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This discussion was created from comments split from: My password has not been able to open my accounts at Stifel for the past two days..
Since starting the Bank Ozk New downloads the payee now downloads to memo. Is there a setting to change this behavior??
I tried validating and using older, known-working data files, but could not get Quicken stable on R69.29, where I could One Step Update without the software locking up. I backed down to R69.21 and validated again, reset all my online connections, but now it's stable, and I am leaving it there. I blocked QuickenPatch.exe in…
Under one step update progress freezes while updating data. Has since the weekend
A few months ago, if you had your Quicken file set up as a US file, you could see all your accounts—including those in different currencies—when you synced your file and opened it in the Mobile App. Now, if you have accounts in other currencies, only the accounts in US dollars are synced. This doesn’t make sense for…
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.
My Chase Ink business credit card shows two identical entries in the bills and income tab. I don't use online billing and I've been trying to delete them forever. When I try to delete each entry I get an error message saying "Quicken experienced an issue and this biller was not deleted. Please try again" I've tried…
I have a Fidelity Cash Management account that holds CDs and money market funds. It is, for all intents and purposes, a "high-interest savings account"; however, Quicken only offers "Investment" and "Retirement" as Account Intent. Would you please consider adding "Banking" as a choice for Account Intent for this type of…
I recently got an auto loan from BOA and when I went to add it into Quicken, the only BOA that shows up is something called "Bank of America - Cash Pro". I have all of my checking/savings/credit cards in Quicken for BOA. Not sure why I can't add the loan as well?
R 69.53 - Quicken Classic Premier After a failed download reset I tried setting up transaction download. Each time the system just freezes and needs to be shut down via Task Manager. I have validated and supervalidated. Rebooted the computer. This does not seem to make any difference. It's not just one account.
OSU is not showing investment accounts in the summary. All account updates and downloads come through. All accounts are checked for the summary. I have read that there is possibly a bad file in QData. Looking for advice Fran C [Edited - Readability]
I got my first Amazon credit card statement since setting up the Retail Purchase Categorization. When I chose View Orders a bunch of transactions show up but then when I chose Download & Match Orders it says No Matches Found. When I looked harder at the results I realized that both the dates and the amounts in the View…
I sold my position in Boeing some time ago but Quicken still includes a daily total with the rest of my positions? I have zero shares of Boeing currently. It is confusing…
Please do not send me a link to the Help article - I've already looked at it and as far as I can tell, this does not solve my problem. Problem Description My wife and I have two separate Amazon accounts - I want Quicken Retail Purchase Categorization to happen for both accounts. No matter what I do, Quicken RPC only…
We are aware of users getting errors when logging into Treasury Direct. This is due to the new ID.me login process. In Quicken Windows, this shows as CC-501, and in Quicken Mac, it shows as FDP-101. We've escalated the issue to our internal team for further investigation. We don’t have an estimated resolution time yet, but…
I'm trying to add online access to one of my accounts at Merrill Lynch, but it doesn't present me with a list of accounts to authorize. The steps I performed are: Selected the account in Quicken to add to One Step Update Under Account Details, I went to the Online Services tab and clicked "Set up now" Under "Search for…
I have Windows 11 (current on updates) and Quicken Classic Deluxe. I have been a Quicken user forever - at least a decade. Anyway, there is this new thing that updating keeps doing: downloading old transactions over and over and over, then either calling them "new" (so you have duplicate transactions) or re-matching an old…
It seems to me the title is only available for a fleeting moment when after accepting investment transactions. I know I can screen print it at that time…is it available at other times? If not, why not?
Went to do OSU's on 2 computers this morning. OSU should check and update 19 accounts from 2 Financial Institutions (Bank of Oklahoma and Communication Federal Credit Union CFCU). Only 1 account of 8 was checked and updated of 8 accounts from Bank of Oklahoma and no accounts of 11 at CFCU were checked or updated. Each…
We are seeing a trend of users receiving errors when trying to connect their Edward Jones accounts with Direct Connect. In Quicken Windows, users are seeing an OL-332-A Error, and in Quicken Mac, it's a 15500 Error. The issue has been escalated to our internal team for further investigation. At this time, we don’t have an…
We’re currently investigating an issue affecting KEMBA Financial CU customers using EWC+. During account reactivation, customers may successfully sign in to KEMBA Financial CU through the OAuth flow. However, instead of seeing the expected authorization or confirmation screen to grant Quicken access, they may be redirected…
We’re currently investigating an issue affecting Police and Fire FCU. Customers may encounter an FDP-102 error or a customer-facing CC-502 error when attempting to connect or update their accounts. The issue has been escalated to our internal team for further investigation. At this time, we don’t have an estimated time for…
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 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…
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 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:…
We are receiving reports that customers trying to connect their Voya accounts to Quicken for Mac or Quicken for Windows are getting an FDP-105/CC-505 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 as we have…
We are seeing an issue in Quicken for Windows: it's slow during a one-step update. 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 as we have more information. To receive notifications when updates are posted, please…
Great job to our most active members for this month!
