Discover tips, workflows and community insights to help you master Quicken at its best.
Select a category to get started.
All Quicken Classic categories will be listed here.
If there's an ongoing issue with Quicken Classic, we'll post it here.
Thinking about buying Quicken? Ask us your questions!
Need help using the community? Ask us here!
RESOLVED 8/5/26 American Express - CP_ACCOUNT_NOT_FOUND, and CC-800
Join us in The Water Cooler!
Here you'll find announcements about our products.
Have an idea about Quicken? Add it here!
Everything you need to know about Quicken Classic for Windows.
Everything you need to know about Quicken Classic for Mac.
Everything you need to know about Quicken Mobile.
Everything you need to know about Quicken on the Web
Come here to discuss anything and everything about organizing your essential documents.
The Community monthly newsletter where we discuss all the happenings of the month.
I'm astonished at how Budgets in Q for Mac are now operating: that at the end of each month the Budget Amount gets automatically removed forever and changed into the Actual Amount spent/earned in that category. I want to be able to look back at the prior months of the year and see how my Actual Monthly Income & Expenses…
Current functionality: When I go to copy a file and Quicken asks the date ranges for the transactions we want, Quicken STILL copies the ENTIRE data file. For example. My data file starts back in 2011. I went to copy a file and put in the range of transactions I wanted: 1/1/2023 to present. But the copy has ALL transactions…
This idea stems from the discussion posted at… Within this discussion there was a suggestion to post a product improvement idea for voting. I'm not seeing where that might have been acted upon. So, he we go. The "Customize Current View" dialog box allows users the ability to change the order of accounts using the "Move Up"…
My OS is windows 11 and running R69.53 version of Quicken. As of 9/21/26, I have not been able to download my transactions for my Target credit card. I made two transactions to my card which have not download. I deactivated the online setup and reactivated a new setup with no problems. It sates web express is connected.…
I have a HELOC loan which I want to link to a property. Based upon internet posts, I thought I could to this once I upgraded from Classic Premier to Classic Personal & Business, but I still see no way to do this. I have to set the account up manually as a credit card as the bank does not appear as an option. I can change…
Tangerine, is it just me, or it's the return of the non-working download CC-503 FDP-103? MacOS 27 [Edited - Readability]
Bank of America — CC-501 on 3 accounts — recurring problem I’m using Quicken Classic for Windows. One Step Update gives me CC-501 for all 3 of my Bank of America accounts. My Chase account updates normally. This happened several days ago as well and is happening again today, October 7, 2026. Is anyone else experiencing…
It would be helpful to have tags easily available when entering investment transactions. I've found that one can add a Tag to an investment when Split of categories is available for a few of the transaction types. I'd like to see this option available for all of the pertinent transaction types and for entry to be easier…
I have been using Quicken Mac for Business for a long time with many different types of accounts. My previous bank [Pacific Premier Bank] was acquired by Columbia Bank within the last year. With my previous bank, my associated accounts would automatically reconcile with each download. At the end of the month around the…
I'm in Europe trying to download transactions from Bank OZK & Fidelity. It won't work using the local internet provider nor using NordVPN. Why not? I have Windows 11 Pro
My subscription to Quicken renewed in August and since early September, I am unable to download transactions from Fidelity. It's been a month with no resolution. Without this capability, Quicken is just an expensive check register. If this isn't fixed in the next few days, I will be pursuing a refund.
Updating my credit card transactions have stopped. Quicken is stating I need to change my Synchrony password associated with my Verizon VISA. I've done this numerous times to no avail. Been down for a month now. I've done all the other troubleshooting procedures.
It's open enrollment time for my retiree dental and vision benefits. I know what my new premiums will be starting in January, 2027. I go into "Bills and Income", then select the bill reminder for the January payment. Then I select "Edit this instance and all future instances" and make the premium changes in the split for…
This has been going on for years, but this is the first time I've bothered doing anything about it. Every time there is a stock split the post split price is entered into Quicken a week before the split takes place. The prices get changed on the date of the split, so a week before the split, in the most recent case, the…
Version 9.2.2 (Build 902.61860.100)macOS 27.0.1 I have used Quicken for Windows since the 1990s. I recently switched to the Mac version shown above. I have always used the Bills & Income reminders, but since switching to MAC, I find the reminders are entered into the register automatically and way before I need them. I…
I have confirmed that my charge for the renewal of my Quicken program has been charged to my account, but the account does not show the renewal, and I still cannot
I've been using Quicken Classic Business & Personal for years. For some reason, starting today, one of my Investing accounts no longer shows my transaction page. Instead when I click on the account, the four summaries show (Total Value, Top Movers, Portfolio by Security, Value over Time). I've searched every thing I can…
We’re currently investigating an issue affecting KEMBA Financial CU customers using EWC+. During account reactivation, customers may successfully sign in to KEMBA Financial CU through the OAuth flow. However, instead of seeing the expected authorization or confirmation screen to grant Quicken access, they may be redirected…
We’re currently investigating an issue affecting Police and Fire FCU. Customers may encounter an FDP-102 error or a customer-facing CC-502 error when attempting to connect or update their accounts. The issue has been escalated to our internal team for further investigation. At this time, we don’t have an estimated time for…
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 aware that some customers are experiencing an FDP-102 / FI_TIMEOUT error when attempting to connect their accounts with Tangerine Personal Banking. Our team is actively investigating the issue; however, we do not currently have an estimated resolution time. If you would like to be automatically notified of any…
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 are investigating an issue in Quicken Windows where duplicate pending transactions may appear in the register after performing One Step Update. The issue has been observed with Chase and Citibank accounts using Express Web Connect Plus (EWC+). Pending transactions that should appear once may instead appear as duplicate…
We are receiving reports from users who are encountering OL-301-A and 2000 errors when attempting to connect their Morgan Stanley Wealth Management accounts in Quicken. Our team is aware of this issue and is actively working to identify the cause and restore connectivity as quickly as possible. At this time, we do not have…
We are aware of users getting errors when logging into Treasury Direct. This is due to the new ID.me login process. In Quicken Windows, this shows as CC-501, and in Quicken Mac, it shows as FDP-101. We've escalated the issue to our internal team for further investigation. We don’t have an estimated resolution time yet, but…
We are seeing a trend of users receiving errors when trying to connect their Edward Jones accounts with Direct Connect. In Quicken Windows, users are seeing an OL-332-A Error, and in Quicken Mac, it's a 15500 Error. The issue has been escalated to our internal team for further investigation. At this time, we don’t have an…
We’re aware of an issue preventing customers from setting up the Amazon Retail Purchase Categorization feature in Quicken for Windows. Our team is actively working on a fix, which is planned for release in R69.SR. We don’t have a release date available at this time, but we’ll provide updates as more information becomes…
Great job to our most active members for this month!
