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The Community monthly newsletter where we discuss all the happenings of the month.
This discussion was created from comments split from: Portfolio Xray issue.
Attention Truist customers (although you probably all got notified by now)… they are ending support for Quicken Direct Connect as of 12/03/26. You have until then to switch to Express Web Connect, but as we and they know, that's the end of Quicken-based bill pay uploads. Don't worry, you can call their help line, and they…
Hi, My apologies for not responding to a request for additional information from my original post/question on 9/16/26. I promise to check back and engage this time. My original question was: Does anyone have trouble with disappearing renaming rules? It's random, but individual renaming rules just disappear - poof. One or…
I have several I-bonds, and when I added accounts for them, I think I might have entered them as CDs, but I'm not sure. I can't find where Quicken will show me that. Now that I've bought another I-bond, I searched the community to learn the correct method (not realizing that I was incorrect with the others) and found out…
I've been watching (troubleshooting) this since 9/11 and finally figured out that if there are "Pending Transactions" following a download from a lender, and the account is configured to "Reconcile Using Online Balance" it won't automatically reconcile without manually deselecting the pending transactions in that window.…
I'm a Quicken Windows convert. I'm loving the Mac version, but I have a question. I have two MacBook laptops. One serves as a desktop while the second is for travel. What is the wisdom of using a data file stored in iCloud for both laptops? Any pointers?
When I scroll my mouse in the register, it doesn't keep scrolling. It jumps back to the transaction it was on. It's odd and I tried two separate mouses. I am not having this problem with any other program on Windows 11 so isolated to Quicken. Is anyone else having this problem? I updated Quicken this morning.
Quicken Classic Deluxe R69.53 When posting to a register, the date pulldown provides the Today button to select a date. I would like to see three buttons: Yesterday, Today and Tomorrow. I don't always post items on the current day, but usually the day before or after the fact. It appears there is enough real estate to…
Quicken has set up transfers based on past transfers. How do I stop this from happening?
BankFund Credit Union transaction download connection to Quicken failed on Oct 22 after the Credit Union made changes to its website. The prior connection had been Express Web Connect. Connection has not worked since. Disconnected accounts and effort to reconnect fails, with a message that Quicken is having trouble…
So, I'm finding that more and more payees are downloading transactions with additional information added to the payee name. An example is a date or transaction number being added. A payee might originally be listed as ABC Inc saved with a category, but now it downloads as ABC Inc 110326. Next month it might be ABC Inc…
Quicken Classic Deluxe R69.53 I back up my database to the C: drive, the D: external drive, and an online cloud drive. To back up to all places, I must do the C and D drives one at a time and then close the product, which performs the cloud backup. This issue is that each one of the backups displays a 'Backup Successful,'…
Quicken Classic Deluxe R69.53 This is a corporate Payment/Billing System Recommendation Had a renewal payment declined by my credit card company. I got the issue fixed with the CC company, but they said I should go back to the vendor to retry the payment. When I got to the Billing/Payment pages, you already had a red…
I am referring to the ongoing Morgan Stanley Wealth Management OL-301-A / Error 2000 alert (discussion 7976499). I’m experiencing Quicken desktop freezing when I try to synch my Morgan Stanley accounts. Has anyone found a workaround or seen any change? I just see a spinning blue circle and Quicken locks up
For those of you using Quicken Classic for Windows and having transactions not download, I have the resolution. My Advia transactions stopped downloading after 6/30/26, and I was manually entering them into 11 accounts. This is about the time that Advia implemented multi-factor authentication. I have gone through all of…
This discussion was created from comments split from: Why won't my Fidelity Investment accounts download transactions when doing the one step update?.
Pessoal, preciso de uma ajuda, meu Quicken não está habilitando para inserir informações novas ou pagamentos programados no ano de 2027, já fiz backup, porém não sei como seguir em frente e gerar as novas programações. Alguém pode me ajudar?
I have two IRA accounts with Pershing. quicken only picks up one of the accounts. They use the same login information and I can select the two different accounts from the same home page. How do I fix this? Please advise.
We’ve received reports from some users connecting to American Express who are seeing an online balance of $0, while the balance in Quicken remains accurate. We are aware of this issue, and our team is actively working to resolve it as quickly as possible. While we don’t yet have an estimated timeframe for a fix, we…
We are receiving reports of users encountering FDP-106/CC-506 and OL-297 errors in Quicken Classic when trying to update or add their State Employees Credit Union accounts. While we don’t yet have an ETA, we are aware of this issue, and our team is actively working to resolve it as quickly as possible. To be notified of…
We are aware of an issue with Ent Credit Union returning a CC-503/FDP-103 error in Quicken Classic for Windows and Mac when using legitimate credentials. 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…
We are getting reports of Bank of America users getting an FDP-105 error in Quicken Classic for Mac, and a CC-505 error in Quicken Classic for Windows when attempting to connect their accounts. This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as they become available,…
We are aware of an issue impacting both CIT Bank N.A New Login and CIT Bank Online: Customers may encounter the following error codes: FDP-105 FDP-101 FDP-102 CC-601 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…
We have identified that users with Axos Bank are receiving an FDP-103 / CC-503 error in QMac and QWIN. The following connection options may be affected: Axos Bank - Bus Axos Bank Business DC Axos Bank Business WC Axos Bank DC Axos Bank WC This has been escalated internally, though we do not have an ETA at this time. To be…
We are getting some users reporting FDP-105 in Quicken Classic for Mac and CC-505 in Quicken Classic for Windows for Capital One/Capital One Card Services/Capital One Card - Current. 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…
We are currently aware of an issue where customers connecting to Golden 1 Credit Union are receiving an FDP-105 (Mac) or CC-505 (Windows) error. This issue is occurring in both Quicken Mac and Quicken Windows and may prevent accounts from connecting or updating successfully. Our teams are actively investigating the issue…
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…
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…
Great job to our most active members for this month!
