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.
Ran OSU just a short while ago. Got an error message from AMEX. See Pic Below. I waited until 06:00 PDT and tried again, and got the same message. So whatever "issue" they are having, has not yet been resolved. So hang in there everyone. Just try again later.
Suggestion: Add an auto-entry field for Check# in the Memorized Transaction List. I used the field with almost every transaction, and it is annoying to not have it auto-filled when I use that payee.
Currently find/replace by amount doesn't work intuitively. See When searching by amounts, there needs to be an option to use the absolute value of transactions, i.e. ignore the sign of the number. For example, when searching for "amount > 1000" the logical and intuitive meaning is the absolute value, not worrying about…
I'd like to suggest adding the following: Allow the screen to be expandable when choosing which accounts to add from a financial institution. Under the Help menu, add "Make a Suggestion." When having to deactivate several accounts from the same financial institution, allow the option to select multiple accounts and…
It would appear that Quicken has a limit on the number of line items you can list on a paycheck template (confirmed 30 items). I have a real-world situation that requires more than 30 items. I called support. The only alternative they suggested was to not use the paycheck template and list the paycheck as a split…
Please allow us to access our 5 most recent databases instead of 4! We have 5 total databases, and it is such a pain to always have to open one of the databases all the time instead of accessing it when you click File.
In my understanding the FBAR requires reporting the highest dollar amount in each foreign account during the previous year. This foreign currency should be expressed as dollars using the exchange rate on December 31 of that year. Complete account numbers, bank name, and address are also required. All of that information is…
Consider providing a checkbox when there is a prompt to Cost Average or do a Lot Selection. The checkbox would give the user the ability to say that for this account, please use the answer I'm giving you now for when this question is raised. Similarly, consider not asking at all for an account where it doesn't matter such…
The ability to automatically add renaming rules is automatic if one is changed. In doing so, it automatically adds that rule, even though it is turned off. This is a an error that continues to enable us to do double work. 2. There is no report of the Renaming Rules. 3. There is no way to maintain what the original name was…
My bank changed the way they import transactions into my Windows Quicken Classic Deluxe account last October. I now have 2 accounts that contain transactions with years of history. New transactions are only going to the new account. There are no duplicates; the new account contains data from the first few years and the…
Fairly new to Quicken for Mac, I used Quicken for windows for decades. Quicken for Windows Classic 9.0.3 - when I sell a mutual fund I have, I can enter the details, but the part missing is the transfer to a bank account, where that money is going. screenshot attached. In the windows version, there would be a box for the…
resolved, server error
Windows 11 Home R67.10 Build 27.1.67.10 Problem with Net Worth Report that I am unable to explain. Posting here in hopes that someone may be able to help. Basic report structure is NetWorth report, Date Range last 30 days, interval is one day. Report settings: Display has cents box checked, no others. Accounts set to all…
When adding a New Idea post, include Macintosh Quicken Classic to the drop-down categories.
My Rental Property reports now fail 100%. They pull in random data from a personal account. The rest CANNOT even be selected from a list of accounts. At one time, the Account selection screen showed the accounts by type (Personal, Business, Rental, Investment, Property. Each sub-screen had its own clear all/select all…
If I have Quicken on two computers can i get the latest backup from the cloud
Since the last update, the totals no longer show on the all transactions pages. Example: If I want to find my total income for last month, I now must manually add all of the different category totals to find the grand total. That total used to appear boldly on the upper right hand corner of the page. Since my income varies…
Hello, I have been using Quicken for Mac for many years. My current file has over 15 years of data. Is there a way to archive older years and get a new file that would have only the last five years of data? I find my current file a little slow to load. Thanks!
My wife and I would like to use Quicken to put aside pockets of money – a new car fund, a discretionary account for her and one for me, etc. Is there a way we can track money coming into those pockets and being spent from those pockets strictly within Quicken Deluxe Windows 11 Home, without having to move money around…
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 are receiving reports that customers trying to connect accounts from Randolph Brooks Federal Credit Union to Quicken Classic for Windows are encountering CC-506 error and Quicken Classic for Mac are encountering an FDP-106. This has been escalated internally, though we do not have an ETA at this time. To be notified of…
We are receiving reports that customers trying to connect BECU accounts to Quicken for Windows are encountering an OL-294-A error. 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 are seeing a rise in FDP-155/FDP-102 errors with Raymond James & Associates. 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. If you do not see the bookmark ribbon, please make…
We have received several cases in which users report missing accounts or FDP-106 errors across multiple financial institutions. The list of financial institutions currently known to be affected is below. More financial institutions may be added later: NETEXCHANGE INVESTOR Raymond James Bank This has been escalated…
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…
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…
Join us and respond in the Water Cooler for a new Badge!
Great job to our most active members for this month!
