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Quicken payments reconciled two or three years ago show up unreconciled even though saved reconcile reports shows them reconciled.
I want to set up a scheduled transaction group so that it appears in the register 57 days before the actual date. When I set one up, it sets up for 3 days early. How do I change it to 57 days? Thanks in advance
I've been looking around lately for any sales on Quicken Software at Online Stores, Retail Stores, etc. Best I've seen is Sam's Club. Quicken Classic Deluxe = $68.88 - 1 year Quicken Classic Premier = $94.88 - 1 year Quicken Classic Business & Personal = $124.88 - 1 year If you're Sam' Club Plus Member, free shipping on…
Can I restore Quicken backup taken on Windows to Mac? Is look and feel of Quicken usage similar or different?
On MacOs 26.2 with Q 9.2.0 while attempting a One Step Update, this error message is seen. Prior to this there was trouble reauthorizing; which appeared to be resolved by disconnecting all affected accounts and adding them again. It has been over a month since this challenge started. I send in Error Reports but hear…
Hello, I am looking for help sorting a subscription issue that seem to have occurred over the last 2 years. I first started with Quicken in 2024 and purchased a Canadian version. The next year it seems my credit card expired and in the process of updating/renewing my subscription I ended up purchasing a US version instead…
Hello - since the last update, every time I go into my register for any account, it goes to transactions from years prior vs where I left off/recent transactions Anyone else seeing this behavior? Is there some new setting? Thank you [Edited - Readability]
In several of my Fidelity accounts, I have SPAXX selected as the cash sweep, which has been working fine since this feature was added in Quicken Windows this past November. What I would like to be able to do is to calculate the returns of the cash sweep account (e.g., SPAXX) but without having to change the Quicken…
I have Quicken on a desktop and laptop, each has its own data file; the data file on the desktop is copied to the laptop when I travel. If I setup mobile and web on the laptop, but not on the desktop, and use the mobile app, will the data sync to the desktop anyway. I really only want it to sync to the laptop in case there…
I have Quicken classic v R68.31, Build 27.1.68.31 I use a desktop with Window 11 installed. I am not sure if the problem started as soon as I installed the new version, since I went out of town for a few days before using Quicken again. It had been updating fine previously. When I tried to update yesterday evening I got a…
If One Step Update downloads a transaction for a security that Quicken isn't sure it is already tracking, the "Matching Security" window pops up. I have to scroll through my list of securities to see if the downloaded security matches. This is tedious if there are more than a few securities. The list is sorted by security.…
Hello to all, I want to know if Quicken has any way to edit multiple transactions using the Reference # column. Right now it seems that you can only edit them one by one, but it would be really helpful to be able to batch‑edit transactions based on that field. Could this be considered for a future update? Also, it would be…
Does Quicken/Mac have scheduling for recurring investment transactions like they do for bills? I would like to schedule a monthly $$ Sell for a Money Market in one account and then, the next day schedule a recurring transfer of that $$ to my bank account.
I'm on Windows and running Quicken Premier version R68.31. I have an issue with existing AT&T Security and AT&T Inc.; both have the ticker symbol "T". Is there a Merge Security option that I can use. Have entries going back 30 years. [Edited - Readability]
Under Investing, Portfolio View: One stock is showing a Cost Basis of approximately $50.00. Actual Cost Basis is approximately 5K. This greatly over estimates the Stock's gain. Please advise if there is a fix for this. Thanks
We have started rolling out Quicken Classic for Mac 9.2 into a staged release. 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 —————————————————————————————————————————————————— Investments…
We have received reports that users are unable to update or connect their Northwestern Mutual accounts because of OL-301-A in Quicken Windows and a 2000 error in Quicken Mac. Mac users will see an error message that says they need to verify their credentials at the Northwestern Mutual website and link to Quicken through…
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…
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…
Users with Raymond James & Associates are reporting errors. Users on Quicken Classic for Windows are experiencing Error: OL - 301 - A. Users on Quicken Classic for Mac are experiencing Error: 2000. 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 aware of an issue impacting both CIT Bank N.A New Login and CIT Bank Online: Customers may encounter the following error codes: FDP-105 FDP-101 FDP-102 CC-601 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…
We are receiving reports that customers trying to connect their Ascensus accounts in both Quicken for Mac and Quicken for Windows are encountering FDP-102 / CC-502 errors. We are aware of this issue, and our team is actively working to resolve it as quickly as possible. At this time, we do not have an estimated timeframe…
We have received reports that users are encountering an FDP-192 error in Quicken Classic for Mac and a CC-592 error in Quicken Classic for Windows when attempting to update their Bank of America - Health Accounts. This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as…
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…
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…
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