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I am trying to assign a category to schedule A / state tax, prior year. That line item is not in the standard list, but earlier quicken documentation says it is under the extended list. However, I do not have buttons that show extended or standard list, nor, at the bottom of the standard list is anything that says extended…
I cannot connect to my bilt 2.0 card. I see several other people also have this issue. Not available as institution No CSV/QFX export Previously worked via Wells Fargo Thanks for your prompt attention to this issue.
NEW! 2/24/26 Bank of America Migration (multiple BIDS)Will the ZZZ- be removed and corrected by Quicken once the BoA migration is complete? Should I wait (please state ETA) and follow your posted instruction below now? Thank you !! Quicken Alyssa Quicken Windows Subscription Moderator mod12:50PM edited 1:57PM Starting…
Mr. Cooper is no longer connecting in Quicken for Mac. I have verified that correct credentials are being used. I can log in to their website directly.
This discussion was created from comments split from: Mr. Cooper - Now Rocket Mortgage .
My Quicken is not being updated from my Golden One Bank since Golden One upgraded. Is there a trouble ticket open so your team can try and work with Golden One to get this connectivity back up and running? Thank you, Ann
Hi, so my town has a complicated sales tax structure, with a summer and a winter rate, and a few different exemptions- the ones I use most are for non-local sales and senior citizens. When I file my city taxes, I need to report total sales for each tax period, and exempt sales for each category, and then compute my tax due…
Hi, I have been using Quicken to download transactions from 2 checking accounts at First Tech. Recently I had to reactivate the connection because there was some issue. When I reactivate the connection, it does not show the 2 existing checking accounts in my Quicken Account. Any help to resolve this is appreciated. Thanks
This discussion was created from comments split from: Golden 1 Credit Union Error FDP-163.
Report for 2025 was correct for all investments. Report printed 2/10/26 was correct. When reprinted on 2/25/26 one investment was incorrect . An item categorized as Unrealized Gain/Loss was added as of 12/31/25. The loss affected the end of year value as if it had been realized. two problems…the amount of loss is…
I am using Fidelity investments as broker. When I download investment info to Quicken Classic, no cost data is provided. I am tracking all of my accounts using the simple tracking account feature, hence no transaction register. How can I add a cost basis for my new stock purchases?
Is anyone else having this issue? I am surprised by the number of fields the user is not allowed to correct.
Running Quicken Classic Business & Personal v.R65.20 on Windows 11, Quicken software is up to date. I do not use One Step update as it has never worked properly with Scotiabank. I download the QFX file from the banking website and load it into Quicken, this has worked just fine for years until Monday. Now I get a message…
What is the difference between Mark as Paid vs Skip this one in manual bills? I don't use bill pay, have not setup any online billers, and all my bill reminders are setup manually without auto-entry. So my bill reminders are purely cosmetic and I have used both options interchangeably to dismiss the current reminder after…
I followed the instructions outlined here: https://www.quicken.com/support/error-106-324-168-or-999-when-downloading-quicken-mac/ After disconnecting the accounts, I closed Quicken before opening and trying to reconnect the accounts. I used the + icon to add new accounts, knowing that later it would allow me to link the…
It did work for Discover last week, but today it's I'm sorry it has failed due to time out or failed connection. I did log into my Discover account. Amazon Syf has not worked in awhile
I have had this issue before and it's reappearing: I'm having problems with Quicken and syncing. I've changed some scheduled transactions and when I sync, the old schedule comes back after I sync. It appears that the scheduled transactions are coming back from the cloud sync, instead of updating the cloud with the new…
We’ve received reports from some users connecting to American Express who are seeing an online balance of $0, while the balance in Quicken remains accurate. We are aware of this issue, and our team is actively working to resolve it as quickly as possible. While we don’t yet have an estimated timeframe for a fix, we…
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…
We’ve received reports from some users that transactions are missing, while others are seeing incorrect balances or a $0 balance. There have also been reports of missing securities, along with other issues. If you are experiencing any of these problems, please contact Quicken technical support. We are gathering information…
Starting today, 2/24/2026, Bank of America will begin a migration where the following bids will be affected: 6312 Barnes & Noble BOA 26700 FIA Card Services - 9363 World Wildlife Fund Plat. Visa MC 23256 AAA Financial Credit Card 7377 NEA-R BOAMasterCard 40854 Bankcard Services Express Web Connect B Credit Card 26757 Bank…
Users on both Quicken Classic for Windows and Quicken Classic for Mac are reporting connection errors when attempting to update accounts with Golden 1 Credit Union. 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 click the bookmark…
We are getting reports that users are unable to connect to Boeing Employees' Credit Union using Direct Connect. In Quicken Classic for Windows, this generates an OL-294-A error, and in Quicken Classic for Mac, users see an OFX error 16503. This has been escalated internally, though we do not have an ETA at this time. To be…
US Bank Brokerage accounts have been temporarily paused while US Bank performs maintenance. US Bank estimates that this specific account type will be unavailable for approximately one week. For further information or help, please contact US Bank at 1-800-872-2657. Thank you for your patience while this issue is resolved—
Users are reporting that, with the new Bilt Rewards BID through Plaid, transactions aren’t downloading, and the balance is incorrect. Some users have reported starting with no transactions, and others have said the connection worked initially, but transactions have stopped downloading since then. We’ve also had a some…
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…
Welcoming January and the New Year! This is your sign to pause and be kind 💬 Drop one positive word or affirmation for the next person who reads this 👇 Here's mine: You are doing better than you think, and that is enough!
UPDATED 11/10/25 PNC Bank -Direct Connect and PNC - Web Connect
Great job to our most active members for this month!
