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When I go to enter a new line on a split transaction, I discover that Quicken has changed the amount on one of the prior lines. Quicken adds a debit on a new line that is not attributed to any payee or account to keep the transaction total consistent. I am forced to continually check for the changed transaction and then…
I noticed this today. It happens after every transaction is updated. I'm in the credit card screen, save, and am transported to the investing tab. Version R69.53, Build 27.1.69.53
I'm surprised at how bad Quicken can still be at guessing the category of a transaction. For example, I use a "Schools First" ATM. Quicken always categorizes it as "Education". Has any thought been given to using AI to look at all the non-personal data of a transaction and make a better guess of what it is?
You cost me hours of my time to figure out the issue as well as an hour or two of your support staff to guide me through the changes.
Is there a known issue for others? Can you help me fix this?
Quicken Kristina Quicken Windows SubscriptionMar 14, 2026 Hello @recursor1, Thank you for sharing your experience! I'm glad to hear the issue is resolved now. The issue you described was a known issue and was fixed in update R66.18. Thank you! Quicken Kristina No, it's not. At least not in R68.31 build 27.1.68.31. Not…
Windows 11 PC, Quicken Classic Premier Desktop version R69.53, Build 27.169.53 - Quicken recently deactivated my bank checking account and credit cards. I was able to go through the steps to reactivate all except for Citi Costco Visa. I can successfully log in to the Citi website and see that Quicken is authorized for my…
I have had this issue for some time. When I open Quicken, it will create new accounts based on my old accounts. I will include a picture. I actually cleaned it up a while back, and if you will notice in the attachment, there are 4 accounts that are associated with Discover 08xx. After I cleaned it up, there was only the…
I'm using R69.53 for Windows, and perhaps I completely misunderstand the meaning/behavior of saving a Capital Gains report with this setting : What I had expected was that if I add a security after saving the report with this setting, then when I re-open the report, any closed transactions on Securities added after the…
Quicken for Mac Classic Premier Version 9.2.2 (Build 902.61860.100) I am switching my investment accounts from Merrill Lynch, from which I have 18 years of data, to Morgan Stanley, and I can map the Morgan Stanley new account number to the accounts that I currently track and download into the existing Quicken files. Morgan…
For any Canadian users out there ... How best to record a withdrawal from an RRSP, and yet still have Quicken report it as income? A simple transfer doesn't work. My current solution is a 2-entry method: first entry to reduce the balance in the RSP and record it against a "dummy" category, with the second entry to record…
I am trying to connect CIT.com to Quicken Classic but get CC-501 error. This account has been connected in the past.
Quicken P&B responsiveness is starting to get sluggish, and I wonder if my data file needs cleanup/repair. Running GG 27.2. I noticed that when I created a file for beta testing, responsiveness was awesome. Clearly, not as many transactions in the file. Once I was convinced that the beta was stable enough to use for real,…
My Quicken makes mistakes in the calculation of Daily gain/loss and sometimes makes wild swings in net worth. Is there an option to check the calculations in Quicken? TIA, Thomas [Edited - Readability]
Currently, and historically, the process for adding new accounts, in addition to having to re-sync accounts so frequently, has become tedious, annoying, and overall not convenient. I thought the point of Quicken is to track finances, budgets, etc., but instead, the process of adding and managing accounts has been, and…
Now we can create our own groups in the sidebar and move account within each created group as we wish and in the order we want ( which is great ) I would suggest that right clicking (contextual menu ) on a group title allow us to update all accounts in that particular group eg: update all credit cards in the Created Credit…
This discussion has been merged.
I tried adding a new loan. It had to be offline since the specific finance company was not found. I added all the info and then arrived at the "Quicken will add a reminder" screen. Click Next, edited to Loan remoinder details—click Done—but arrivedback the screen prior—the only option is click Next. This just brings me…
Hello, I am using the latest edition. But as this screenshot indicates, the cloud sync now takes forever to finish. Not sure what's going on. I have to use Task Manager to end the program so that I can use it again. And then sometimes, upon finishing syncing, certain account-to-account transfers will disappear, and…
We are aware that customers using Quicken Classic for Windows and Mac are experiencing FDP-101 errors and missing transactions when connecting to TD Canada Trust. Our team is actively working toward a resolution. At this time, we do not have an estimated timeframe for a fix, but we will continue to share updates as new…
We are seeing Quicken Windows users who are experiencing freezing when trying to connect their accounts using the "Set Up Now" button in Account Details. The loading indicator continues spinning indefinitely, and Quicken becomes unresponsive. If users try to cancel the process, Quicken freezes. This behavior is only…
Customers report being unable to connect existing RBC Royal Bank accounts via Express Web Connect on Quicken Canada Starter. During the add account flow, no explicit error is shown, but Quicken only provides the option to create an offline account instead of linking the accounts. The issue has been escalated to our…
We are seeing customers experiencing FDP-106/CC-506 when trying to connect their account with First National Bank of Omaha CC & FNBO Direct in Quicken for Windows and Mac. The issue has been escalated internally. We don’t have an estimated timeframe for a resolution yet, but we’ll share updates as soon as more information…
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…
Customers attempting to connect or update their Desert Financial Credit Union accounts are receiving FDP-181 / CC-581. The financial institution is permanently blocking the current Intuit aggregation connection, preventing customers from successfully connecting or updating their accounts. Quicken has plans to transition…
We are aware of an issue affecting Quicken Classic users where transactions may be missing from Nuvision Credit Union accounts. The issue has been escalated to our internal team for further investigation. We don’t have an estimated timeframe for a resolution yet, but we’ll share updates as soon as more information becomes…
We are aware that some Pelican Credit Union users are experiencing FDP-2505 and CC-501 errors in Quicken for Windows and Mac. During the authentication process, users may also be redirected to a webpage displaying the following message: “Site not found. Looks like you followed a broken link or entered a URL that doesn’t…
We’re aware that some users are experiencing connectivity errors in Quicken for Windows and Mac: Quicken Mac: FDP-102 and FDP-103 Quicken Windows: CC-502 and CC-503 We've escalated this issue internally, and our team is actively investigating. We don’t have an estimated resolution date yet. To receive notifications when…
We are seeing users who connect their Pentagon Federal Credit Union accounts get an FDP-350 error daily in Quicken Windows. Users are able to verify authorization, but the error comes back seemingly every day. The issue has been escalated to our internal team for further investigation. We don’t have an estimated timeframe…
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