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The Community monthly newsletter where we discuss all the happenings of the month.
For whatever reason, I'm missing about a month's worth of transactions (roughly all of September) for one of my credit card accounts and Account Reset does not pull them down. After a few attempts, I tried a manual download to a QFX file, but that created a new "Credit Card at Chase" account. I found instructions to use…
I receive funds in advance for items that I purchase for use in the club. I deposit these funds into my checking account as well as into an account I have named for the club. When I shop for the items needed, it is usually paid for by my credit card. I then pay this bill with funds from my checking account. What would be…
We are unable to update this account due to unknow error. For more information see this FAQ and check quicken.com/support Login using the bank web interface work properly. This has been an intermittent problem over the years, it's about time for a reliable fix and not having to play will it work today?
QM 9.2.2 and macOS 27.2 Bills & Income/Projected Balances Anybody seeing this? Graph not visible and can't be pulled down with the grabber to view, and there is no Show Graph option in upper right like there is on regular Investment Portfolio views. Looking deeper, even on regular investment views, if you roll up the graph…
Am I the only one having trouble with Bank of America's credit card bills not updating in Bills & Income? It consistently states "Awaiting next bill" even though the statement was available since mid-last week. When I unlink the bill from the account, then the bill reappears in the list and states there is a credit (i.e. a…
I'm having a reproducible problem with a downloaded transaction that Quicken refuses to rename. Downloaded Payee: DIRECT DEBIT SPOTSYLVANIA WATER Renaming Rule: If payee contains: SPOTSYLVANIA WATER Rename to: Spotsylvania Water Actual result: The Downloaded Transactions queue displays Direct Debit Spotsylvania Water,…
Under "Bills, Income, & Transfers", all my credit cards are listed as "Awaiting next bill". But I have bills for all my credit cards. I deleted all online billers and then reconnected them. I ran "Review and Repair: I am curious what this screen is supposed to look like. In the current form, it's useless.
When I go to enter a new line on a split transaction, I discover that Quicken has changed the amount on one of the prior lines. Quicken adds a debit on a new line that is not attributed to any payee or account to keep the transaction total consistent. I am forced to continually check for the changed transaction and then…
On Windows 11, I tried to set up online services for Primis Bank, and when I click Online Services and select Set Up Now, it freezes like it has opened an invisible window, and I can't click on the actual account. I have to use Task Manager. There is no other window open I hover over the Q in the task bar and there is no…
I JUST was forced to update my Quicken Classic Deluxe (went to run it and was immediately prompted to let Quicken update my version). R69.26 build 27.1.69.26 I then did an OSU. Got a message CC-800 about my Ally accounts. OK, I click my Ally Checking account, then click the little gear icon and do Update Now. Instead of…
This discussion was created from comments split from: America First Credit Union NEW UPDATE 8/19/2026.
For several reasons that would require a doctoral defense essay to explain, I had to deactivate online services on my PennyMac account in Quicken. Mostly, it was about Quicken's prompt for the 2FA text message code being out of sync with PennyMac sending the code. Nightmare. Anywho… I selected Tools > Add Account in order…
Has there been any update on the downloading of mutual fund prices?
So my Ally Bank accounts (Quicken says they are using EWC; it doesn't mention EWC+ at least in the Edit → Account Details). I changed my password yesterday on Ally's side. (stronger password). I can log in via web/app just fine with the new password. Quicken OSU today failed for Ally (as it should), and it asked me if I'd…
I need to either correct a category accidentally set up as "income" or set up a new one to correct it.
My wife and I keep our finances separate. However, we maintain a joint checking account from which we pay for shared expenses. We each contribute equally to this account. I’m trying to figure out the best way to track this shared asset and shared expenses in Quicken. Here’s my approach: I’ve created a bank account called…
When I add a new file, which I have done nearly every year since 1995, it makes my file sync with the cloud, causing me to lose transactions. Please, can you please, please, please remove this auto sync when an account is created? It is making my life miserable. Each fall I need to create a new file just like I did in 1995…
I had to change a password at a bank and can't find where to change the password. When I set up the account, it said I didn't need to use the vault. Thanks [Edited - Readability]
We are aware of an issue affecting Quicken Classic users where transactions may be missing from Nuvision Credit Union accounts. The issue has been escalated to our internal team for further investigation. We don’t have an estimated timeframe for a resolution yet, but we’ll share updates as soon as more information becomes…
We are aware that some Pelican Credit Union users are experiencing FDP-2505 and CC-501 errors in Quicken for Windows and Mac. During the authentication process, users may also be redirected to a webpage displaying the following message: “Site not found. Looks like you followed a broken link or entered a URL that doesn’t…
We’re aware that some users are experiencing connectivity errors in Quicken for Windows and Mac: Quicken Mac: FDP-102 and FDP-103 Quicken Windows: CC-502 and CC-503 We've escalated this issue internally, and our team is actively investigating. We don’t have an estimated resolution date yet. To receive notifications when…
We are seeing users who connect their Pentagon Federal Credit Union accounts get an FDP-350 error daily in Quicken Windows. Users are able to verify authorization, but the error comes back seemingly every day. The issue has been escalated to our internal team for further investigation. We don’t have an estimated timeframe…
We are aware that customers using Quicken Classic for Windows and Mac are experiencing FDP-101 errors and missing transactions when connecting to TD Canada Trust. Our team is actively working toward a resolution. At this time, we do not have an estimated timeframe for a fix, but we will continue to share updates as new…
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 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…
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 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…
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…
Great job to our most active members for this month!
