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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.
Let me start with one that should be pretty simple. I have a brokerage account with a linked cash account. Transactions for month-end dividends from the money market fund do not get transferred to the cash account like they used to. Here is an example where the problem is a Div instead of a DivX transaction. Note I've…
received a stock dividend from Schwab - for AIR LIQUID Quicken shows transaction but does not post the stock dividend
Running Windows Classic premier R68.28. Started using a new Visa card my wife received from WF bank recently and I set up as an off-line account. Now I want to get transactions downloaded, but I can't set it up. I'm using wife's on-line login username and password. I've tried Express as well as Direct Connect without…
Some people love getting out of the house, exploring, socializing, trying new places, and staying busy. Others are happiest right where they are. I’ll admit it: I’m definitely a homebody! 🏡 Home is my safe place, and there’s just something comforting about being at home. Going out can be fun, and I enjoy it sometimes, but…
this is what Q shows for MIAZX only had the fund for two months - system shows -5.06 1 yr and 5 yr return. this is what Morningstar shows market value/cost shows a 1.6% loss to date (2 months) so I am confused as to how Q comes up with -5.06 %
reported via help screen and sent to Dale [Edited-Removed Personal Info]
How do I transfer an investment account from one firm to another?
A report I have been using for years to track various 1099-R income streams reported much lower numbers this morning. I eventually found out that 2 of my 3 categories have been marked "hidden" (definitely not by me as I'm the only one who have access to this PC). Could have a recent update messed this up?
Is there a procedure or tech note that tells how to properly handle stock splits and bond maturities? When my brokerage downloads stock split or a bond maturity, Quicken doesn't seem to be able to handle it automatically. (I would ask for this feature as an improvement.) failing that, I have to go into the Placeholders and…
I have been using Quicken for years and have depended upon the renaming rules. Recently, one of the businesses I use often has slightly changed the way the name is reported. I try to add a second rule to the existing rule, but it does not add. There is no error message. Here is how my rules look: The vendor sends the name…
Discover card is now under capital one. I wont to update my Discover account to know go to Capital One for online services. The problem is I have deactivated online services for my Discover account but still cant edit the financial institution and when I try to setup the online services it still wants to go to Discover.com…
This discussion was created from comments split from: Issue with downloading transactions for American Express Accounts.
I have a Schwab investment account with transactions like below. I would like to export the transactions from 3/2/2026 - 4/29/2026 into .cxv format. Quicken help says to select File→Export→.csv, but I do not have that choice. First I cannot select multiple transactions from this window, not do I see a way to export them. I…
Cross-contamination of Quicken Credit Card accounts for those holding multiple Golden 1 cards (excluding DEBIT cards) has been resolved according to G1 Senior Advocate and I was able to link both my G1 Visas today using manual import via .QFX Direct Connect File. I first had to 'deactivate' the accounts within Quicken,…
When I try to download data, Quicken freezes. I have to restart Windows to access Quicken again. Then it happens again.
Been using quicken forever. I'm looking for an efficient way to move multiple subcategories to a different parent category. For example, I have a PARENT CATEGORY A with 20 subcategories and I want to move 10 of the subcatetories to a new PARENT CATEGORY B. In the past, I would have to individually open all of the 10…
This discussion was created from comments split from: New VOYA and Quicken Issues.
I know how to fix the issue. When setting up the account for downloads, select Lowe's instead of Synchrony. So again, don't select Synchrony. I also changed my Lowe's password so it would be different from Synchrony. Not sure if it was needed, but selecting Lowe's instead of Synchrony worked. [Edited-Readability]
We are currently aware of an issue where Venmo balances are displaying with the incorrect sign (reversed/inverted) in Quicken for Mac. This is a known issue, and our team is actively working to resolve it as quickly as possible. At this time, we do not have an estimated timeframe for a fix. We will update this alert as…
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 receiving reports that users who are attempting to migrate might experience an error that states: “We’re sorry, the page you are looking for is not available right now. We apologize for the inconvenience. [The error continues to provide a phone number and support hours to contact].” To troubleshoot the issue, please…
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 are receiving reports that customers attempting to connect their Robinhood accounts in Quicken Classic for Windows and Mac are encountering an FDP-101 error (in-product error will differ in Windows). This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as they become…
We are seeing a trend of users getting FDP-103 and FDP-106 errors when attempting to connect to California Coast CU on Quicken Classic for Mac. We have not seen this trend on Quicken Classic for Windows so far yet. This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as…
The Verizon Biller has been discontinued due to a high rate of enrollment failures. Customers who enrolled before the biller was removed may continue to receive bills until support is fully discontinued. However, customers attempting to enroll for the first time, or those whose existing connection has been disconnected or…
We have started to roll out Quicken Classic for Mac (8.0)! 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 product. Business &…
We’re always looking for ways to make budgeting easier and more effective for you! We're conducting a quick survey to learn more about how our users approach budgeting and how you feel about using Quicken's budgeting features. Your insights will help us continue improving Quicken to better meet your needs. In addition to…
Great job to our most active members for this month!
