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!
NEW! 5/12/26 Capital Group - American Funds - OFX-16503
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 added a new account to my existing Morgan Stanley accounts. I get the following message when I try to add the new account to Quicken When I try again, I get the same message. Any ideas on how to solve the problem?
Last few days Service Credit Union has been requiring a texted code every time I run One Step Update. I've done an Account Reset a couple of times, but that hasn't cleared it up. No issues at all logging into their web site. Anyone else? Quicken Classic Deluxe R66.28 Windows 11 Pro
I can only guess that these appeared, somehow, as a result of the changes to Discover Bank connect methods, but I suddenly have transactions that I did not enter, with a payee of "Adjusting Transaction" and a memo of "Adjustment to offset newly-downloaded items before this date", mostly dated years ago, the day before the…
I had an equity loan set up in Quicken that would download details from Merrill Lynch. The loan had been paid off. Once the loan was paid off, the payment detail tab disappeared. I am trying to do another download from Merrill Lynch (I just used the equity line again). Quicken won't allow me to reset and download again.…
I am beyond frustrated with Quicken. When it works, it is wonderful, but way too often it glitches. Over the past few months, I have frequently experienced One Step Update taking several hours. I figured that part of the reason was that I was using an older PC and would frequently access the PC remotely from an iPad app. I…
This discussion was created from comments split from: Bank of America and reauthorization .
I'm in the middle of switching all my daily/admin work from from mac to windows and stuck with massive quicken failures. Been using chat to figure this out for about a week and it's pretty well stumped calling my issues "not a normal setup mistake" Using QC-Deluxe / Version: R67.7 / Build 27.1.67.7 / latest version for my…
I set up my new mortgage loan using the loan setup function. When I got to the question "Set up a payment reminder" I answered yes and went thru those setup steps as I have done many times in the 25 or so years I have used Quicken. Today, when I tried to use the reminder to enter the payment, I got a payroll deposit popup…
I've just purchased an upgrade, form Version 7.4.2 to the latest version. I don't understand the options open to me in the screenshot? Help would be much appreciated. QuickPeter
I bought a car from a dealer, made a $5,000 down payment, and financed the rest through my credit union. I set up a loan account in Quicken with the loan details. Questions. Why does the loan account have "Hide in transaction entry lists" greyed out in the account details? Why does the loan account have no associated…
I got the following yesterday and again this morning I also got this 10 days ago. Quicken used to be very good. Why is this happening? Charles [Edited Readability]
Bloomingdales visa has not been able to download transactions for over five days. Windows 11 most recent update. CC-502
CC-505. Unable to download transactions. Windows 11 with latest update.
I previously owned Activision Blizzard (ATVI) before the merger with Microsoft, and I'm having trouble entering this transaction in Quicken. I've tried various methods, but nothing seems to work. I would appreciate any help.
When I run one-step update, my US Bank accounts appear to update normally (new transactions. etc. show up), but then I get a warning saying they couldn't be updated. The warning continues to show up in one-step update summary. Accounts with other institutions such as Bank of America, Chase, and Capital One don't have this…
I can't log into any of my Wells Fargo accounts as Quicken seems to think my username and password is wrong for Wells Fargo. Well it isn't, and this happens periodically when Quicken does an update. Why they can't stop this is beyond me. Normally I can fix this problem. I remove the financial information for all Wells…
When I click on the Bills & Income tab, it just hangs for several minutes. It was slow for a few weeks, but not really usable now. The tabs around it Spending and Planning are snappy and work as expected. I use the date due view here. The other views seem to be quicker. Note: All of my bills are "manual". Nothing is a…
In the past when downloading any account transaction most of time Quicken would attempt to categorize (auto-categorize) it for me. Example: Credit card transaction from a frequent restaurant would automatically populate the Category column. After the latest update all my downloaded transactions are "Uncategorized". I now…
Overview As part of the First Bank and PNC Bank transition, you will need to disconnect your First Bank accounts in Quicken and reconnect them using the new PNC Bank connection. This ensures your accounts continue to download transactions without interruption. Important: You must deactivate all of your First Bank accounts…
We are seeing a spike in FDP-105/CC-505 errors with Merrill Lynch Investments. CC-505 in Quicken Windows and FDP-105 in Quicken Mac. 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 in the upper right.…
We have received a number of cases in which users report missing transaction downloads for their credit card accounts across many different financial institutions. This alert is for users who are ONLY missing transactions in their credit card accounts. We have a list of reported financial institutions, but this may…
We are seeing a trend of CC-502/ FDP-102 errors for users connecting to Macy's Credit Card. This is happening on Quicken Classic for Windows and Quicken Classic for Mac. 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…
We have been made aware that customers using Capital Group - American Funds are getting an OFX 16503 error when trying to connect or update accounts. This is impacting Windows and Mac. This error may also show as an OL-383-A, OL-383-B, or OL-292-B This has been escalated internally, though we do not have an ETA at this…
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…
We have received confirmation that Human Interest is no longer supporting third-party aggregation. As a result, it will be removed from all Quicken products. If you are currently connected to Human Interest, please make your accounts manual so they are no longer connected to the bank. Follow the Deactivation instructions…
The latest Quicken for Windows release R67.7 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…
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…
Join us and respond in the Water Cooler for a new Badge!
Great job to our most active members for this month!
