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This connection has failed for a number of weeks with this error and a "Can't connect right now, we're investigating the issue…" message. Screenshot attached. I have seen a Known Issues posts regarding CIT Bank with different error codes. CIT bank says they are aware of an issue but it is not on their side. They don't…
I'd like to request that Quicken develop an MCP (Model Context Protocol) server to enable direct integration with AI assistants like Claude, ChatGPT, and others. MCP is an open standard created by Anthropic that allows AI assistants to securely connect to external apps and data sources. Several personal finance platforms…
Quicken Classic for Mac, Fidelity NetBenefits 401(k): downloaded Buy/Sell transactions contain the total dollar amount, but the Security field and share quantity are blank. This is not a duplicate-security issue (I had that one previously). I was following some other threads, and it appears this type of issue was marked as…
Doing pretty good, but I looked at my Chase account, and it put all purchases in Payments rather than the charge account. Is there an easy way to select all and transfer where they should be, rather than do my back up. Also, when I look for the .qfx files, Quicken doesn't see them. Thanks for the assistance. [Edited -…
This is Quicken Deluxe for Mac on the computer. The professionally managed account balance at Fidelity does not match the balance shown in Quicken. For my individual account, Quicken and Fidelity match. Simple tracking. Professionally managed accounts have hundreds of securities. I did a random selection of securities to…
Quicken for Windows continues to add $0 placeholder issues. I have turned off and made sure everything is turned off, yet the problem persists. I see all kinds of comments about this. I need an option to turn these OFF. Every single one of them is not needed, and not wanted. I don't care if the program thinks they are…
I am using Quicken on-line version. My Edward Jones accounts are duplicated. How do I get rid of the duplicates and how do I know which of the listings are the correct ones. Is it possible to delete all of them and redo the one step update to get the accurate accounts downloaded?
New to Mac version. Can I treat a Transfer In as INcome in the Exp/Inc report? And how? TY
In July several individuals had issues with incorrect security lots: Release notes after R68..31 do not indicate if this issue has been fixed. Can anyone verify that it's been fixed so that I can update to the latest version? I had been using R68.31 and downgraded to R67.10 so that I could properly record the recent…
Awhile back, quicken quit working with Santander Mexico. it clearly shows in fidir.txt file that this bank is supported, but i've been unable to connect. anyone else having this issue? is there a resolution?
I recommend that you add the ability in Business Profit/Loss to look at a user-determined range of time vs. the current month only. Even though the graph at the bottom shows previous 6 months, it would be helpful to see period totals in the data and graphs at the top.
I do the one-step updates. My Edward Jones accounts are duplicated. How do I fix this?
Ever since the Voya Fiasco where Quicken refuses to link with Voya an I have to manually enter transactions I seem to have stumbled upon an issue. My 401(k) has a fund called "Fidelity Total International Equity Fund" with an approx value of $11 per share Quicken seems to think this is the publicly traded mutual fund with…
Sold a property (not a residence) and not sure how to record the capital gain. Here is an example of how Quicken recorded it: Quicken Asset Value - Basis: $75,000 Settlement Sheet Proceeds Entered: $100,000 deposit to checking account New Quicken Asset Value: ($25,000) Quicken left a $25,000 negative value for the Asset.…
I want to quit tracking Fidelity and Edward Jones brokerage accounts. They have become too hard to provide accurate information. I only want to track financial information for income and expenses, but also set up three accounts that would represent brokerage accounts where I write a check or transfer funds into credit…
This morning I was doing some checking of my investments and I noticed that the 'Growth of $10,000' wouldn't show the NASDAQ any longer. At first, I had a timeline longer than 5 years, so I adjusted to that and all the rest showed up on the graph, except the NASDAQ. Hovering over that gave me this: So I went and looked at…
We are receiving reports that customers attempting to connect their Wells Fargo accounts are encountering the following error message: “Sign in to Wells Fargo failed. Try again.” Some users are also reporting the FDP-105 error. Our team is aware of this issue and is actively working toward a resolution. At this time, we do…
We are aware that customers using Quicken Classic for Windows and Mac are experiencing FDP-101 errors and missing transactions when connecting to TD Canada Trust. Our team is actively working toward a resolution. At this time, we do not have an estimated timeframe for a fix, but we will continue to share updates as new…
We are receiving reports that customers attempting to connect their Wells Fargo accounts are seeing incorrect balances. Some customers also report that accounts are missing from the account bar. Additionally, when attempting to delete and reconnect their accounts, customers may encounter the following error message: “You…
This alert has been updated to include steps for connecting Fidelity across multiple datasets. Go through the "Fix-It" flow in Quicken. When authorizing accounts on the Fidelity website, check all Fidelity accounts (including those not connected to the current dataset). Why? Unchecked accounts will be revoked from ALL…
We are aware of an issue affecting Quicken Classic users where transactions may be missing from Nuvision Credit Union accounts. The issue has been escalated to our internal team for further investigation. We don’t have an estimated timeframe for a resolution yet, but we’ll share updates as soon as more information becomes…
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’re aware that some users are experiencing connectivity errors in Quicken for Windows and Mac: Quicken Mac: FDP-102 and FDP-103 Quicken Windows: CC-502 and CC-503 We've escalated this issue internally, and our team is actively investigating. We don’t have an estimated resolution date yet. To receive notifications when…
We are aware that some Pelican Credit Union users are experiencing FDP-2505 and CC-501 errors in Quicken for Windows and Mac. During the authentication process, users may also be redirected to a webpage displaying the following message: “Site not found. Looks like you followed a broken link or entered a URL that doesn’t…
We are receiving reports that users are experiencing an INTERNAL_SERVER_ERROR when attempting to connect to Marcus by Goldman Sachs in Quicken Classic for Windows and Mac. Our team is aware of this issue and is actively working toward a resolution. There is currently no estimated timeframe for a fix. We will continue to…
We are aware of an issue with the Quicken Classic on the Web Transaction Calculator (also known as Numpad) being unresponsive across all browsers. This issue occurs for all Quicken Classic users who access Quicken on the Web at https://app.quicken.com. This issue has been escalated internally, although there is no ETA…
Great job to our most active members for this month!
