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The Community monthly newsletter where we discuss all the happenings of the month.
Months ago and again this quarter I'm seeing Dividend Entries in my Etrade Brokerage statements that show differences between the Dividend and the amount actually Reinvested. In the Comments column of my brokerage statement is the note ACTED AS AGENT. The amount in question ranges from $0.01 to $1.51. I gather this hit is…
Kemba Financial Credit Union (Ohio) has recently changed their software. With the change I can logon to my accounts via the web. I cannot reauthorize access via Quicken. I have deactivated the accounts in Quicken and initiate the new sign on process. The process opens a window in my browser and I gain access, however, the…
Windows Quicken Classic Premier Version R69.17 Build 27.1.69.17 While filling in split transactions, I use my TAB key to go from field to field and to the next line. Today after I entered the amount and clicked TAB and started typing into what should have been the next category on line 2, it turned out that I was typing…
I upgraded to Premier specifically so I would have stock intersection under portfolio x-ray. Since the recent update to R69.53 on Windows 11, the page does not populate.
In the transaction register, you can presently select any column for sorting. We should be able to select up to 3 columns for sorting, not just one. Continue to use the default sequence within the 3 columns (is it by date, and then entered sequence within?) Use case Sort by Category, tag, and payee
Every Square transaction adds SQ to the beginning. I'd like to be able to search for "SQ " and replace it with nothing. My only option is to replace all with a whole different payee, but they are all different. I just want to remove SQ. There are other similar things I'd like to be able to search/replace.
I spent a ton of time trying to figure out why files would sometimes attach while others wouldn't. PLEASE show the user an error message. Is the file name too long? Are there special characters that are not allowed? Please provide some feedback so that we don't have to experiment. PLEASE allow the normal special characters…
Please add an option to see investment interest and divident income in budget planning, as it is not there presently.
Quicken on Windows. Accounting. TurboTax tax return for 24,25. Sole proprietor. in Venice.
I am using Windows 11 and Quicken R69.10. I just created a new account and selected offline account for now because I wanted to download my statements and import them first. Then after the statements were imported, I would switch to an online account. I went online and downloaded my accounts statements as a QFX file. I…
The last notice of "available for all" was update R69.25. Since then, there has been R69.26. R69.29 and R69.53. I prefer not to update until the bugs have been worked out. I don't want to have the hassle of problem solving a bug. I would appreciate if there would be consistent notices of "available to all." I have been…
I have a IRA that I use to write a lot of QCD checks. I have printer checks for this account, but can't print from the IRA account. I endup entering the checks in a checking account, printing, then delete the transactions from the checking account register, then use the Write Check option in my IRA account. A lot of…
Hello All - @Quicken Anja @Quicken Kristina @Quicken Alyssa @Quicken Kathryn @Quicken Bree Just an FYI. I've had an ongoing issue for over two months now. Quicken tech support is aware of the issue and is still unable to provide a fix or ETA for a resolution. Very frustrating. My ticket number is 12535839. What used to…
With the new/upcoming subscription tracker in Quicken, it would be nice to be able to look at items in myr egisters, such as my credit card and checking account, and be able to mark them as a bill or subscription from there. Doing so would then cause them to appear in the bills and subscription list. Seems like they should…
Using Quicken Version R69.53. I am unable to update transactions for a Synchrony credit card. I have no such issues with another Synchrony card. When I seek to update at Quicken, it tells me I need to change my password at my bank. I did that, but it continues to give me the same message.
Can Quicken add the ability to add and download account information from Santander's Open Bank platform?
Having moved to a "Cash Management" account as my daily checking account, it would be nice to have the option to show these types of accounts in the Checking section. I recall the Windows version had something similar for other account types (switch to Mac 2 in Jan of 2025): I don't recall if there was an option to change…
I've recently started thinking about creating a new Quicken file on my PC for my elderly parents, because I've been given responsibility for their finances. My father will be going into Hospice and my mother cannot keep track of their finances accurately and I want to avoid any conflicts with my siblings. But, what are the…
All of my investment transactions are populating the memo field since the last update. The option to "NOT" populate the memo field no longer exists in account details. Also, the new % split changes when not used leaves an extra column that must be tabbed through to get to the next line.
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 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 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…
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…
Great job to our most active members for this month!
