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RESOLVED 8/5/26 American Express - CP_ACCOUNT_NOT_FOUND, and CC-800
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The Community monthly newsletter where we discuss all the happenings of the month.
I have been having the "Fidelity problem" for over a week now. I have one CC account and 7 investment accounts. Every time I try OSU, Quicken responds with "have closed the account" / "have you changed the nickname" queries, to which the answer is "no" to all. I have tried Resetting the accounts, Deactiviating the accounts…
Getting this message: Warning: Unexpected errors occurred while decrypting this file. How do I fix this problem? Thanks.
Message: This connection failed and will not update: LPL Financial(xxxxx) - Connection to institution timed out. Please try again. Suggestions to fix? It has been doing this since last Friday.
What if I redo the update? Automatic entry has always been off. This only occurs on accounts with Fidelity; no other institutions show this behavior. [Edited - Readability]
Description: We are currently aware of an issue where customers who have grandfathered access to Portfolio X-Ray, previously accessed through investing.quicken.com, are unable to access the website. Portfolio X-Ray is still available to customers who were grandfathered into the feature before it was discontinued for new…
I'm really tired of this. For a couple of years now, almost every time I use Quicken, one of my two American Express accounts (I have a credit card and a HYSA) won't sync and tells me that I have to reset my account…. again and again and again. I've opened up multiple tickets, but never received a response. Sometimes, I've…
This is a problem with my local bank. If I try to do a mass update, I get an error message. If I do an individual backup through Quicken, it will update. This problem has been going on for some time. I did call the bank, and we reset the password, and it seemed to work for a while; now we are back to the same thing again.…
The issue described in this discussion, now closed, still exists. I have been monitoring the projected refund since reporting this issue in May and Tax Planner settings did not change until I made another copy of my working data file today. To summarize and update my earlier findings, if I do a File > Copy or backup file >…
I have been using Quicken for over 28 years. I have data going back to 1997. It is running slow.. any action or additional transaction takes like 30 seconds before it performs the function.. even reconciling a transaction. I am guessing my file has gotten too big. I cannot, for the life of me, find the archive function to…
How can this be? And again, this is since the latest update. When I use the 'update' function for my US Bank Mastercard, it shows a balance of, let's say, $ 1,300. Keep in mind that the balance was always showing correctly prior to the update. Now, if I download a 'Quicken' file from the US Bank website and import it (as a…
I'm on the phone with Quicken tech support now. They said nobody else reported a problem with Quicken, but there are other posts [1, 2] about the problem. After sharing these other posts, the agent seems to be working hard with a technical team to on the problem. My Robinhood account has two stocks, a small margin…
My issue is under ONGOING 6/30/26 Bank of America - FDP-105/CC-505. How will I know when there has been resolution?
I am experiencing an inexplicable "Wages and Salaries" increase in the tax planner - only AFTER validating my data file. If I don't validate it, everything is okay. In the image below, selecting any of the three options in blue, the "Annual Total" correctly displays the proper figure as follows (using made up figures):…
Three days ago, I started receiving a CC-502 error for LPL Financial during the One Step Update. The error repeated if I tried to update from within the accounts. This occurred after the MFA was received and returned to Quicken. These accounts have been updating properly for over a year until September 17 when this…
This has all worked fine up to this morning. Today, during a OneStep update, I received a message that Merrill Lynch needed re-authorization. I went through the process, and all went smoothly on Merrill's end. When I was returned to Quicken, I got a message that there were no accounts to match. I then triggered another…
There was an error creating the online backup. [Edited - Readability]
For a while now, the net worth report I ran using Quicken Classic for Mac was showing my net worth as $125K higher than the Total amount shown in the sidebar of the main window. After examining things, I determined that there were two investment accounts causing this issue. More recently, I was doing more research to see…
We are currently investigating an issue affecting split transactions in Quicken for Windows following recent releases beginning around R68.31. Customers may experience unexpected behavior when creating or editing split transactions, particularly when using the newer % Split functionality. Reported behaviors include:…
This issue is impacting Quicken Windows users in R68.25 and newer, who also have the setting "Automatically add to banking registers" turned off (unchecked) from the Preferences>Downloaded transactions menu. This is also referred to as the "Downloaded Transactions section", "Unaccepted Transactions", or C2R…
We are getting reports that customers who are trying to connect accounts from LPL Financial in Quicken for Windows or Quicken for Mac are getting a CC-502/FDP-102 error. 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…
Sometimes it’s the little things that can completely change the mood of your day. It could be a good cup of coffee, hearing your favorite song, getting a phone call from someone you love, or simply enjoying a beautiful morning. ☀️ For me, it’s when someone smiles at me. It’s such a small gesture, but it always makes my day…
We have started rolling out Quicken Classic for Mac 9.2 into a staged 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 —————————————————————————————————————————————————— Investments…
We are receiving reports from users who are encountering OL-301-A and 2000 errors when attempting to connect their Morgan Stanley Wealth Management accounts in Quicken. Our team is aware of this issue and is actively working to identify the cause and restore connectivity as quickly as possible. At this time, we do not have…
We are seeing a trend of America First Credit Union connections affecting both Quicken for Windows and Quicken for Mac. Customers may receive: FDP-7500 / CP_SERVER_ERROR Account 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…
When trying to send invoices from Quicken for Windows, an error appears: "PDF Driver could not be found or Initialized.” Once the window is closed and another invoice is sent, another error appears: "Failed to generate the PDF file." Please check that “Quicken PDF Driver” is installed and set as the default, and try again.…
We’re aware of an issue preventing customers from removing the LifeHub tab from the Home menu in Quicken for Windows. Our team is actively working on a fix, which is planned for the next R69 release. We don’t have a release date available at this time, but we’ll provide updates as more information becomes available. If you…
Great job to our most active members for this month!
