Discover tips, workflows and community insights to help you master Quicken at its best.
Select a category to get started.
All Quicken Classic categories will be listed here.
If there's an ongoing issue with Quicken Classic, we'll post it here.
Thinking about buying Quicken? Ask us your questions!
Need help using the community? Ask us here!
NEW! 10/16/26 Discover CP_SCRIPT_ERROR / FDP-101
Join us in The Water Cooler!
Here you'll find announcements about our products.
Have an idea about Quicken? Add it here!
Everything you need to know about Quicken Classic for Windows.
Everything you need to know about Quicken Classic for Mac.
Everything you need to know about Quicken Mobile.
Everything you need to know about Quicken on the Web
Come here to discuss anything and everything about organizing your essential documents.
The Community monthly newsletter where we discuss all the happenings of the month.
As a Mac Quicken user since 1993, I have entered over 34k transactions for home finances. The product has been pretty dependable for decades … until recently. When mobile Quicken became available, I was excited to try it until I noticed errors with PAST successful reconciliations — random transactions were deleted. With…
When I accept a match on my downloaded bank transactions, Quicken creates a duplicate. Has anyone had success correcting this? I am using Quicken Classic and Personal on PC. [Edited-Readability]
Windows Classic, R69.53. For the last month or so, my Fidelity transactions have not been downloading. No errors. I have reset the accounts, deactivated and reactivated. I've authorized all of my accounts at Fidelity, even the ones with no Quicken account. Still not working. [Edited - Readability]
In the past, I have successfully set up connections to several Bank of America credit card accounts and used those connections to download transactions. Starting about a week ago (10/23/2026), I think after an upgrade to a new release, those connections were not working. I started by attempting to reset the connections,…
Equity AT&T PFD (T&C) price quote does not get updated. Quote is selected during One Step Update.
Quicken version R69.53, build 27.1.69.53: Windows 11 Description: In investment accounts, cash transactions entered with the Deposit or Withdraw form (in the “Cash Transactions” section of the Enter Transaction menu) can’t be found with Find by Action, even though Quicken shows an Action value for them everywhere else.…
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…
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…
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…
After copying my data file to my laptop for traveling (something I do frequently), ALL my accounts lost their online services (BofA, Schwab, Chase, Fidelity, Vanguard). This has not happened before in the 20 years I have been doing this. Nevertheless, I had to set all of them up for automatic download - which was pretty…
This discussion was created from comments split from: Schwab Government Money SWGXX can't be treated as cash.
Finally! Many cards, as listed in the title, are difficult to set up since Synchrony did not have accounts set up using their universal account manager login. I periodically check, and finally, you can set up all these cards if you use the add account option for "Synchrony Financial Mastercard". I have already converted my…
i am on quicken mac (Version 9.3.0 (Build 903.62664.100)). i'd really like to create custom groups, place the custom group as a subgroup of Investing/Brokerage or Investing/Retirement or just under Investing. I would then like to click on the custom group, and then get the Dashboard, Portfolio, and Transactions views for…
The ability to monitor annuities directly through my financial instution.
Why is it that the Robinhood download setup automatically sets the tracking method to Simple? It wasn't like that before. I could download just the transactions while the method was set to Complete.
This discussion was created from comments split from: Show % field bugged.
I was syncing my data file to the cloud on Oct 28 and got an error. All of a sudden, I had duplicates of all my Banking accounts—and none of them matched their pair in terms of transactions and balances. I tried restoring a backup file from a few days earlier, and when it synced, I ended up with triple the accounts. WTH?…
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 seeing Quicken Windows users who are experiencing freezing when trying to connect their accounts using the "Set Up Now" button in Account Details. The loading indicator continues spinning indefinitely, and Quicken becomes unresponsive. If users try to cancel the process, Quicken freezes. This behavior is only…
Customers report being unable to connect existing RBC Royal Bank accounts via Express Web Connect on Quicken Canada Starter. During the add account flow, no explicit error is shown, but Quicken only provides the option to create an offline account instead of linking the accounts. The issue has been escalated to our…
We are seeing customers experiencing FDP-106/CC-506 when trying to connect their account with First National Bank of Omaha CC & FNBO Direct in Quicken for Windows and Mac. The issue has been escalated internally. We don’t have an estimated timeframe for a resolution yet, but we’ll share updates as soon as more information…
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…
Customers attempting to connect or update their Desert Financial Credit Union accounts are receiving FDP-181 / CC-581. The financial institution is permanently blocking the current Intuit aggregation connection, preventing customers from successfully connecting or updating their accounts. Quicken has plans to transition…
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 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’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 seeing users who connect their Pentagon Federal Credit Union accounts get an FDP-350 error daily in Quicken Windows. Users are able to verify authorization, but the error comes back seemingly every day. The issue has been escalated to our internal team for further investigation. We don’t have an estimated timeframe…
Great job to our most active members for this month!
