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.
This discussion was created from comments split from: New VOYA and Quicken Issues.
I have followed all the ideas from the Quicken bot and the human support but cannot add my AAA Visa account. It will not take my login credentials, even though they work on the website. I had a previous AAA Visa account that worked but I deleted access because the card number changed. I am at a loss for things to try.…
Do your checks have five digit check numbers? If they do, AND all five digits are printed in the line at the bottom of your checks, could you please let me know whether all the digits download correctly into Quicken, and from what institution? I'm on Fidelity and just reached check #10000. But only four digits download, so…
Mac OS 27.0.1, Quicken Classic Deluxe 9.2.2. For the last couple weeks, I've had to re-link my Citi Costco Visa and/or my Citi Strata MC card in order to download today's transactions. Typically, after I relink both cards and they are downloading properly, then the next day, one of them will not work and will need to be…
Quicken says it's an online connection issue. Won't download transactions. Anyone else having this issue?
This discussion was created from comments split from: I am getting duplicated pending transactions.
Is there a problem with Direct Connect and Stifel?
2026.10.03 Quicken Classic Business & Personal for Mac Version 9.2.2, Build 902.61860.100 macOS 15.8.1 I have three Bank of America accounts connected to Quicken using Quicken Connect. One (1) checking account and two (2) credit cards. All three accounts are attached to the same Bank of America login. The checking account…
I've recently been receiving a "verify cash value" dialog box after I download a transaction in my Fidelity traditional IRA account. It only happens in 1 of several traditional IRA accounts that we have there. I've asked AI about it, and it tells me it's a known issue, but I didn't see any conversations about it in search.…
I have not been able to connect to CIBC for several weeks. I've removed and reinstated the online connection with no luck. CIBC's website is accessible, so this is some type of connection issue between Quicken and CIBC. Please resolve. Here is the error message I am receiving: Care Code: FDP-105 Details:…
Why are transactions showing up twice in my reports. This is happening in multiple accounts. How do I correct?
I have security reports by individual security to report on P&L for each specific security. I save the file with the 'LOCK REPORT' function. Later, when I reopen the report there are securities that do NOT belong. I open the customize report window, make ZERO changes and the report returns the correct values. This is a…
It doesn't bother me except that it seems weird: why, when I'm running One Step Update for all my accounts, do I need to enter my vault password. But, if I "Update Now" on a single account, no password is needed?
I have old (2000-2007) Ouicken QDF files. I have Quicken 2004 running in a VM. Quicken 2004 won't accept my password. How do I force my way in?
Well, I cannot imagine why 1) I've never seen/noticed the "Pending Transactions" tab (bottom of the register) and 2) why I've not seen any of the many conversations here about pending transactions but, nevertheless… I'm confused by the difference between downloaded and pending transactions. I've never before seen or used…
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!