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NEW! 5/12/26 Capital Group - American Funds - OFX-16503
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The Community monthly newsletter where we discuss all the happenings of the month.
I see that the issue with Bank of America as first reported by Quicken on May 15. Here we are May 21 and I was just told 'yes this is a known issue. We have no known resolution and no idea of time for a fix. Check back IN A FEW DAYS and we MAY have made some progress." Why do a I want a product that has insufficient…
I am trying to manually match downloaded transactions to the matching transactions in the register. There are not enough characters in the PAYEE column to differentiate between similarly named payees. Please make the window wider Please make the window size adjustable Please allow the user to adjust the column width Please…
I updated to R67.7 yesterday, and started to experience random crashes during investment register/transaction entry or managing the Security List on at-least 3 occurrences within a few hours. I downgraded back to R66.23 and have not experienced a crash since, with the same data-file. No reboots of Windows occurred in…
Despite it being reported as fixed in R67.7. The renaming rules for a Fidelity linked cash account are still not fixed. I submitted a problem report - again.
For the last week (I've tried twice), I was able to get Rocket Mortgage to connect, but even though on the setup screen it shows my current balance (-XXXXXX), once it finishes it shows a zero balance in Quicken and when I go to details it says the loan is paid off. Has anyone else seen this issue? I was excited that the…
Every time I run OSU for the past 2-3 weeks, Quicken insists that: "Your financial insitution connection(s) need an update" and wants me to reauthorize only ONE of my Bank of America credit cards (the other credit cards, accounts are apparently fine). Every time I login into BofA, reauthorize (even though it's ALREADY…
I have 4 loans, 2 auto and 2 home loans. Why are the auto loans showing a negative balance, which I expect, and the home loans showing a positive balance, which is incorrect, but the amount is correct? FWIW, previous s/w versions did not display this issue
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,…
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…
I'm running Quicken Classic Deluxe on a Windows 11 laptop and I've created a report with a date range using custom to date. Everything works great, except that when I run it a day, week, etc. later it still only runs to the date that was originally used for the report. I also cannot adjust that date without resetting the…
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.
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…
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…
I pay my CC bills in full, but I track how much the bill will be using the downloaded balance. I would like the payment amount that shows up for scheduled bills to update to the current balance, but I have to manually change AWAY from current balance then back again to update the amount. Since this is not much better than…
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…
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…
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 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.
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…
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…
We have started rolling out Quicken Classic for Mac 8.3 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…
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