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RESOLVED 8/5/26 American Express - CP_ACCOUNT_NOT_FOUND, and CC-800
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The Community monthly newsletter where we discuss all the happenings of the month.
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.…
Why are transactions showing up twice in my reports. This is happening in multiple accounts. How do I correct?
Is this true? Popped up this morning. I would be very surprised, but before doing anything, I wanted to check here! Worth trying to update the connection? Is this a reauth presenting in an odd way? Please advise. [Edited-Screenshot Size/Readability]
I regularly shop at QFC (a Northwest grocery store) and post my transactions as varying numbers of splits between Groceries & Misc, Wine, or Entertainment. Quicken has recently stopped allowing me to clear forecast split lines and has been repeatedly reverting to the last total amount. I am using Quicken Windows…
I am on Quicken Classic Premier for Windows version R69.29 build 27.1.69.29. My investment advisor firm recently migrated to Osaic, and I am trying to set up my new Osaic accounts in Quicken with Direct Connect access. They should be using the Osaic eQuipt Pershing access (as opposed to the older NetXInvestor portal - at…
I've been entering split transactions manually, saving them, and then my balance is off. I go back to check the split and there's some kind of adjustment entry. I am not hitting "adjust" to update the amount, it appears to be spontaneously appearing. I thought this might have something to do with the % column, but I tested…
After running One Step Update, I'm prompted to add a new security "contribution" to Quicken. When I Cancel, the Matching Security screen reappears several times before closing. This is happening with my Fidelity 401(k) and my Fidelity 457(b) accounts. I can't update my accounts since early August. Windows, R69.53. Thank…
This discussion was created from comments split from: CIT Bank not working as of 20260819. Error FDP-101. Cannot Connect.
I replied to a discussion that formerly provided a workaround for this error. Link to closed discussion Well, hate to say, but that door closed. If you select Download Posted Transactions, the spinner to change the selection has been removed, and the only download is .CSV ☹️ So back to Recent Transactions, but that…
I was forced to create and verify a SimpliFi profile to be able to sign into Community for Quicken Windows Classic subscriber support. Please confirm what AI is saying that I can just ignore it. I have never used SimpliFi.
This discussion was created from comments split from: CC-501 Space Coast Credit Union.
One one, but only one, of my accounts, reconcile skips the balance page and goes right to the check-off page. I need to adjust the balances to get this to work. What's wrong?
I ask the question because there have been many questions on this issue, including, but not limited to, mine. They are all marked closed, but I still have the same issue, even after trying the recommended solutions. The issue is that Fidelity has two identifiers for cash, FCASH and FDRXX, which, simply stated, are…
This discussion was created from comments split from: Portfolio Xray issue.
This was first reported in April 2023, and it is still an issue (10/05/2026)!
I have Quicken Classic Deluxe for Windows and First Hawaiian Bank. I have been receiving CC-501 for over a week. Other financial institutions work normally. Please check the First Hawaiian Bank connection/aggregator logs and escalate this if necessary.
If I use—"transfer shares between accounts" how do I treat cash dividends and interest posted to the account being closed? I'm closing a brokerage account at Vanguard and the funds will go into my existing brokerage at Fidelity.
I have been using Quicken for 20+ years. This is the first time I have seen anything like this. I enter an amount for a split entry and tab to the next field and the value I just entered gets changed. Sometimes by pennies, sometimes by more. When I verify all the values I have entered and then click on Adjust to ensure the…
Tangerine, is it just me, or it's the return of the non-working download CC-503 FDP-103? MacOS 27 [Edited - Readability]
The CC-501 issue with Fidelity has been going on for about a month now. The last update was around 9/23, and there's still no fix. What's going on with this?
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 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 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 are aware of users getting errors when logging into Treasury Direct. This is due to the new ID.me login process. In Quicken Windows, this shows as CC-501, and in Quicken Mac, it shows as FDP-101. We've escalated the issue to our internal team for further investigation. We don’t have an estimated resolution time yet, but…
We are seeing a trend of users receiving errors when trying to connect their Edward Jones accounts with Direct Connect. In Quicken Windows, users are seeing an OL-332-A Error, and in Quicken Mac, it's a 15500 Error. The issue has been escalated to our internal team for further investigation. At this time, we don’t have an…
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…
We’re currently investigating an issue affecting Police and Fire FCU. Customers may encounter an FDP-102 error or a customer-facing CC-502 error when attempting to connect or update their accounts. The issue has been escalated to our internal team for further investigation. At this time, we don’t have an estimated time for…
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 are getting reports that customers who are trying to connect accounts from LPL Financial in Quicken for Windows or Quicken for Mac are getting a CC-502/FDP-102 error. This issue has been escalated to our internal team for further investigation. We don’t have an ETA for a resolution yet, but we’ll share updates as soon…
This issue is impacting Quicken Windows users in R68.25 and newer, who also have the setting "Automatically add to banking registers" turned off (unchecked) from the Preferences>Downloaded transactions menu. This is also referred to as the "Downloaded Transactions section", "Unaccepted Transactions", or C2R…
Great job to our most active members for this month!
