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The Community monthly newsletter where we discuss all the happenings of the month.
At least two issues here…..similar to what this post was discussing: I was seeing one repeating reminder go from due 12/20/2026 to 1/20/2027 only after a cloud sync. I have to manually adjust the date as an annoying temporary workaround but again, as the next sync occurs, it's moved again. I perform SuperValidates almost…
The update summary under Fidelity Investments says "6 accounts updated, 0 new transactions, 11/1/26 11:44 am". This has been happening for months, so I have gone to the Fidelity site and entered all of the transactions into Quicken manually. I have deactivated and reset the accounts many times, including reauthorizing…
They changed something on their website (behind the scenes), and now the Credit card transactions do not download anymore Quicken "Report a problem" was filed, and the issue was raised with Desjardins No error message Disconnecting all accounts and reconnecting does work without any errors for Bank accounts and Credit…
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? [Edited - Readability]
I have several managed portfolio accounts n addition to some standard investment accounts. I do not need the detailed holdings of the portfolio accounts in Quicken. I would just like to be able to update the total account value for each account each month - market value, cost, unrealized gain/loss. That will allow me to…
When I try to open the Quicken Classic app on my iPhone 12 (latest iOS) I get an error message that says "No Active Subscription" See screenshot attached. FYI Quicken Personal & Business is installed and running on my Windows 11 desktop computer.
Is 1st Advantage FCU Down?
I have been using my Quicken Premier 2011 CD on this same computer, just doing manual entries, with no problems. I now want to use this 2019 version I have, but the program will not allow me to access my accounts. I already had Q2019 convert my data file, and it appears in the File Tab, so that was no problem. When I open…
I’m using Quicken Classic for Windows, Version R69.53, Build 27.1.69.53, on Windows 11 Home. When I open One Step Update, all financial institution checkboxes are unchecked. Initially, “Sync to Quicken Cloud” and “Download quotes and investment information” were both checked. If I select the financial institutions, click…
I changed my password on my bank's website. But now I'm having problems updating it in Quicken. First, it gave me an error when doing a one step update. Which was expected since the password in the vault is now wrong. But then when prompted for the user ID and password, it kept saying not verified. I tried it several times…
Clicking the Sync button to allow Quicken for Windows to upload to Quicken Online is an IMMEDIATE action. The button, when off, has the button to the left and the word "Off" on the right, making it appear that you need to click the button to turn it off. However, this actually turns it on and does so immediately without…
When security description Type: is set to Bond then add a field near the bottom right below 'Yield to Maturity' that says 'Factor': and fill it with a default of 1. For anyone who doesn't know what that is they can leave it alone. For those of us that do then we can change it. The formula using the field is simple:…
I have several I-bonds, and when I added accounts for them, I think I might have entered them as CDs, but I'm not sure. I can't find where Quicken will show me that. Now that I've bought another I-bond, I searched the community to learn the correct method (not realizing that I was incorrect with the others) and found out…
How do I prevent Quicken from rolling over budget line items from one year to the next? Last year, I got a ton of category rollovers when I moved to a new budget year. I would like to start each budget year with a clean slate, with no rollovers. Thanks, Doug [Edited - Readability]
This has been going on for over a month. I have followed all recommended fixes, and none have worked. When is this going to be resolved?
My Live Oak has not been updating with Quicken, so I deactivated the account and attempted to reactivate it. After I enter my ID and password and try to connect, a new sign-on window never opens, and Quicken is totally locked up, so I must end the task via Task Manager, even if I attempt to cancel the login window in…
We are seeing customers experiencing FDP-106/CC-506 when trying to connect their account with First National Bank of Omaha CC & FNBO Direct in Quicken for Windows and Mac. The issue has been escalated internally. We don’t have an estimated timeframe for a resolution yet, but we’ll share updates as soon as more information…
Some people are the funniest, some are the smartest in the room, and others are somewhere in the middle. I would rather be the funniest in the room. I enjoy making people laugh and smile. What about you? Would you rather be the funniest, the smartest, or somewhere in between in the room?
Customers using Quicken for Mac are experiencing Error 105 when attempting to connect to Ally Bank. The issue has been escalated internally. We don’t have an estimated timeframe for a resolution yet, but we’ll share updates as soon as more information becomes available. To receive notifications when updates are posted,…
We are seeing Quicken Windows users who are experiencing freezing when trying to connect their accounts using the "Set Up Now" button in Account Details. The loading indicator continues spinning indefinitely, and Quicken becomes unresponsive. If users try to cancel the process, Quicken freezes. This behavior is only…
Customers report being unable to connect existing RBC Royal Bank accounts via Express Web Connect on Quicken Canada Starter. During the add account flow, no explicit error is shown, but Quicken only provides the option to create an offline account instead of linking the accounts. The issue has been escalated to our…
Customers attempting to connect or update their Desert Financial Credit Union accounts are receiving FDP-181 / CC-581. The financial institution is permanently blocking the current Intuit aggregation connection, preventing customers from successfully connecting or updating their accounts. Quicken has plans to transition…
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 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 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 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…
Great job to our most active members for this month!
