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Fidelity, Vanguard, et al. use MM funds for the cash portion of their brokerage accounts. But I find that Quicken seems to get confused. I thought I could just keep everything in cash, as this would make things simpler. Where in Quicken for Mac can I select this option? I am attaching Quicken’s instructions but am not sure…
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…
Not sure what changed but now every time I try to "Update Accounts / Download Banking Transactions" Quicken Errors Out and the Closes/Crashes.
I opened a PayPal Debit Card account as account type = checking. The account was opened with a negative balance of -320.41. My problem now is; each time I open a reconcile window the opening balance indicated in the reconcile window is -1679.59. That number is 2000-320.41. Where did the $2000 originate? The ledger opening…
I think, based on what I have seen on the ML website, that this is a Merrill Lynch problem and Quicken did the best it could with what it got. On 9/3/2026 there was a 2 for 1 stock split of Amphenol. You can google that - it did happen. I had 20 shares so that means I ended up with 40. On 9/3/2026 I did a one step update…
I just wanted to share my latest update I made in my Quicken for Mac. I am a longtime Quicken user and every time I reconciled my Schwab accounts I had to delete the adjustment to my cash balance due to my SWVXX position. When I accessed each account today Quicken gave me a notification that I could now treat the SWVXX as…
Sent a report a few days ago but not heard back yet. Anyone else having this?? I cannot download into my accounts so am falling behind in my work.
I'm using Quicken Classic Premier for Windows, fully updated. For several days, all four PenFed accounts have repeatedly requested reauthorization. The browser redirects successfully to PenFed, where I authorize all four accounts. Quicken successfully links them to existing accounts and downloads transactions. However, the…
I'm very upset with Quicken. For over 6 months now I've been having trouble with my assigned categories disappearing. I'll go in one month and update them and then next month they disappear. I was in Quicken earlier in October and paid bills made my entries, connected to the banks and update now today I go in and the…
File saving
Add to the Find/Replace menu the Summary Total/Transaction Total for all transactions found. This is a quicker way of finding a summary than using reports and increases the usefulness of the Find replace function .
Quicken for Windows…version R69.53 Build 27.1.69.53 Issue has been going on for months now No error codes but it says I have an incorrect password or userid I have used this for years successfully. But I now have issues where I try to reconnect my BECU accounts in quicken but get an error showing incorrect username or…
Has anyone had any luck creating and updating a Bilt account connected to a mortgage? [Edited-Readability]
My spouse and I both have a Discover card, registered in her name and my name. They are separate accounts. Since Capital One has taken over Discover, I'm unable to get both cards under Capital One. I have my spouse card there with our Capital One credit card. It will not allow me to add my Discover card. Need help and…
Rocket Mortgage acquired Mr. Cooper now over a year ago, and the Mr. Cooper accounts were integrated into the Rocket Mortgage platform shortly thereafter. However, Quicken Classic Windows still does NOT properly import these Rocket Mortgage loans into its register, despite the fact that Rocket Mortgage does connect and…
My RRCU checking and savings accounts are downloading but my Visa credit card had stopped downloading in the last few days with a CC-506 error that said the account didn't exist. I tried 'reset' account, but then Quicken said the account didn't exist at my institution. I disconnected all 3 accounts, restarted Quicken, and…
We are receiving reports that customers attempting to connect their Wells Fargo accounts are encountering the following error message: “Sign in to Wells Fargo failed. Try again.” Some users are also reporting the FDP-105 error. Our team is aware of this issue and is actively working toward a resolution. At this time, we do…
We are aware that customers using Quicken Classic for Windows and Mac are experiencing FDP-101 errors and missing transactions when connecting to TD Canada Trust. Our team is actively working toward a resolution. At this time, we do not have an estimated timeframe for a fix, but we will continue to share updates as new…
We are receiving reports that customers attempting to connect their Wells Fargo accounts are seeing incorrect balances. Some customers also report that accounts are missing from the account bar. Additionally, when attempting to delete and reconnect their accounts, customers may encounter the following error message: “You…
This alert has been updated to include steps for connecting Fidelity across multiple datasets. Go through the "Fix-It" flow in Quicken. When authorizing accounts on the Fidelity website, check all Fidelity accounts (including those not connected to the current dataset). Why? Unchecked accounts will be revoked from ALL…
We are aware of an issue affecting Quicken Classic users where transactions may be missing from Nuvision Credit Union accounts. The issue has been escalated to our internal team for further investigation. We don’t have an estimated timeframe for a resolution yet, but we’ll share updates as soon as more information becomes…
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’re aware that some users are experiencing connectivity errors in Quicken for Windows and Mac: Quicken Mac: FDP-102 and FDP-103 Quicken Windows: CC-502 and CC-503 We've escalated this issue internally, and our team is actively investigating. We don’t have an estimated resolution date yet. To receive notifications when…
We are aware that some Pelican Credit Union users are experiencing FDP-2505 and CC-501 errors in Quicken for Windows and Mac. During the authentication process, users may also be redirected to a webpage displaying the following message: “Site not found. Looks like you followed a broken link or entered a URL that doesn’t…
We are receiving reports that users are experiencing an INTERNAL_SERVER_ERROR when attempting to connect to Marcus by Goldman Sachs in Quicken Classic for Windows and Mac. Our team is aware of this issue and is actively working toward a resolution. There is currently no estimated timeframe for a fix. We will continue to…
We are aware of an issue with the Quicken Classic on the Web Transaction Calculator (also known as Numpad) being unresponsive across all browsers. This issue occurs for all Quicken Classic users who access Quicken on the Web at https://app.quicken.com. This issue has been escalated internally, although there is no ETA…
Great job to our most active members for this month!
