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The Community monthly newsletter where we discuss all the happenings of the month.
I'm missing the Online Services tab on my main checking account. I have 6 other accounts with this provider that are connected and downloading correctly. I've tried adding new account and I've tried resetting online services with another account with this institution. After performing an update the account is included in…
When two identical transactions appear in a banking account on the same day (as with the recent $90 Social Security payments for my wife and I), Quicken only accepts one of them. Presumably the software thinks this is a mistake on the bank's end, but it doesn't even notify me of the issue. I have to go in and manually…
Has QUICKEN stopped MORNING STAR? In the past few days, the portfolio X-ray and STOCK intersection no longer produce any results. Windows Classic Premier [Edited - Readability]
One Step Update has encountered CC 501 on Fidelity accounts since 10/6/2026.
Anyone know how to enter the merger security exchange yet? ONEOK INC (effective 9/11/2026) 1 new - FALCON INC for 1 old? Apparently OKE security name stays the same. WIN10 v (v R69.53)
We are currently seeing an issue with Target Red Card and Target National Bank not downloading transactions in Quicken Classic. 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…
I've asked about this previously and received a nonsensical answer. Since then, I've tried changing the number of days from 7 to 2 to 0 and nothing changes. The entry always appears 12 to 14 days before the due date. Windows 11 R69.25
For the past 2 weeks, I have been getting a "you must renew login" from fidelity, so when I try to do that, there is lots of flashing of screens, etc, then a note saying basically "can't do this now, try again later". Later never comes. CC-501 R69-53
I'm trying to add a new investment account for Wealthscape Investor. I have several already working fine. After selecting Wealthscape Investor, the only available options for account type are bank and loan. I'm running Windows 11, Version R69.53 Build 27.1.69.53
When Reconciling an account not all the uncleared transactions show in the reconciling window? I do not have online downloading.
Windows 11 Pro 64-bit. This has been getting progressively worse over the last 2 years. I timed it this morning: when I clicked on an action, e.g., a bill to be skipped, a blue wheel appears and goes round & round; this continued for 1min 50 sec. Then a message appeared saying (paraphrasing) to wait for Quicken to update…
Currently if you connect Quicken to a credit card account that has more than one user/card, Quicken does not upload the information that identifies which user made which charge. This information is clearly tracked by the credit card company and is available in the credit card account, but for some reason it is not included…
I lost the green line in my Checking account register separating current from future activity but have it in all others using the same default register type. I have searched everywhere and can't see how to get it back.
I periodically have to update Reports/Graphs when new accounts or securities are added. I do this for all of them each January, I know they were correct then. Since I just do this occasionally, I have no idea when this problem started or why. If I open any Report/Graph and click on Customize | Account tab, but don't change…
I am still getting CC-501 on 4 of my credit card accounts. And when I try to edit my checking acct at NC SECU, it locks up and won't let me convert to Express Web Connect. The whole checking acct debacle with SECU has caused major issues. I converted to this program to help, but it has been a big headache. And now the…
Why when I add expenses to an invoice do no details transfer over. I have to use a separate invoicing program because of this OR manually retype all the details. Is this a problem or expected functionality? Why would this function this way?
Provide the ability to specify Age + Months or select an exact date for the Starting Age of Social Security.
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 will continue to share updates as soon as new information becomes available. Thank you for your patience and understanding. To be notified of updates as they become…
We are investigating an issue in Quicken Windows where duplicate pending transactions may appear in the register after performing One Step Update. The issue has been observed with Chase and Citibank accounts using Express Web Connect Plus (EWC+). Pending transactions that should appear once may instead appear as duplicate…
We’re currently investigating an issue affecting KEMBA Financial CU customers using EWC+. During account reactivation, customers may successfully sign in to KEMBA Financial CU through the OAuth flow. However, instead of seeing the expected authorization or confirmation screen to grant Quicken access, they may be redirected…
The latest Quicken for Windows release R69.17 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…
We are aware that some customers are experiencing an FDP-102 / FI_TIMEOUT error when attempting to connect their accounts with Tangerine Personal Banking. Our team is actively investigating the issue; however, we do not currently have an estimated resolution time. If you would like to be automatically notified of any…
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…
We are receiving reports from users who are encountering OL-301-A and 2000 errors when attempting to connect their Morgan Stanley Wealth Management accounts in Quicken. Our team is aware of this issue and is actively working to identify the cause and restore connectivity as quickly as possible. At this time, we do not have…
We’re aware of an issue preventing customers from setting up the Amazon Retail Purchase Categorization feature in Quicken for Windows. Our team is actively working on a fix, which is planned for release in R69.SR. We don’t have a release date available at this time, but we’ll provide updates as more information becomes…
We’re receiving reports from customers experiencing connectivity issues with Fidelity Investments, resulting in CC-501/FDP-2505 errors. This issue has been escalated to our internal team for further investigation. We don’t have an ETA for a resolution at this time, but we’ll share updates as soon as more information…
We’re receiving reports from customers experiencing connectivity issues with HSBC Bank USA following recent changes to HSBC’s login process. Reported Errors Quicken for Windows: CC-506 Quicken for Mac: FDP-324, FDP-5005, NO_ACCOUNTS_FOUND Simplifi: INVALID_CREDENTIAL This issue has been escalated to our internal team for…
Great job to our most active members for this month!
