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RESOLVED 8/5/26 American Express - CP_ACCOUNT_NOT_FOUND, and CC-800
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The Community monthly newsletter where we discuss all the happenings of the month.
Let me start with one that should be pretty simple. I have a brokerage account with a linked cash account. Transactions for month-end dividends from the money market fund do not get transferred to the cash account like they used to. Here is an example where the problem is a Div instead of a DivX transaction. Note I've…
Anyone else having a CC-502 error with USAlliance FCU? I have had this issue for several days. Running Windows 10, Quicken 69.25.
Could the development team consider making the Quicken Classic Mac Calendar function like the calendar in Quicken Classic Windows? I need the ability to select which accounts show in calendar and most importantly the ability to filter which transactions show in calendar. Specifically I want to show only scheduled…
For those of us who use Memo/Notes extensively, it's an annoyance to have to add the Memo/Notes column to every report we create. On saved reports, the column can be added once and then it's permanent, but for ad hoc reports — particularly drill-down reports from Dashboard cards — it has to be added each time. This is a…
August 20 was the last date I was able to download Fidelity updates. All other updates are working. Quicken Assist said it was therefore probably a Fidelity problem. But the Fidelity online representative said Quicken has already opened an incident report: Quicken ticket #12266898/CTP-16491 The rep added that Fidelity is…
I'm new to Quicken. I'm having an issue posting rent under the "Rental Property" tab. I'm sure it's user error on my part, but I don't know how to fix it! Property 1: I enter rent from the Rental Property tab using "Add Transactions" — Rent posts to the rental property and to the correct bank account - no problem. Property…
Windows Quicken Classic Premier Version R69.17 Build 27.1.69.17 While filling in split transactions, I use my TAB key to go from field to field and to the next line. Today after I entered the amount and clicked TAB and started typing into what should have been the next category on line 2, it turned out that I was typing…
When I try to view some old posts I get the subject message Permission ProblemYou need the Vanilla.Discussions.View permission to do that. How do I fix this?
I've been a Quicken user since 1998. For almost 30 years I have recorded 100's of Zero-dollar ($0.00) split transactions. For example I bought an item at Costco for $50 dollars but I used a Costco $50 Costco Gift Card someone had given me as a gift. Well, I like to record the date of the purchase, where the item was…
Since Citi keeps both cards under the same login information, the activity is being recorded twice. The same information is being downloaded in each account.
I'm trying to record a stock transaction that had both 1) a stock-for-stock component, and 2) a cash purchase (got xxx new shares for yyy old shares, plus a large component of cash payment per share). This doesn't fit well with any of the canned transaction types (combination of corporate acquisition, return of capital and…
I'm trying to add a new American Express account to my file. When I login to AmEx, I see my two accounts and select them both to be approved for transaction downloads. Quicken then presents both to me, one should already be linked, but the other needs to be added. When I try to complete the operation, Quicken says the…
Quicken Classic Premier (Mac) version 9.2.1. All of a sudden the total value of my Wells Fargo IRA account went to "0" in the left summary column. The account syncs fine and all the data (and total market value) is correct in the right side Dashboard & Portfolio, but the total value is just not included in the "All…
Why do I need to pay a Monthly fee?
The total of capital losses that was reported in the income statement disagreed with the total of gains/losses in the report of "Taxable ST/LT Capital Gains/Losses". I tracked it down to two sales of one security in one day and retraced that security's data before and after the sales transactions. and rechecked (twice) my…
I have a Santander Consumer account and started receiving the CC-511 error code after attempting to update for the last few days. Any known issues anyone can tell me about with Santander? So I am clear, I added my Santander account in July 2024 and my transactions have been downloading successfully since. Thanks.
I'm with Tangerine (Canada). I was getting OL-221A & B errors while attempting to download transactions, and I read somewhere to deactivate and reactivate the account in question. I have several accounts in Tangerine and am getting the same errors everywhere. So, I deactivated the checking account, and when I attempted to…
Windows Desktop. I have an investment account at Schwab. I want to produce a report of all "Added" transations (where stock shares were added to my account). But when I try to Customize in the Investment Transations report and go to the Actions tab, "Added" is not listed as a choice! Does anybody know of a way to do this?
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…
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…
Hi Everyone, Quicken Support will be closed on Monday, 9/7/2026 in observance of the Labor Day holiday. As a reminder, all banking institutions will be closed on Labor Day, which will cause transactions and stock quote updates to be delayed by 24 - 48 hrs. We appreciate your patience and wish you all a safe and Happy…
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 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…
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…
The Verizon Biller has been discontinued due to a high rate of enrollment failures. Customers who enrolled before the biller was removed may continue to receive bills until support is fully discontinued. However, customers attempting to enroll for the first time, or those whose existing connection has been disconnected or…
We have started to roll out Quicken Classic for Mac (8.0)! 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 product. Business &…
Great job to our most active members for this month!