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I have reviewed most of the thread about this new feature but I am not finding my problem: First my version of Quicken is 59.35, Build 27.1.59.35, OS: Windows 10 Enterprise. I subscribed almost 4 weeks ago. There does appear to be backup versions visible in the "Restore" section. But they are not consistent with the dates…
If I login to my Tangerine account through the bank's interface, and download the QFX file (which guarantees me the latest data), why do I get this error message when attempting to import into Quicken. I have tried to do this in a new instance of a Quicken file and get the same error. I have had consistent issues with the…
Windows 10 Enterprise version R60.20 Build 27.1.60.20 When I sold some stocks, a regulatory fee was charged for selling the stock but when I enter the fee under commissions the Total sale amount is reduces which is inaccurate. How do I account for the fee so that it is reduced from my account cash balance but the Total…
For TIAA's Stable Value (a money fund), TIAA is downloading an "Add Shares" transaction for 0 shares and $.00 each day. Other activity (like buy and sell) appear to be correctly recorded. Since this a lack of activity on a given day, I can just delete the extra transaction, but it really shouldn't be there in the first…
In one of my investment accounts, the register shows a cash balance of 0.00 but the INVESTING Portfolio screen shows a negative cash balance. I have run validate on my file, but did not rebuild investing lots or correct price history.
In another discussion about a disconnect between what Quicken thought the investment holdings were for an account and what the actual holdings were, I was prompted to do some investigation that led to discovery of other issues not related to that discussion. Issue 1: One step updates contain inconsistent data. If I have…
For about the last week, when I download transactions from Health Equity, all transactions are duplicating. While I can obviously delete the duplicates it is annoying. Anyone else seeing this?
Have been getting CC 511 since November 5. Is this an ongoing thing?
This discussion was created from comments split from: Managed Sharing.
I moved money from one checking account to another. They are both categorized with [Other Checking Account Name]. I can right click on the transaction and see option to "Go to matching transaction". Both transactions have been reconciled. Both Accounts are set up as "Checking" accounts. My P&L/Cash FLow Report is showing…
I have 6 retirement accounts with VOYA Financial. 3 for myself and 3 for my wife. Up until about 1/10/25 all accounts would update when requested. Shortly after 1/10/25 only my wife's 3 accounts will update while my 3 accounts have stopped updating. Nothing has changed on our end. It doesn't seem to be a VOYA issue -…
I am trying to merge my wife's and my files into one. I split them for a number of reasons several years ago an now want to merge them back together. I used QXF to import the two files into a new one, made by doing a Quicken copy of my file, then importing her QXF export. As I was going through the accounts in the new file…
As a courtesy I think employers that pay on the 15th and last day of the month (LDM) deposit paychecks on Friday if the 15th or LDM falls on a weekend. It would be nice if there was a way to automatically schedule the deposit for Friday if the 15th or LDM is a weekend.
Since the beginning of the new year, I'm no longer able to download transactions from Wealthscape Investor using Quicken Direct Connect. Getting an OL-332-A error code "your login information in Quicken is incorrect", however, all of my login info is correct, and has not changed. Using Windows 11, Quicken Classic Premier…
I am getting the same problem with the "Projected Balances" graph in "Bills and Income" as discussed in the original post. For when select Multiple Accounts and check-mark 2, the graph displays all accounts. I did a test and created a new file with 4 accounts, selected 2 in multiple accounts and the graphing works as…
https://community.quicken.com/discussion/7956928/error-during-sync#latest
I reconciled my check register with the bank as of 12/31/2024. From then to now, I paid some bills EFT and everthing was fine. Since I have been using Quicken for 20 years plus, I decided to clean out the "Tools" App - writing and printing checks that had checks pending for 10 years back. I look in my register and it…
I want to create reports that show the variances/changes period over period. Right now I have to export reports to excel and create my own variance column.
This year has been the WORST year for quicken in the 20+ years I have used it - hours of wasted time correcting records because quicken doesn't work with my banks. When your cc statement come and you find out the quicken is missing a months worth of transactions from your bank which had been working fine the month before.
Hello Everyone, Quicken Support will be closed on Monday, January 20, 2025, in observance of Martin Luther King Jr Day. As a reminder, all banking institutions will be closed which will cause transactions and stock quote updates to be delayed by 24 - 48 hrs. Thank you!
Customers have reported a reproducible FDP -105 when attempting to connect to Wealthsimple. Wealthsimple confirmed that they no longer support Quicken. Since it was the financial institution's decision to no longer support Quicken, if you have any questions or concerns, please contact Wealthsimple. We apologize for any…
We are seeing an issue with Mission Federal Credit Union returning an FDP-102 in Quicken Classic for Mac and 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 ribbon located in the upper right. If you do not…
We are seeing an issue with SoFI returning an FDP-106 in Quicken Classic for Windows and Mac. This is a known issue that has been escalated internally, however, no ETA is available at this time. This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as they become…
We are seeing an issue with Bank of America - Health Savings Accounts returning an FDP-106 in Quicken Classic Windows and 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 bookmark ribbon located in the upper right. If…
Wealthscape Investor users attempting to connect to Wealthscape Investor with a Quicken Connect connection in Quicken Classic for Mac may encounter problems. This connection option should not be used and is slated to be removed from the product. This has been escalated internally, though we do not have an ETA at this time.…
Quicken Classic for Windows users are currently experiencing an issue when attempting to set up a Web Link for PayPal in their Customer Invoices. Specifically, after clicking "Set up" in the "Manage Web Links" window, users are directed to an HTTP ERROR 400 page displaying the message: "This page isn't working right now."…
Our teams have discovered an issue with Edvest College Saving Plan downloading investment accounts with $0 balances. This mainly occurs on Quicken for Mac using Quicken Connect. This is happening because our OFX Screenscrape (a form of Express Web Connect/Quicken Connect) can successfully capture account details but cannot…
How to See Your Finances Clearly By Janean Comfort A Personal Financial Health Dashboard is a powerful tool for gaining a clear, real-time snapshot of your financial well-being. By consolidating all your accounts, budgets, spending, and goals in one place, it provides actionable insights that help you make smarter…
The latest Quicken for Windows release R60.12 is now being made available in staged release to a limited amount of users. Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file. What’s Included: Taxes…
RESOLVED! 10/2/24 Citicard - Downloading Incorrect Transactions/Errors when updating/ FDP-390/CC-902
Great job to our most active members for this month!