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RESOLVED 6/2/26 Duplicate Transactions Suddenly Appearing for May
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Please consider adding the feature found in QFW that provides a detailed comparison of the portfolio shown in the brokerage account with that shown in Quicken. It saved me hours of work in the QFW product and I NEED it in the QFM version.
Please try again later. Care Code: uncategorized_error Details: UnCategorized Error: Connecting with partnerUid: fidelity_akoya_prod for intuitProperty: quicken, intuitUserId: 9130354681731106, intuitRealmId: 9130354681731156 on user authorization, error_code: Connection Issue I have tried different browsers, different…
I have accounts in both E*Trade and E*Trade Bank. Bank uses Quicken Connect the other goes direct. I also have MFA enabled. On or about the 3rd of August Quicken stopped being able to download transactions. When going through the reestablishment of the connection Quicken is able to identify my accounts and obtain the…
It would be great if the Investing view could also show Dividends and Capital Gains Distributions (Mutual Funds issue CG distributions at year end or twice yearly to all position owners). This "Dividend Yield" (Dividends + CG Distributions) is an important metric showing a positions "realized" gain in addition to the…
I'd like to have Fixed Income Report for this year, that includes all Projected Income Reminders as well. I'd like to get such report for after tax Investment accounts for Income related transactions and reminders including Interest, Dividends, Short and Long Gains, Distributions and etc related. My current issue that I…
Using Quicken Connect, correctly recording a treasury bill transaction could be simplified if the Sell Bonds transaction type allowed a split. As it is, two additional steps are needed to properly record a treasury bill. Here is the lifecycle today: Buy one T-bill for $950. Upon T-bill maturity, receive $1000 in Sell Bonds…
A report I have been using for years to track various 1099-R income streams reported much lower numbers this morning. I eventually found out that 2 of my 3 categories have been marked "hidden" (definitely not by me as I'm the only one who have access to this PC). Could have a recent update messed this up?
This discussion was created from comments split from: Balance going in the wrong direction.
Since a large number of dividends these days are qualified dividends, it would be nice if qualified dividend was an option within the Income (Div, Int, etc.) and Income Reinvested under Enter Transactions. Currently to enter a dividend as qualified, I have to change the download from my broker from Dividend to…
Previously I was always notified of a Quicken software update and asked to approve installation. I like to backup my files prior to any update. Lately, updates are starting once I open Quicken, with no ability to delay it. I've searched for a Preference to require approval. Is there one?
I've tried reinstalling quicken. The file is stored on a local drive. One Step Update freezes a few seconds after starting. I've also validated the quicken file.
… this is the response when attempting to sign in to reauthorize and/or add. {"code": 401, "message": "invalid_client", "debugMessage": "client not configured for FI", "request_id": "68bbccfbeaf14e6aa256430455d0aa75"}
I can no longer click on the Search box at the top of the register. Instead, the only way it works now is if I first click on the magnifying glass. I am running Quicken Classic Premier vR68.28 Build 27.1.68.28 on Windows 11. Thanks.
Since, July 8 no transactions from Huntington have downloaded. I've reset, deactivated, reactivated with to change. Please help.
So, I have IRAs, and I have investments in my brokerage accounts. But I also invest in real estate, whereby funds I provide are pooled together with other investors to private equity firms, and the funds are used to purchase real estate (apartment complexes). Improvements are made over a set number of years (5-7 years),…
My Quicken on the Web account and Qujicken Classsic desktop do not synchronize correctly. How do I fix it?
Some customers may be experiencing issues updating their bank accounts and may receive an error message. We apologize for the inconvenience. Our engineering teams are actively investigating the issue and working to restore service as quickly as possible. You can also find this alert on the Quicken Support…
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…
We are receiving reports of customers at Randolph Brooks FCU experiencing missing transactions when updating their accounts. his 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…
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…
We are aware of an issue with how Fidelity money market funds are represented in Quicken for Mac. Fidelity sends the money market security in the API (previously through OFX) as both a security holding and in the cash balance for the core money market. For example: SPAXX — you own $100,000 as 100,000 shares. Fidelity sends…
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…
PNC Bank is acquiring First Bank of Denver, CO. As part of this transition, customer accounts will be migrated to PNC, and existing First Bank connections in Quicken will no longer work. Key Dates June 18, 2026 FirstBank of Denver CO connections will be disconnected. Transaction downloads from FirstBank will stop. Intuit…
I am a night owl without a doubt. I love spending summer nights under the stars. It's one of my favorite things to do. The quiet peace, the fresh air, and the endlessly captivating wonder of the night sky make it my ultimate happy place. ✨🌙 What about you?
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…
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…
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