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UPDATED 11/10/25 PNC Bank -Direct Connect and PNC - Web Connect
I continue to have a problem with my online billers for several credit cards that are incorrectly showing a credit when it should be a debit or an amount due. The amount for the total due is correct, but incorrectly shown as a credit. Interestingly, the minimum due is correctly shown as a debit. This is a bigger issue…
This discussion was created from comments split from: Issues with VOYA - again .
Quicken Classic for Windows, Ver R67.7, Build 27.1.67.7, Windows 11 Out of 5 investment accounts (with Fidelity) two accounts under the Quicken ACCOUNTS List do not match the totals that are reported under holdings. In both cases the Holdings match the balance and detailed holdings with Fidelity. The value in the accounts…
I get this warning now (been using OneDrive and Quicken for over a year with no Issues). If I click for more information, it gives a step by step process that takes the quicken file out of OneDrive. Unfortunately, if I follow that procedure, the results it predicts are not what I see on my computer. The folder on my…
In both Quicken-Mac and Quicken-Windows, transactions from Barclays Bank credit card will not download directly. When I try to set up the Barclays online download in Quicken (both for Mac and Windows), I get an error message asking whether I've entered my credentials correctly (even though they WERE entered correctly.) If…
Show an amount in the Gain/Loss Columns for interest generated by money market funds in Quicken Classic for Mac. [Edited - Moved to QMac section]
Every time I initiate a download of transactions (Quicken Classic for Windows 66.28) I receive a message that I have to reauthorize Discover Card. After completing the reauthorization, I have to do it again to enable download of transaction for Discover Card. So every time I want to download transactions, I have to…
The connection to my Vanguard accounts was working fine until last week. Now I cannot connect at all. I deleted the connection and tried to redo it, but that is not doing anything different. Error 16503 Is there any way to fix this or do I just give up?
For First Bank Missouri/Illinois, Quicken has been unable to connect or download transactions for a couple days now. First Bank updated their website and mobile app 2 weekends ago (3/28-3/29), so I wonder if this is related to their update? I don't think I had tried downloading transactions since then until this week. I…
After I enter my by-weekly mortgage payment in the register from the Bills & Income Reminders pane at the bottom of the register, it prompts me to enter it a second time, which I do, and then I delete the duplicate in the register. Why does this happen. It's the only recurring transaction that behaves this way.
It seems Quicken windows version has classified all Fidelity Investments accounts as investment accounts and does not give a single Fidelity account the option to be classified as a checking account. I have tried all the recommendations on the community homepage but none have worked. I would suggest Quicken need to update…
I have a re-namimg rule for transactions such as this The rule is: But the transaction is never renamed to Jeni Figuero. I have deleted and reentered the rule but the problem persists. Any idea why this is happening?
Ok, the issue is that the Cash Management account shows up in Quicken Mobile as an investment account and, it appears, you cannot add transactions to an investment account in Quicken Mobile iOS. Is there any way around this? one of primary uses I'd like for quicken mobile is tracking ATM withdrawals from my Cash Management…
Installing Quicken Classic for Mac on a new MacAir M5 running Tahoe 26.4.1. When trying to install it fails with the following message: Failed to perform authenticated file move for Quicken.app. Applications folder has permissions Read & Write for system and admin (me). Applications folder does not have any hidden files.…
This discussion was created from comments split from: Bank Of America - Reauthorize (FDP-390) .
This post is just to help users of Quicken who may primarily be using just checking and savings type accounts within Quicken, and are running into the issue where you attempt to make some form of year end archive, and even though you specify "I only want transactions* in my current data file starting with this date:",…
sold Novartis on Schwab - generated these two transactions which did not show up in quicken. found during reconciliation
Quicken can capture a lot of good data about a security but you cannot access the data in the reports or export functions. For example, I want to view my portfolio by account/security and show all of the data in the Portfolio Value report but also include Security Type and Investing Goal. I know you can filter on these…
We have received confirmation that Human Interest is no longer supporting third-party aggregation. As a result, it will be removed from all Quicken products. If you are currently connected to Human Interest, please make your accounts manual so they are no longer connected to the bank. Follow the Deactivation instructions…
Customers using a variety of E*TRADE BIDs are receiving an FDP-102/CC-502 in Quicken Classic for Windows and Mac after waiting 24 hours. This has been escalated internally, though we do not have an ETA at this time and our teams are looking to collect more information. If you are experiencing this issue, please contact…
As we welcome the month of May, we'd like ask you— What’s a completely normal thing your brain just refuses to do correctly? For me: the second I set something down (anything), it immediately stops existing. Cue me looking for it 2 seconds later like it vanished into another dimension. How about you? Be honest… we all have…
We are getting reports that customers who are trying to connect to Bank of America are getting a CC-505/FDP-105 error. 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…
The latest Quicken for Windows release R67.7 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 that users are experiencing FDP-103/CC-503 errors when trying to connect to or update their Wescom Financial accounts. This issue has been escalated internally, and our team is actively working toward a resolution. At this time, we do not have an ETA for when it will be resolved. To be notified of…
We are receiving reports that when syncing with the mobile app or web version, users are missing transactions. The issue has been escalated internally, and our team is actively working to resolve it as quickly as possible. If you are encountering this issue, we recommend trying again at a later time. To be notified of…
One of our product designers is exploring ways to make it clearer when the account register isn’t sorted by date—and how that affects the transaction order. We specifically would like to discuss register sorting and are looking to talk to those who may have this issue, especially if you are newer to using Quicken. Your…
We have started rolling out Quicken Classic for Mac 8.4 into a stage 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 Please take a moment to review the summary and try the new features in the…
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!
