Discover tips, workflows and community insights to help you master Quicken at its best.
Select a category to get started.
All Quicken Classic categories will be listed here.
If there's an ongoing issue with Quicken Classic, we'll post it here.
Thinking about buying Quicken? Ask us your questions!
Need help using the community? Ask us here!
RESOLVED 8/5/26 American Express - CP_ACCOUNT_NOT_FOUND, and CC-800
Join us in The Water Cooler!
Here you'll find announcements about our products.
Have an idea about Quicken? Add it here!
Everything you need to know about Quicken Classic for Windows.
Everything you need to know about Quicken Classic for Mac.
Everything you need to know about Quicken Mobile.
Everything you need to know about Quicken on the Web
Come here to discuss anything and everything about organizing your essential documents.
The Community monthly newsletter where we discuss all the happenings of the month.
I am on Windows W11, QUICKEN R69.26. Whenever I upload through One Step Update, the issue does not go away, Quicken does not appear to recognize matching transactions. Not all, only from September.
I have set it to sync to the cloud when closing Quicken on Windows VR68.31. Until recently, that worked without issue. Two weeks ago, I had to reinstall Quicken desktop on my computer and restore my last backup. Since then, it has stopped working, and I have to remember to manually sync before closing. I have verified that…
After decades of using Quicken, I find it very annoying to have the blue dot "You have tasks to perform", when clicking on it, no tasks related show up. This is primarily investment accounts (CMA, etc). Why not have an option in Preferences that would allow one to "expire" the notifications if it happened before a certain…
Dear Sir. Could Quicken Classic Deluxe synchronize with Microsoft Outlook 365 64-bit? Thanking you in advance. [Edited - Removed Personal Information/Readability] Lennox
Feature Request: Add Optional “Future Projection” Toggle to Reports (Scheduled Transactions + Budget Data) Summary Please add an option within report customization that allows users to include future-dated scheduled transactions and budgeted category amounts in reports via a simple toggle (on/off). This would extend the…
Recently, I initiated a transfer of all investment assets from accounts in brokerage X to new accounts in brokerage Y. My plan for dealing with this in Quicken Classic for Mac is to create the new brokerage Y accounts in Quicken but disable downloads for those new accounts and manually add a transaction in the old…
Thanks for the Portfolio Value report. It would be great if one could take the securities in a Portfolio Value and load them into a (the) Dashboard display. Many investors have different meaningful portfolios spread across their investment accounts. The Portfolio Value report allows one to see those portfolios broken out.…
Using Version R68.31 Build 27.1.68.31 My banking Transactions download so I can reconcile all my accounts except 1. That one was previously downloaded, so I could update until about a month ago. I've contacted Quicken support 3 times, and they say everything on their end is fine; it's my financial institution. My financial…
Received a notice that I needed to certify the download requests for Fidelity Investments. So I proceeded with following the prompts to do so. I added my accounts first and then added my wife's. When I saved my wife's it overwrote the logon info with her info and said that my accounts could not be found and deleted my…
Quicken will not open. It repeatedly gets stuck on 'Updating your data file'. I've uninstalled and reinstalled. What else can I try?
LPL download/update problem is several business days old. For me, it has been since 9.17. I see other comments from 9.15. What's up? Why so long?
I would like to suggest a long-term architectural direction for Quicken: Ideally, each Quicken data file/dataset could represent a truly independent and isolated Quicken environment. This could benefit Quicken as well as its customers: stronger dataset isolation could potentially reduce difficult support cases, make…
I just bought TIPS at Vanguard. The day the trades settled, Quicken showed the correct number of shares, but valued them far below the balances at Vanguard. The next day, Quicken showed Vanguard reporting an increased number of shares, but when I look online at Vanguard, the numbers are the original purchase. Has anyone…
After one of the recent updates, I noted that Quicke is now buying and selling SPAXX when I do a "cash" transaction. I have handled "SPAXX" as just a core account holding up until now. i.e., If I transfer cash to another outlet, I simply send from the core. I do not hold "SPAXX" as a security. If I get a transfer into this…
Please consider modifying the Customer Payment Form so it includes similar Form submission options as the New Customer Invoice Form: The current Customer Payment Form options: A Payment Form offering Enter and New would reduce time and keystrokes when inputing batches of payments (eg ACH/EFT & lockbox files, or multiple…
As a Mac Quicken user since 1993, I have entered over 34k transactions for home finances. The product has been pretty dependable for decades … until recently. When mobile Quicken became available, I was excited to try it until I noticed errors with PAST successful reconciliations — random transactions were deleted. With…
An old problem has reared its ugly head again. On the Bills and Income tab, the “Upcoming Bills” section is at the top, and the “Due Soon” section is at the bottom. I think this is same issue raised 4-5 years ago in these threads below. This is the first time I have seen this happen recently. And I’m guessing the Mondo…
UBS Financial Services Direct Connect is updating holdings but not downloading transactions. Transactions dated September 21 and 22 are visible on UBS's website. One Step Update reports "No new transactions downloaded." I reset one affected UBS account and the problem persists.
A personal note to share… Today marks my 30th anniversary of using Quicken. I installed the app from a CD back on September 23, 1996. I know the exact date because I still use the same checking account in which I made that very first Quicken entry. Oddly, I didn’t buy that first copy of Quicken. It was given to me by an…
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 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 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…
Sometimes it’s the little things that can completely change the mood of your day. It could be a good cup of coffee, hearing your favorite song, getting a phone call from someone you love, or simply enjoying a beautiful morning. ☀️ For me, it’s when someone smiles at me. It’s such a small gesture, but it always makes my day…
Great job to our most active members for this month!
