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The Community monthly newsletter where we discuss all the happenings of the month.
Using Quicken for Windows, the last online update that worked was sometime the beginning of July 2026. Before that, once they added the VIP access support, it sorta worked, it would work every other time (it would ask for the VIP code and then download the transactions). Since whatever changed, it never asks for the VIP…
In Quicken Windows there is a new checkbox when entering a dividend that allows you to mark it as a Qualified Dividend. I suspect that this is a purely manual entry and you will not get this from any downloaded transaction. Is this correct?
Starting this so people can post issues with Fidelity accounts that were not fixed in V9.2.1. Workplace accounts (401k and IPC Roth etc.): Cash position may be in IGOVH. This does not show up in the new 'Money Market Fund Tracking' area. Transactions are downloaded that should not be, like 'BUY'. Currently these have to be…
I opened my Quicken program and was met with an automatic update before I could do anything. It took a longer time than usual, but it said it successfully installed. NOW IT WILL NOT OPEN. I launch the program, it asks for my file password, then nothing. I get a blank Quicken window with nothing and when I check my task…
Somebody posted this as a question. I think it is important as I could accidentally use an incorrect and unbudgeted category and there is nothing to tell me. In Quicken Windows, everything that isn't budgeted for the month goes into the "Everything Else" area. In Quicken Mac, this is not an option. Either I budget for…
I compare my holding and balances with the brokerages using the Online Center frequently. My Schwab account uses SWVXX as cash. Quickens register balance correctly includes the value of SWVXX in cash. It matches the $19,347.54 total cash on Schwab's website. But the Online Center omits the value of SWVXX and only shows the…
I have two income reminders step up from the same employer. It hasn't worked correctly in probably 1 year. My husband and I each get a paycheck from our business. Each reminder was setup using the the paycheck wizard (bi-weekly paychecks). The reminders are perfect, but when they post to the checking account, both revert…
As I reported in the thread below, Cloud Sync Log is not updating again. This time it stopped when it reached 20MB. Currently on Windows Quicken Classic Premier Version 268.31 Build 27.1.68.31. There is a new version ready for install. The last line in this instance is <!-- ***** RECV from…
Golden 1 Credit Union upgraded their system on Saturday 2/21/2026 and now I'm unable to get connected. Depending on which Golden 1 CU I choose when I start to setup the connection I get one of the 2 errors below. I've tried disconnecting my accounts and creating a new connection but still couldn't get connected. I did wait…
Hi, I have Xcel Energy set up for Quick Pay. Last month, it would no longer pay it for a future date. So I put it in as a check payment, but it used the wrong address, and the check got returned. When I check the tools online payees menu the address is correct. So, a couple of questions: How do I edit the Xcel Energy payee…
Where can I find out if this issue has been fixed? [Edited - Readability]
Quicken classic deluxe for windows, latest release I have a tax related medical category (long term care) but the pull down for tax related/schedule A does not include long term care, the only medical related options are doctors and RX expenses. I like to import these expenses into turbotax but it will import them into the…
Situation: You've instructed Quicken to treat Money Money (sweep) funds as cash in your investment account. Yet, when you click into Holdings, you see a number of shares at $1 each. Solution: In the transactions screen, scroll back and examine every entry where a dividend was paid from the Money Market account. Mine is…
Even though the transaction was downloaded using Quicken previously, I customized the Payee name to what I want it to read, the new download overwrites the previous entry as new and I lose all the data I had entered in Payee field, memo field, category field. Most dangerous is Quicken removes the transactions previously…
Quicken Mac 9.2.1 causes severe UI freezes (main thread locked for 5-20 minutes) — confirmed gone after reverting to 9.2.0 I want to document a reproducible, version-specific performance regression in Quicken for Mac 9.2.1 (build 902.61841.100), since Quicken support was unable to escalate this without a broader pattern of…
I know this has been an issue for a while. There are posts here and on Reddit about this happening, and I already ran through the fixes they suggested. I was in a chat with support at Quicken, and they had me run through all the steps to try and fix the problem, but nothing worked. Then they abruptly ended the chat, just…
The column may be useful for someone that can use it. But for me, it is useless. Since you have to tab out of it when you enter an amount and hit enter or tab, it wrecks my data entry pattern that I have built since the early 1990s in Quicken. Please fix this. I can not believe this passed the quality assurance test…
I've asked about this previously and received a nonsensical answer. Since then, I've tried changing the number of days from 7 to 2 to 0 and nothing changes. The entry always appears 12 to 14 days before the due date. Windows 11 R69.25
The latest Quicken for Windows release R69.17 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…
We are currently receiving reports that users are seeing an FDP-176 error in Quicken for Mac with Victory Capital. This issue has been escalated to our internal teams. While we don’t yet have an ETA for a fix, we will continue to provide updates as soon as new information becomes available. To be notified of updates as…
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 have identified that users with Comerica Bank - Personal Trust Online are receiving an FDP-106 in Quicken Classic for Mac and CC-506 in Quicken Classic for Windows. 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 bookmark…
We have identified that users with Axos Bank are receiving an FDP-103 / CC-503 error in QMac and QWIN. The following connection options may be affected: Axos Bank - Bus Axos Bank Business DC Axos Bank Business WC Axos Bank DC Axos Bank WC This has been escalated internally, though we do not have an ETA at this time. To be…
We are receiving reports from users who are unable to connect to America First Credit Union and are encountering the FDP-102 error. We are aware of this issue, and 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 provide updates as new…
We are receiving reports that customers trying to connect their Ascensus accounts in both Quicken for Mac and Quicken for Windows are encountering FDP-102 / CC-502 errors. We are aware of this issue, and our team is actively working to resolve it as quickly as possible. At this time, we do not have an estimated timeframe…
Some people love getting out of the house, exploring, socializing, trying new places, and staying busy. Others are happiest right where they are. I’ll admit it: I’m definitely a homebody! 🏡 Home is my safe place, and there’s just something comforting about being at home. Going out can be fun, and I enjoy it sometimes, but…
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…
Great job to our most active members for this month!