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RESOLVED 6/2/26 Duplicate Transactions Suddenly Appearing for May
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The Community monthly newsletter where we discuss all the happenings of the month.
07/01 Update - Just need to set up personal finance aggregator in VA59. Is this the right place to report bug? If not, please let me know where to submit. Thanks Problem statement: Can't add new Virginia529 account due to new url: www.invest529.com Existing linked account still get update from the old url…
I've spent the last few days troubleshooting a hang problem where data file open hangs part way through the open process. The window opens, the menus populate, and the account list populates, but then the process hangs and focus is never returned to the user. Skipping past all the myriad things I tried that did not resolve…
I have set my security to require a fingerprint to open the data file. However, this prevents my spouse from accessing the file if something happens to me or requires my presence for her to do so. It would be quite helpful if Quicken for Mac permitted an additional fingerprint.
I use Quicken Classic Mac. I wish to keep the app open on my Mac as I frequently make updates. But automatic backups happen only if I quit the app, and syncing to mobile/web happens only if I trigger a sync manually. My wife watches our finances by looking at Quicken on the Web and wants to see what is happening on a daily…
Add an option in calendars to show only pending transactions, not including those already entered. Could also then add an option for the opposite, show only entered transactions. Having migrated from Windows, this was a valuable setting in calendars to easily see and process pending transactions. Not having it on Mac I…
Add an option to this text based filter of "Through 15th of Month" & "Through Last Day of Month" to coincide with typical salaried income/pay dates to more easily manage bills between income cycles. Add a Custom Dates filter also to be able to specify a start & end date range.
I am writing as a long-time Quicken subscriber to request that you continue supporting macOS Monterey (version 12) for the foreseeable future. Many Quicken users, including myself, utilize hardware like the 2015 MacBook Pro. These machines are still high-performing, reliable, and perfectly capable of running financial…
Quicken needs to support passkey login to accounts now. I already have one institution that only accepts passkey logins
After one update, the balances in the accounts became inaccurate. After the next update, having to reconnect the accounts online required multiple attempts with the program freezing. Finally, after a few hours it came back with the second account also showing the transactions from the first account. So…do I delete these…
I am running Quicken Premier for Mac and have Exxon in two different brokerage accounts , E trade & Morgan Stanley . I have auto download transactions on both . Both download transactions are different , major issue is with Morgan Stanley Exxon had a name change going from Exxon Mobil Corp to Exxon Mobil Holdings Corp . In…
For some reason lately my Quicken has been screwing up my accounts. It seems more when I was syncing with my cloud account, so I turned that off. I'm going to let it run a while without the sync on and see what does. I thought there use to be some type of repair option in the help menu but now I can't find that. I have an…
I am using Quicken Starter version in Windows and have never had the following problem until recently. I manually download transactions from the bank website. The download shows up and is saved but I cannot get the transactions into area at the bottom of register where it says "X number of transactions downloaded." This is…
I'm having issues with one of my Fidelity accounts, and to clean everything, I thought I would try starting over. I was going to try deleting the account from Quicken Mac and then reconnect it to Fidelity and download the transactions. In my first attempt, it only downloaded a couple of summary-level transactions from…
I can't update transactions of a Citi credit card. Consistently get the following UN/PW error when submitting my UN/PW (Which I KNOW is correct ). For a complete discussion, see the attached which documents all my extensive attempts to correct. All to no avail. The Bottom Line is this; The…
This discussion was created from comments split from: Issue with connection to Fidelity.
Ford has recently come out with a new credit card; I am guessing within the 1st or 2nd quarter of 2026. As a user of Quicken for Windows R68.25, I am obviously not seeing this credit card as an option to connect for direct downloads. How does this card get added for downloads?
I back up my Quicken files to a local external hard drive when I shut Quicken off, and it takes 15/20 minutes to complete the backup process. Has anyone experienced this long backup process? Any suggestions on how to speed this process up?
We are getting some users reporting FDP-105 or 16503 in Quicken Classic for Mac with Robert W. Baird & Co or an OL-293 in Quicken Classic for Windows. 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 ribbon located…
The latest Quicken for Windows release R68.25 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 are currently tracking a Direct Connect connection error with UBS Financial Services. Customers may receive OFX-2000 on Mac or OL-301-A on Windows. 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 ribbon located…
We have started rolling out Quicken Classic for Mac 9.1 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…
We are aware of an issue with how Fidelity money market funds are represented in Quicken for Mac. Fidelity sends the money market security in the API (previously through OFX) as both a security holding and in the cash balance for the core money market. For example: SPAXX — you own $100,000 as 100,000 shares. Fidelity sends…
Since June 1, my Quicken was unable to connect to e*Trade. I had to deactivate and then try to set up again. Now, it says This Financial Institution only support simple investment, meaning I can only download position information, not transaction. Does anyone else have the same problem? If this it the case, can anyone…
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…
PNC Bank is acquiring First Bank of Denver, CO. As part of this transition, customer accounts will be migrated to PNC, and existing First Bank connections in Quicken will no longer work. Key Dates June 18, 2026 FirstBank of Denver CO connections will be disconnected. Transaction downloads from FirstBank will stop. Intuit…
I am a night owl without a doubt. I love spending summer nights under the stars. It's one of my favorite things to do. The quiet peace, the fresh air, and the endlessly captivating wonder of the night sky make it my ultimate happy place. ✨🌙 What about you?
As we welcome the month of May, we'd like ask you— What’s a completely normal thing your brain just refuses to do correctly? For me: the second I set something down (anything), it immediately stops existing. Cue me looking for it 2 seconds later like it vanished into another dimension. How about you? Be honest… we all have…
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