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NEW! 5/12/26 Capital Group - American Funds - OFX-16503
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Windows 11 When I am in the checking register and choose bill pay i get the dialog about needing to add info, one time. then when i add the account info and zip it gives the second error code…
The red flags that display on the linked cash account and the partner investments account when a transaction is downloaded do not disappear from the investment account when the transaction is posted in the linked cash account like it used to do. Even though there is no other downloaded transaction for the account. In order…
Care Code: FDP-106 Details: ACCOUNT_MISMATCH Account not found. No accounts returned - case 106 Receiving the above error since 5/18/26. It asks for an authentication code, which I enter, but still receive error. I have unlinked the accounts, but now I am unable to relink them, due to same error.
Hello, I have been using Quicken for Mac for many years. My current file has over 15 years of data. Is there a way to archive older years and get a new file that would have only the last five years of data? I find my current file a little slow to load. Thanks!
Using Quicken Premier Classic on Windows. Added Robinhood. Got it download (1)Investment Account and (2)IRA account. BUT my Roth IRA account doesn't get detected or downloaded. Does anyone have any ideas on why?
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It has been about a month since I have been able to download transactions from American Express. Still getting this error message, "We cannot find an account with non-zero balance or with any transaction in the last 12 months." I know this is a known issue but it sure seems to be taking a long time to fix it. Is there any…
Just started this morning. Maybe connected. Latest Quicken Premier for Windows. Receiving CC-901, Your bank is requesting that you reauthorize your account, on both of my AMEX accounts. Click Reauthorize. I select my two accounts in my AMEX account and I receive an error. Just spinning. However, I go into my Amex account…
Is anyone else noticing that their account values are correct but that the day gain/loss amounts and percents are clearly off. Saying positive when BTC is down big.
I changed jobs in January of 2026. I had one 401K account with my former employer through Vanguard. Instead of moving this money over to my current employer's 401K, I set up two brokerage accounts - Rollover IRA and Roth IRA. My current dashboard has three investing accounts. (1) my current employer's 401K (2) Rollover IRA…
In the last week or so the direct connection to Citibank is getting randomly lost. I'm asked to Fix the connection. which I try to do… It opens a browser at the Citibank authorization page, I select the accounts to share access. I receive an email from Citibank: "You've authorized Quicken to access your Citibank account…
For accounts where there isn't a transactional download available, or the automatic download has failed to capture all transactions, the Copy Transactions and Paste Transaction functionality is available to add the needed transactions. A lot of transactions are of a repetitive nature, such as subscriptions or rents, so you…
Since February of this year Transamerica 403(b) website stopped providing QIF file downloads for importing into quicken. They now provide only CSV file. Has anyone tried reformatting this csv file for import into the 403(b) investment account in Quicken Classic for Windows? How to do it? Also I have seen some comments…
Twenty-five years ago, I convinced my Dad to invest in AAPL. He has (obviously) done very well with his investment. I would like to add the stocks he owns to Quicken so I can see their value, but I do not own these stocks and want to keep them separate from my net worth. I will inherit these someday, I suppose, but it is…
I've used Quicken for Windows for over 20 years and have never been able to tame the "memorized payee" feature. Quicken will often auto-fill a category for a payee with something I don't want; ex: sometimes at the supermarket I get a prescription filled; so it's "health & fitness", etc. But most of the time, of course,…
I had an issue with an investment account and I attempted a fix in a copy of the DB. The fix was successful but I forgot about having to reestablish the download connections. It's been a while since my accounts were connected so I'm wondering how clean this first downloads would for the accounts that I have connected.…
My wife and I would like to use Quicken to put aside pockets of money – a new car fund, a discretionary account for her and one for me, etc. Is there a way we can track money coming into those pockets and being spent from those pockets strictly within Quicken Deluxe Windows 11 Home, without having to move money around…
We are receiving reports that customers trying to connect accounts from Randolph Brooks Federal Credit Union to Quicken Classic for Windows are encountering CC-506 error and Quicken Classic for Mac are encountering an FDP-106. This has been escalated internally, though we do not have an ETA at this time. To be notified of…
We are receiving reports that customers trying to connect BECU accounts to Quicken for Windows are encountering an OL-294-A 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 click the bookmark ribbon located in the upper right.…
We are seeing a rise in FDP-155/FDP-102 errors with Raymond James & Associates. 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 see the bookmark ribbon, please make…
We have received several cases in which users report missing accounts or FDP-106 errors across multiple financial institutions. The list of financial institutions currently known to be affected is below. More financial institutions may be added later: NETEXCHANGE INVESTOR Raymond James Bank This has been escalated…
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 a number of cases in which users report missing transaction downloads for their credit card accounts across many different financial institutions. This alert is for users who are ONLY missing transactions in their credit card accounts. We have a list of reported financial institutions, but this may…
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 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…
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…
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