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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.
About a month ago, my 2 Merrill Lynch accounts stopped updating, and the register changed to simple investing. I have tried the posted remedies and have reset the accounts with Bank of America multiple times. These accounts never had an issue before for many years. Is this a known issue, and what is the fix? [Edited -…
Quicken Windows has stopped adding transactions since 7/25/2026 It does not give any errors simply completes the download. But no transactions show up. Zero, nothing. [Edited - Readability]
If you try to import a CSV file that uses semicolon as separator, the import will fail. Yet when creating or editing a CSV file, if you are not careful, both Microsoft Excel and OpenOffice Calc will change the comma to semicolon. The reason for this is because, in some countries, commas are used in place of decimal points.…
Treasury Direct is listed as a supported financial institutions in Quicken Deluxe for Windows. However, based on a review of old messages, and my own personal efforts, it appears that it has never worked. Now they have gone to an ID.me login. What are the plans to make Treasury Direct work in Quicken Deluxe for Windows?
I am retired and trying to link my CalSTRS Pension 2 Voya Account to desktop Quicken Deluxe for Mac. It showed "Your accounts have been authorized successfully!" but then I got this and was unable to bring this account in. Please help. Thanks!
I am running Windows 11 and Quicken version R69.29. My mortgage payment reminder has disappeared from bill and income reminders. I believe it happened after the last update a few weeks ago. Any way to get this back? If not how do I reenter this reminder. Thank you, ccpjr
After multiple uses of the find and replace window, Quicken slows down. Quicken memory usage increases from 92.5 MB 140 MB to 160 MB and more as response slows. I paused what I was doing, backed up Quicken and exited. Quicken would not restart. I rebooted the system and Quicken would start again. I am attempting to reduce…
I have been using Q for years, routinely downloading from a number of accounts without problems. I recently had a problem and uninstalled/reinstalled Quicken. Since then, the download from my financial institution using an August 2026 backup gives me an OL-301-A error saying 'Error while fetching history'. The other…
When I scroll my mouse in the register, it doesn't keep scrolling. It jumps back to the transaction it was on. It's odd and I tried two separate mouses. I am not having this problem with any other program on Windows 11 so isolated to Quicken. Is anyone else having this problem? I updated Quicken this morning.
I try to upload my categories but get "Category upload failed. Unable to upload your categories. Try again after some time." I have retried many times over the course of a week with no success. Please advise.
I converted from Quicken for Windows to Quicken for Mac. Everything converted ok but one issue. I am getting a transaction sync error. I tried to reset my cloud account, but it did not resolve the issue. See attached. Thanks in advance for any assistance
(Running Quicken Classic Premier version R69.29; on Windows 11) I have a recently added Chase Sapphire Preferred account connected through Express Web Connect+. Quicken originally called the account CREDIT CARD XX0286. I rename it to C-Sapphire 0286, and the change saves normally. The renamed account survives One Step…
I am using Quicken on Windows 11 Pro (25H2), and my default web browser is Chrome (I tried MS Edge with the same problem results). Up until about 2 weeks ago, I was able to routinely download my Best Buy Credit card transactions. Suddenly, the downloads failed, and Quicken automatically disabled its download setup. Since…
Since Merrill Benefits Online does not support EWC+ Complete View, I can't track my individual funds' performance and ROI over time. Is there a way to download the transactions in a CSV that can be imported into Quicken? The CSV from Activities / Export feature is a summary - date and amount of contribution. [Edited -…
I search in the registers all the time, and for some reason, the memo field is no longer included in the results. I hope this is a glitch that can be fixed, because we include lots of info in the memo field, and without it, the searches are almost useless. Please help. [Edited - Readability]
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…
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 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 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…
Description: We are currently aware of an issue where customers who have grandfathered access to Portfolio X-Ray, previously accessed through investing.quicken.com, are unable to access the website. Portfolio X-Ray is still available to customers who were grandfathered into the feature before it was discontinued for new…
We are currently investigating an issue affecting split transactions in Quicken for Windows following recent releases beginning around R68.31. Customers may experience unexpected behavior when creating or editing split transactions, particularly when using the newer % Split functionality. Reported behaviors include:…
This issue is impacting Quicken Windows users in R68.25 and newer, who also have the setting "Automatically add to banking registers" turned off (unchecked) from the Preferences>Downloaded transactions menu. This is also referred to as the "Downloaded Transactions section", "Unaccepted Transactions", or C2R…
We are getting reports that customers who are trying to connect accounts from LPL Financial in Quicken for Windows or Quicken for Mac are getting a CC-502/FDP-102 error. This issue has been escalated to our internal team for further investigation. We don’t have an ETA for a resolution yet, but we’ll share updates as soon…
Great job to our most active members for this month!
