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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.
First off, I am a long time Quicken user. I started with a DOS version (2?), well over 30 years. for the last two or three years, I have have had multiple problems with downloading. A a few weeks ago I solved a problem. Shortly after, I can no longer sync. My bank says there are no problems on their end. The specific…
When I went to download new transactions after 4/19, they appeared as "Uncategorized." I have so many of them marked that way. How do I fix this? I have downloaded more to date and it still has not corrected itself. All other information, date, payee, etc. are correct. Please advise.
Hi, from a frustrated Quicken user (using Quicken for Mac). I've been working with Quicken Support for over a month - most recent case # 12365270 (I made the mistake of opening this second case when I didn't get results from my first case, which means Support has had to start from ground zero….) I've invested TONS of time…
I have 3 funds with Capital Group-American funds. I've been successfully getting transactions via One Step Update for years. About a week ago, One Step Update stopped working. I deactivated the online setups for all three funds and tried to set them up again. During the process, I successfully connect with Capital Group…
On the Portfolio view screen, you have the "Show" drop down box, then the "Group By" drop down box. How about a third drop down box and have the class and type (or more) in a drop down. With the second sort, we can have the "Value" screen, then sort by "Accounts", and then sort that by "Type, Class" or what ever else. This…
Hi Have been getting error 2000 with no reason when I try to update Citibank cards through direct connect. Have tried all suggested troubleshooting and am still getting error. Is anyone aware of this error and the reason? Any resolution? Thanks
I went to download my credit card transactions from BOA in early May and the download window now said zzz_Bank of America instead of Bank of America- All Other States. I tried the deactivate reactivate maneuver. Quicken now says my two credit card accounts are linked but I am still seeing zzz-Bank of America and it says I…
Anyone else seeing this? It has been bad for the last two days for me. I'm using Direct Connect and the error code is, helpfully, "2000".
Just updated to Quicken Windows R66.18, and saw that R66.11's release notes said, "Improved: Added support for treating more than one money market fund as cash in brokerage account settings." I thought perhaps that this would (finally, after years of waiting) treat Schwab Government Money Fund (SWGXX) as cash and make…
When I updated my bank accounts after updating my consent to share, Quicken created all new accounts instead of adding to my existing accounts. What did I do wrong? How can I merge the new accounts with the old ones?
As you can see, use large font does not work. The sliders on the left become a mess. The menus at the top clip. The transactions on the right that show as $124 are actually $2124. No matter how I try to adjust the columns, they don't stay and show the full amount. This is not saved between user profiles. I do not want to…
Provide a robust search capability, not just inital character search, when looking for the top line category to nest a new subcategory under it.
This report for me is frustrating, inaccurate and I consider it pretty much worthless. I have a decent investment portfolio. In retirement I want to ladder non equity investments by quarters. In my case, over three years. This report basically just spits out all investments with no ability to sort by intervals, like some…
The data from Investor360 does not download or sporadically downloads pieces from the account. I've been working with the Quicken 'experts' who claim they are working with Investor360. It's been months, and there has been no appreciable progress. I'm not getting error codes. I've sent screenshots and log files several…
I am unable to connect to TruNorth Bank using One Step Update. I have call Quicken Support multiple time and have gone through all the suggested steps. The result I get is that "we are unable to connect to TruNorth Bank". There is no error code. I have also called the bank and they have no suggestions. Any suggestions…
I email invoices to my customers and in the last day or so, my emails are not going thru.
I’m having trouble in creating a simple report. I’d like to create a simple report in one Account for the last 12 months for a single category e.g. Auto & Transport/ Parking I’m not finding the Help in the Menu Bar, well, helpful at all. As recommended by Quicken, I’ve been approaching creating a report via the Report tab.…
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 are receiving reports that users of Farm Credit Services of America are currently unable to connect their accounts. This results in an "unexpected error occurred" message in Quicken Classic for Mac, and a CC-501 error in Quicken Windows. This has been escalated internally, though we do not have an ETA at this time. To…
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…
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,…
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…
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