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First encountered this problem evening of March 16, 2026. When downloading transactions, Quicken Classic seems to have downloaded the information for one investment account - it says Complete, but for all other accounts, it says Waiting and stays hung up that way. The only way out is to end the task in Windows 11. The…
I'm using Quicken Classic Deluxe on Windows 11 Home, Version R65.29, Build 27.1.65.29 Note that this is a release dated 12/22/25. Originally I was running the most current release R66.23 dated 3/2/26 but it caused the problem I describe below. The customer support agent had me install the older release, essentially turning…
I recently reauthorized and updated my Discover Card Express Web connection as your November email instructed (2 accounts). The problem is every time I want to do an update, a dialogue box appears wanting to reauthorize the two accounts it already successfully updated. It's like the movie "Groundhog Day". Why is it not…
This discussion was created from comments split from: Migrating your Discover Card to Capital One.
I inadvertently closed a banking account in Quicken. How can I reopen this account?
I'm using Quicken in Windows Version R65.29 build 27.1.65.29 It shows that my subscription expired March 9, 2025, but my subscription is actually good till March 9, 2026. I just received an email warning me that it will renew at the new (higher) fee. Since 11/2025 I have not been able to download transactions from my…
Golden 1 Credit Union upgraded their system on Saturday 2/21/2026 and now I'm unable to get connected. Depending on which Golden 1 CU I choose when I start to setup the connection I get one of the 2 errors below. I've tried disconnecting my accounts and creating a new connection but still couldn't get connected. I did wait…
I can't get my brokerage accounts at Fidelity to update. Quicken is throwing "CC-601 We cannot find an account with a non-zero balance or with any transactions in the last 12 months. Please check on your website and try again." This has been happening since yesterday. I have tried the usual tricks - e.g., de-authorizing,…
This error continues to plague me. I have tried several things to no avail: Deactivated the account in Quicken (as instructed) Revoked the access on the Bank of America website (as instructed) Tried adding the account again (as instructed) All of it led to "User not Eligible". I am the ONLY account holder on this credit…
I own a rental property and have made improvements to it. I want to create sub-accounts for each major improvement so I can clearly track the original purchase price and the additional amounts added to the cost basis for calculating long-term capital gains. example: Rental #1 - $175,000 Purchase (05-2019) - $100,000 Pool…
I've been using Quicken for more than 30 years, but I have just recently started using the Bills and Income Reminders function. I am setting these up manually (for now), and I am seeing some inconsistencies. Not all transactions are available in the pull-down list to create new reminders. How do I create new ones if not…
My Q for Mac is set to download all my credit card and bank transactions. For some reason, one credit card account is showing two duplicate payments each month. That's causing the balance on the credit card to be increasingly positive each month. I don't know which of these transactions is the right one and which is not. I…
I want to cancel my account. I do not use it anymore. [Edited-Readability]
I just paid for a prorated update from Mac Classic to the premier version. I am trying to use the Capital Gains Calculator to figure get an estimate on taxes I'd owe. I have entered the federal and state tax rates. I have selected my Schwab account, chosen both short and long term returns and gainers and losers. I can't…
A new Quicken version was down loaded by an update and installed. After installation the application fails to start. Is there a way to revert back to the previous version and ignore the update?
I really miss print setup, being able to adjust columns on a print preview to save paper and condense the view of each page.
I'm on Mac Quicken Classic Deluxe, version 8.5.1 (Build 805.60122.100), macOS 6.3.1 The cash management account has one money market fund, FDLXX, that holds the entire balance of the account ($12K). Cash balance is $0, meaning that there is no "cash" being held in SPAXX, Fidelity's default core holding for uninvested cash.…
Version R66.28 Build 27.1.6628 Windows 11 Has anybody gotten Quicken to connect and download from Victory Capital? I'm getting CC-501 or CC-502 errors. Quicken phone support so far has not figured it out, even on "escalation." Tried a 'new' database just to see if it was something in my data I was using. Nope. Any…
I have a saved Inc vs Exp report. Taxable distributions and SocSec from my spouse's show correctly. However, the same exact formatted transaction from my account does not show at all on the report. I think my file could be corrupt as the interesting thing is, the accounts that show correctly are unselected in the Customize…
In my Category and Tag report splits to not show up, even though the same category is used for single entries. That makes the report wrong. How can I fix that? I notice this question has been asked before but those discussions are closed.
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’ve received reports from users indicating that the money market fund FZDXX is not appearing as a security in Quicken for Mac. While transactions for the fund may still be visible and reflected in the cash balance, this behavior can cause discrepancies between Quicken and Fidelity account information. At this time, the…
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…
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 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…
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…
We have started rolling out Quicken Classic for Mac 8.3 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…
https://community.quicken.com/discussion/7847546/quicken-community-guidelines [Reposting due to the original post being lost]
Mastering Tagging in Quicken (Mac & Windows) by: Janean Comfort Hello Quicken Community! It’s been a little while! But we are back and this month, we’ll dive into tagging strategies that work for both Quicken Classic for Windows and Quicken Classic for Mac users. We’ll also walk you through the steps of how to apply tags…
UPDATED 11/10/25 PNC Bank -Direct Connect and PNC - Web Connect
Great job to our most active members for this month!
