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The Community monthly newsletter where we discuss all the happenings of the month.
When I scroll my mouse in the register, it doesn't keep scrolling. It jumps back to the transaction it was on. It's odd and I tried two separate mouses. I am not having this problem with any other program on Windows 11 so isolated to Quicken. Is anyone else having this problem? I updated Quicken this morning.
I'd like to have fresh data each morning so I'd like to schedule a one step update each day at a specific time such as 4 AM.
When trying to scroll through transactions in my account register, only a group of the 9 most recent transactions show up, and they keep looping. This seems to have started occurring about 2 weeks ago.
Since June 1, my Quicken was unable to connect to e*Trade. I had to deactivate and then try to set up again. Now, it says This Financial Institution only support simple investment, meaning I can only download position information, not transaction. Does anyone else have the same problem? If this it the case, can anyone…
Last week I was prompted by QW to change the connection method from EW to Direct. I didn't do anything to trigger this, such as a password change. I don't have a Direct username and PW with my bank and my bank says it would take some time to set that up. They said tell QW you want to go back to EW as it is still fully…
I have Wells Fargo Direct Connect accounts, and some time ago they stopped showing up in the One Step Update Summary window. However, they are updating because I continue to get new transactions downloaded. Has anyone else seen this? [Edited-Readability]
When Quicken cannot match the shares being sold to a specific prior purchase lot, it asks you to verify a cost basis for each sell transaction one at a time. It would be more efficient to display a list of all transactions that need verification in a single dialog, and allow you to select Average Cost' or 'Lot…
My work with Quicken over the last month or two has been nothing but problems. Its balances and those of the bank are different, and discussion with the AI is not helpful. I have three Chase accounts, two savings and one checking. There were so many errors, I deleted the accounts and re-added them — and when I did that, no…
I contacted Imprint and told them to contact Quicken to establish a direct transaction download. They said they don't have any plans on doing that. They only have a CSV download, which is not a smooth way of importing transactions into Quicken. I think people who have Imprint Shell Card should contact Imprint and make them…
Hello, One step update stopped working for automatically updating credit card transactions at Navy Federal Credit Union, so I attempted a manual download. During this process, I receive the following error message: "Quicken is unable to perform the requested action due to an open dialog box." Then it asks: "Close the…
Could you please add the ability on scheduled reminders for bills, transfers and income to have the ability to set the frequency to "x amount of business days from the start or ending of the month. In my case, I have two reminders, both income that require either 4 business days from the end of the month and also 9…
I made the changes for Quicken to treat Fidelity money market FZDXX as a security which adjusts the current balance. Previously Quicken had deleted all my transaction history for this security. I would like to recover the transaction history so that my net worth history is accurate. I tried exporting all transactions for…
Using the investment option with custom, I see all accounts holding the specified securities. However, the specified securities that are not in an account are also shown (value = 0). Is there a way to 'hide' these? For example, say I have 50 accounts, and the specified securities is only in one of them, what I see is 49…
i have a subscription for Quicken desktop, can i switch to website based version in the middle of my subscription? Are there any instructions to do that?
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…
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…
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…
We are currently aware of an issue where Venmo balances are displaying with the incorrect sign (reversed/inverted) in Quicken for Mac. This is a known issue, and our team is actively working to resolve it as quickly as possible. At this time, we do not have an estimated timeframe for a fix. We will update this alert as…
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 &…
We have started rolling out Quicken Classic for Mac 9.1 into a stage 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…
The latest Quicken for Windows release R68.25 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…
One of our product designers is exploring ways to make it clearer when the account register isn’t sorted by date—and how that affects the transaction order. We specifically would like to discuss register sorting and are looking to talk to those who may have this issue, especially if you are newer to using Quicken. Your…
Great job to our most active members for this month!
