We have started rolling out Quicken Classic for Mac 8.4 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 Please take a moment to review the summary and try the new features in the…
The latest Quicken for Windows release R66.11 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…
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…
Hi everyone, We know some of you have been running into issues with your Fidelity accounts in Quicken. Thanks for your patience while we work through these. Below is the latest update on what’s happening, what’s fixed, and what you can do in the meantime. Fixed or Being Released Duplicate Transactions (Windows) – Some…
UPDATED 11/10/25 PNC Bank -Direct Connect and PNC - Web Connect
Great job to our most active members for this month!
