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NEW! 5/12/26 Capital Group - American Funds - OFX-16503
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Windows 11 Quicken Classic R67.10 PNC Bank deposits for the current month are missing. Payments seem to be OK. Already tried suggested fixes like deactivating, reactivating, running file diagnostics, refreshing One Step Update.
Hello: I am developing a website and app / webapp for a precious metals company, and they would like to offer a private portfolio through their website / app for people to be able to track their holdings, and to then be able to integrate the portfolio into any Quicken application in the same way a checking account or a…
If I can find a decent alternative to Quicken, I will move there. The situation with it being not recommended to use Quicken with OneDrive is unacceptable. Quicken and/or Microsoft need to provide a way to be using Quicken safely on more than one computer without haveing separate files stored locally. I suspect I am not…
I created a Report to track expenses. It doesn't pull all the relevant expenses. Example: it pulled March and May, but not Jan, Feb, and April for the exact same expense. Any tips?
I would like the description area on an invoice to be larger or have the ability to make the box larger. I have to list items in the description area and it is not enough room to see what I have typed. I have to view as pdf and then go back to the invoice and edit if needed. It would be very helpful to see the entire…
Capital Funds has been working fine and recently stopped downloading and I recieve error code OL-292-B. This is a mutual fund. I deleted the account on Quicken and now I cannot get Quicken to add it back after numerous attempts.
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Pc downloads to Quicken seem to have at least a couple of problems. 1. Transfers are seldom accurate. They often transfer to the wrong accounts. 2. PNC credit card transactions are often delayed for 5-6 days. Some never show up and even need to be hand-entered. 3. These issues have gone on for several months.
The 'Last Payment' column includes a sometimes helpful 'Entered' with the amount and date below. However, it is missing the Year! Many of my bills are annual and it is very confusing without the year shown. Please add the year or make the date configurable.
I have a manual bill to the same payee 4 times a year. The first payment is one amount and the remaining 3 payments are a different amount. What I'm seeing is create two manual bills from scratch. Would be nice to use the first manual bill as a template for the second. Version R67.10 Build 27.1.67.10.
I have a Fidelity brokerage account with transactions dating back to 1995. All positions were closed in 1995 and funds moved to a money market account. In Nov. of last year I opened a managed account (also with Fidelity) which is made up of mutual funds, many of which were in the old account. The new account is out of…
Using QMac Version 9.0.3 (Build 900.60651.100), MacOS 26.4.1. With this update of Quicken to 9.0.3 all my new register updates show category "uncategorized", even for those items which have had categories for a long time. This seems to be a significant glitch and I am in the process of trying to repair all those…
Own a small business that doesn't need the horsepower (yet!) of full Quickbooks subscription. Quicken H&B has all the functionality I've needed so far and works great. Only 2 issues I've noted over time with invoicing: BUG: Designed my own customer invoice template using software's tool and it looks great. There are…
Share prices for any of my Schwab investment instruments (I only have mutual funds and T-Bills) are not being downloaded. If I select any of them the current price is $0 and there is no price history at all. I first noticed yesterday and it's still a problem today. As is quicken is not useable.
After updating to version 9.0.3 (build 900.6065.100) on a Mac Mini running macOS Tahoe 26.4.1 I can no longer perform an update to Morgan Stanley Online through Direct Connect. Instead I am getting the following Alert Message: “Unable to access your client Profile, please call 800-531-1596 for assistance ERROR CODE 2001.…
First, thank you for the improvement in version 9 that allows moving between transactions and accounts with the arrow keys. That is a big deal for keyboard-driven workflows and exactly the kind of thing that makes Quicken feel like a professional tool. Building on that: when entering or editing transactions in the…
When Quicken reports a new version is available for download, and I click the View Update window to see what's involved, the window that pops up is not resizeable. It would be good to allow us to resize the window (drag the lower right corner, or any of the sides) so we can see much or all of the current update all at once…
I use Quicken Classic Deluxe for Windows, Version R67.10 HF4 (May, 2026). My American Express accounts have not been updating for about 2 weeks.
We are seeing a trend of CC-502/ FDP-102 errors for users connecting to Macy's Credit Card. This is happening on Quicken Classic for Windows and Quicken Classic for Mac. 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…
We are getting reports of Bank of America users getting an FDP-105 error in Quicken Classic for Mac, and a CC-505 error in Quicken Classic for Windows when attempting to connect their accounts. This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as they become available,…
We have been made aware that customers using Capital Group - American Funds are getting an OFX 16503 error when trying to connect or update accounts. This is impacting Windows and Mac. This error may also show as an OL-383-A, OL-383-B, or OL-292-B This has been escalated internally, though we do not have an ETA at this…
Multiple financial institutions are returning OL-292-B (Direct Connect) in Windows and Error 16503 in Mac, including but not limited to: Capital Group – American Funds Lincoln Financial 401(k) JPMorgan Janus Columbia Threadneedle Invesco DSW Investments Allspring Global Investments This has been escalated internally,…
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 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…
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…
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…
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