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The Community monthly newsletter where we discuss all the happenings of the month.
I'm using Quicken Classic Premier for Windows, fully updated. For several days, all four PenFed accounts have repeatedly requested reauthorization. The browser redirects successfully to PenFed, where I authorize all four accounts. Quicken successfully links them to existing accounts and downloads transactions. However, the…
Q Premier Classic Premier R 69.53 My Marcus account has somehow begun to show TJX as the financial institution in account details. I've deactivated downloads and tried adding the account anew, but the instition won't change and account will no longer download. How can I correct this?
When trying one step update today (10/25/2026), I saw CC-901 messages for 6 accounts from Fidelity Investments and prompted me to "Reauthorize". (Fidelity transaction download has had the issue for a few months due to CC-501. I also was aware that the issue has been acknowledged by Quicken according to "UPDATED 10/22/26…
Having this problem for the last month l or so. Transactions that I have already entered without a split have been automatically changed to split transactions after I run One-Step Update. The split always includes categories I have not entered as well as an uncategorized amount. Having to manually fix these transactions is…
After running One Step Update, I'm prompted to add a new security "contribution" to Quicken. When I Cancel, the Matching Security screen reappears several times before closing. This is happening with my Fidelity 401(k) and my Fidelity 457(b) accounts. I can't update my accounts since early August. Windows, R69.53. Thank…
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…
I think, based on what I have seen on the ML website, that this is a Merrill Lynch problem and Quicken did the best it could with what it got. On 9/3/2026 there was a 2 for 1 stock split of Amphenol. You can google that - it did happen. I had 20 shares so that means I ended up with 40. On 9/3/2026 I did a one step update…
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 -…
All of a sudden, my Schwab 401K download (simplified is the only option for me) shows a value exactly double what it is worth. It shows 4 holdings, for example, that as of today are worth 247.22 K. It also shows a cash entry of 247.22K for an incorrect value of 494.44K. I can't do an adjustment, as it is simplified…
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…
My wife and I both have our own AmEx accounts that we log into. However, I have not been able to figure out how to be able to download card transactions from both accounts at the same time. If I set up the download for my AmEx account, I cannot set up downloads for her account, and vice versa. Is this even possible in…
I have two Citi Bank credit cards in Quicken Classic Deluxe for Windows, one under my name and one under my wife's. Both of these require different online logins. Now that Quicken has implemented Express Web Connect, Quicken is trying to combine both of these into one download access, which does not work. How do I override…
Ever since Prudential was taken over by Empower, which was about 4 plus years ago, why can't we set it up in Quicken Deluxe to download? I tried to find answers, to no avail. One company blames the other.
I use $0 bill and income reminders as notes — “statement is ready to review,” “check septic tank,” “change air filter” — and for important dates like birthdays and anniversaries. It works, but each one has to pretend to be a bill or deposit and point at a dummy account, it shows up as an overdue “bill” until I deal with…
I recently switched from Quicken for Mac to Quicken Classic for Win 11. I'm trying to reconcile my accounts and seem to have lost past reconciliations and am now back to Feb 2026. There are a couple of issues I see that I'd like to fix up before I re-reconcile my accounts. I seem unable to change the register headings. I…
A while back, Quicken quit working with Santander Mexico. It clearly shows in the fidir.txt file that this bank is supported, but I've been unable to connect. Is anyone else having this issue? Is there a resolution? [Edited - Readability]
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…
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…
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…
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…
We are getting reports that customers who are trying to connect accounts from Bank of America in Quicken for Mac, Win, and Quicken Simplifi, are showing missing transactions. 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…
We are receiving reports that customers attempting to connect Altruist accounts to Quicken for Mac are encountering FDP-106. 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 as we have more information. To receive…
Great job to our most active members for this month!
