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I'm new to the Mac version. In a brokerage account that has cash transactions and investment transactions I can't seem to enter a new cash deposit with + or Cmd N. Account is detailed, I'm filtering for Payment or Deposit. I was expecting a new, empty row to become available for entry (or a dialog box?). Seemingly nothing.…
This discussion was created from comments split from: Quicken Online backup .
The rollover balance amount on any category at the end of the year, if adjusted, doesn't update the rollover balance in next year's category, and I need to adjust each category's rollover balance to match prior yr changes. 🤔 Win11, Quicken Deluxe, Ver: R66.12, Build: 27.1.66.12, [Edited - Readability]
Do you ever feel like you are losing it? Today OSU downloaded Transitions from Ally and Barclays Banks. Both these Banks connect with EWC+. I do not connect with either Bank when I do my daily OSU. I looked at my OSU connection window…and neither bank is checked to connect. Now I know I am not losing that badly…I mean had…
I was receiving the OL-295-A error for the past several days with my accounts at America First Credit Union, and I contacted them to see what, if anything, was going on on their end. They told me that there were no issues (not unusual), so I decided to deactivate and reactivate my accounts to see if this would work. It was…
ISSUE: Three-way Transaction Match I have now identified three situations (three months) in which two transactions are being matched to the same matching transaction, which should not be possible. DESCRIPTION: I downloaded transactions into the checking and credit card account using One Step Update. I noticed that the…
For the past 2-3 weeks, I have been getting OL-294-A and OL-295-A errors when trying to update my America First Credit Union accounts. The issue persists for 2 or 3 days, then spontaneously functions for 2 days, then recurs. I've contacted AFCU about these errors, and their tech team could not find any problems on their…
Q Classic-Windows. I record credit transaction as they occur, then download weekly to confirm I didn't miss or mis-enter something. For decades, the downloaded transactions matched as long as Payee and Amount were identical, and date "close". No longer. Now the download reads "match" but is enter as a new transaction when…
I have bill reminders that I manually enter into the register when I confirm they are paid. Now they are automatically showing up in the register (without their categories) but not removed from the Bill Reminder section, so I'm still manually entering them. Then I end up with 2 entries in the register. If I did notice…
Quicken Deluxe R65.29 reports "TurboTax Import Failed! (Error 2). See post from 2024 for the same error. I've already reported this to the Quicken Phone Support team and referenced the CTP number from the post below. The file name I tried to import was C:\2025.tax2025. It doesn't get much shorter than that.…
Error Code started after recent release late February early March 2026. Quicken Help line tells me a bank problem that I am locked out, bank says I have connectivity. I use Direct Connect on Windows computer. I downloaded the newest release and have not been able to connect with bank. R66.23 is my new Quicken download. Can…
While doing an account update if you update a line item in a register it's completely rolled back at the end of the update process.
This discussion has been merged.
I would like for the flag column in a register to be more useful. I have not figured out how to create a custom report listing flagged transactions, ideally including notes attached to the flag, ideally with filters for the color of the flag. Customizing a report does not offer an option to include or filter the flag data.…
When Quicken set up a loan and a memorized transaction can I add a tag and memo to it so I don't have to edit the entry every month?
Not sure what happened. I did my usual One Step Update Accounts process, Quicken Classic for Windows R66.23. A window came up that said I was missing some stock splits — which was odd. I went ahead and did those, security prices downloaded, but now there are no current prices or price history for any security. Anyone else…
I have been using QM since it came out for the Mac and am still using QM 2007. I am trying to learn to use the current Quicken Mac. I can't seem to figure out how to print out a list of my Categories. This is very easy to do in QM 2007
Windows 11 I had gone through the steps to "Reauthorize" my Discover card account, then it actually made me do the same "Reauthorize" a second time. But then I was able to download last month. I did a One Step update earlier today and realized Discover did not update. I just went to do it again by choosing Update Now, and…
Account not connecting, retried multiple times
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…
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 are aware of an issue with ‘Current Bill’ information not showing for billers in Quicken Classic for Windows. Our teams are actively investigating the cause and working toward a resolution. We will share updates as more information becomes available. To be notified of updates as they become available, please click the…
We have received several contacts from customers who are reporting issues updating accounts with PNC Bank – Direct Connect while using the financial institution's Direct Connect option. Customers who are encountering this issue are unable to update accounts with the financial institution; however, they are not receiving…
We have received several contacts from customers who are encountering issues updating accounts with Oakmark Funds and Janus via Direct Connect in Quicken Classic for Windows. Customers whose bank account password for either of the financial institutions is saved in the Quicken password vault are prompted to enter a…
Quicken Windows customers using scheduled transactions with split lines (such as paychecks or multi-category expenses) are reporting that the splits are re-ordered inconsistently after saving. This change of ordering occurs despite multiple attempts to save the splits in the correct order. Our teams are actively…
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…
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…
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…
UPDATED 11/10/25 PNC Bank -Direct Connect and PNC - Web Connect
Great job to our most active members for this month!
