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!
RESOLVED 8/5/26 American Express - CP_ACCOUNT_NOT_FOUND, and CC-800
Join us in The Water Cooler!
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.
Where did the button or hyper link go to enable me to submit a New Product Idea on Classic / Windows?? I've looked everywhere. I am only able to view submitted ideas. The Product Idea category is unavailable (to me) for this discussion. As it relates, I'm also not seeing the New Product Idea that I submitted >18 months…
This discussion was created from comments split from: A previously linked IRA account no longer links. Is the only solution to disconnect it?.
Hello all, My paycheck was entered accurately in a checking account and included a deposit to a savings account. For some reason, Quicken messed up which account when it matched the registry entry with the downloaded transaction. When I altered the account, it created a separate registry entry that is not included in the…
This looks to be a long-standing issue. Quicken will not connect with this provider. Currently, it is returning a CC-501 error. I see many posts that have been closed. Bringing this issue to the top of the list to see if support can finally fix it. I have other investment accounts connected, including Morgan Stanley and…
I am wondering if the Quicken developers have thought of this but.. To talk to OPENAI and see if they would allow Quicken to give CHATGPT the entire source code of Quicken and tell it to flush out as many bugs as it can find and also to propose the solution to each bug it found. And then, the developers would investigate…
Download from Fidelity Investments is still not working for me as of 9/19/26. Quicken says account needs to be authorized, I go through the process of logging in to Fidelity and Acknowledging and Approving a Third Party downloading then the next screen is from akoya.com that says 'Bad Request. Requested resource does not…
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…
Using Quicken Cloud on Windows.
Are you going to add option for creating Trump account in Quicken? There was a question about this earlier and the thread closed. I am not as concerned about downloading information — BUT I am concerned that Quicken does not offer the account type for this situation. I tried to open as an IRA but that only allows myself or…
I am running Quicken Premier for Mac. In my same brokerage account I had two IRA Accounts . I combined into just one IRA account . My Etrade brokerage account does show it being moved , however the transactions in both accounts in Quicken does not reflect the change . In Q under Security /Payee indicates " XFER units of…
I am using MacOS Tahoe 26.3 on MacBookAi and Quicken classic deluxe 9.2.2 I am trying to download an account from LPL Financial and I get instead an error message, FDP-102, FL_TIMEOUT. Is this a current glitch in the hardware/software (???) or a temporary problem caused by a non-operating bank server…or something else?…
A personal note to share… Today marks my 30th anniversary of using Quicken. I installed the app from a CD back on September 23, 1996. I know the exact date because I still use the same checking account in which I made that very first Quicken entry. Oddly, I didn’t buy that first copy of Quicken. It was given to me by an…
Quicken had an error last week when I simply tried to change from one file to another. A report was sent. This may or may not relate to the Big Issue — When I relaunched the program, Quicken tried to install an update. The Quicken Update Program pop-up window is displayed showing "Searching for Updates" and it ran for…
Is anyone able to perform an transaction download for your Sam's club card. Synchrony recently changed their web site from samsclub.syf.com to synchrony.com. I kept getting - you need to reset your password errors CC-509. I reset my password at the new site, but I kept getting the error. So I deleted the online connection…
I would like Quicken for Mac to expand the Budget feature to properly incorporate savings and investments as part of monthly financial planning, rather than treating them only as account transfers. I understand that Quicken for Mac currently allows certain transfers, such as a transfer from checking to savings, to be…
I have a managed investment account with Fidelity. It has more than 600 holdings. Quicken reports that I have .04 shares of Blackstone Inc, ticker BX Fidelity’s web site says I have .04 share of Blackstone Inc, ticker BX When I run an OSU I get a popup that says there is mismatch between what Quicken reports and what…
My synchrony cards will not update or allow me to make a new account. Any ideas, the bank says the problem is not on their end.
Today while entering transactions I was renaming some of the payees. I do this consistently but today the automatic window that appeared was clearly in error. No information was provided This happened for each renaming today. Typically, each portion of this window is completed automatically. Any ideas why this happened and…
We’re aware of an issue preventing customers from removing the LifeHub tab from the Home menu in Quicken for Windows. Our team is actively working on a fix, which is planned for the next R69 release. We don’t have a release date available at this time, but we’ll provide updates as more information becomes available. If you…
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 aware of an outage affecting Stifel Bank’s OFX connection, which may cause Quicken Classic for Mac and Windows users to receive error 15500 or OL-332. This is a known issue, and our team is actively working to resolve it as quickly as possible. We don’t have an estimated timeframe for a resolution at this time, but…
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…
Description: We are currently aware of an issue where customers who have grandfathered access to Portfolio X-Ray, previously accessed through investing.quicken.com, are unable to access the website. Portfolio X-Ray is still available to customers who were grandfathered into the feature before it was discontinued for new…
We are currently investigating an issue affecting split transactions in Quicken for Windows following recent releases beginning around R68.31. Customers may experience unexpected behavior when creating or editing split transactions, particularly when using the newer % Split functionality. Reported behaviors include:…
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…
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…
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…
Great job to our most active members for this month!
