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I've deactivated and reactivates AND tried downloading .qfx files from the credit card site and importing them. NOTHING IS WORKING> I'm entering transactions one by one manually. What happened?
Well, well, well. The only thing I could find on this forum indicates that not only can you NOT migrate the reports, you should be ashamed for even asking the question. IF you people offer products on multiple operating systems I don't think it's too much to ask that such a basic function as REPORTING ought to be…
Are these being discontinued. Slowly it seems, they stop downloading monthly and I prefer the pdf here to the billers site. I keep paper if not in Quicken. So the lates is T-mobile. I have not seena pdf in either Windows or Mac since Dec 12/30. Anyone else? Hulu? Chase? Citi? Wells Fargo? Adobe Creative Cloud? I'm still…
Has there been any progress figuring out how to re-enable the downloading of Tower Federal Credit Union credit card transactions? As detailed in this closed thread, the Quicken back-end offers 2 named institutions associated to towerfcu.org that permit downloading of transactions. One is listed as "Tower Federal Credit…
I am receiving the following error; When trying to Reauthorize the following accounts even though I can sign into the the account as usual:
I cannot get Schwab to download transactions from my investment accounts. I have removed Quicken from my "linked apps and websites" on Schwab's site and then tried to reconnect. I have deleted my web data. I have tried making a brand new Quicken file and adding a Schwab account. Nothing works. I get the same error every…
I am still getting, "Sign in to Citi Cards bank failed. Try again." Is there anything I can do?
Now that automatically importing transactions from Target Red Card no longer works, I'm trying to import via OFX, QFX, or CSV. Looks like that doesn't work either, I'm getting the following error for OFX and QFX: Quicken is unable to update this account because Web Connect support for your financial institution has been…
In February, I sold all shares in one security and then a few days later bought shares in another that I have never held before. I did this in two accounts at Schwab. The sold shares were removed. The new security was never added in either account. I just discovered the were missing today. I use Quicken's Simple Investing…
Out of the blue, today (March 25) my SEI accounts stopped downloading balances and transactions into Quicken. Even through the SEI website transition, I've never had a problem. Anyone have any thoughts?
I am using Quicken Classic 8.1.1 on an iMac, os 15.3.2. About a week ago downloads for bank accounts and credit cards stopped working. My last downloads were on March 18. When I activate a download, the "little wheel" spins and spins for three or four minutes and then stops. nothing received. This is in addition to the…
I have struggled for a very long time with extra categories being added to my budget under planning, and the corresponding budget report. I called Qucken support asking for help. The agent was not helpful. I asked him to share my screen. Still not helpful. He emailed me a link which explained thatbi need to understand why…
At the end of last year I noticed that 2 of my 3 accounts had not downloaded transaction since the end of November. I deactivated and reactivated my online Direct Connect which did nothing. I had to manually enter the transactions. Since then downloads have been sporadic if at all. I worked with a Quicken agent who had my…
I recently switched from Quicken for Windows to Quicken for Mac. For all the flexibility of the Mac report engine, I can't figure out how to create a single month transaction report without redundant columns. The built-in "Transactions by Tag" or "Transactions by Month" are very close. But they group the transactions by…
The CAGR calculation seems to be wrong. I import the Lifetime Overview from 1/1/2013 to TODAY and then use an excel formula as a cross check. The formula I'm using is: =POWER(ENDING VALUE/BEGINNING VALUE,1/(YEARFRAC(ENDINGDATE,BEGINNINGDATE,3)))-1. The difference is pretty significant 10.13% vs 13.34%. Am I missing…
The error message for both says that Quicken "is aware of the problem and is working on it". It has been ongoing for over 5 days now and I would have expected an update from support under "known problems and issues, yada yada yada" Thanks.
This discussion has been merged.
We are currently seeing an issue with Target National Bank returning a CC-501 error in Quicken for Windows. Quicken for Mac users are seeing: “We were unable to identify any accounts to add. This could be because there aren't any accounts associated with this login or because your accounts aren't supported by Quicken at…
Hello Everyone and welcome to the fabulous month of March! For this month's icebreaker, I thought that we could get the conversation going with some warm weather talk! What is the first sign of spring you notice each year? For me, everything just seems a bit brighter and more vibrant! I also notice the birds are chirping…
We’re currently investigating a known connection issue with Bowater Employees Credit Union. This affects both Quicken Classic for Windows with error CC-502 and Mac users with error FDP-102. Our service provider is working to resolve the problem although we do not have an ETA for resolution. To be notified of updates as…
Quicken has partnered with Citibank to update the connection method for several Citibank retail credit cards. This update will occur over the next two weeks, and you will be notified if you need to take any action to update the connection type for these cards. Here is a full list of the retail Citibank cards: Sunoco…
Users that are trying to connect accounts from Mission Federal Credit Union are getting a CC-502 error for both Quicken Classic for Windows and Mac. 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 ribbon located in…
The balances and transaction signs for my Checking, Savings, and Credit Card accounts at Coastal Federal Credit Union display incorrectly. However, the value of the balance will be correct in Quicken Classic: Checking Account: The balance is showing as negative when it should be positive. Transactions are incorrectly…
After accepting all the transactions from Compare to Register (C2R) into the register, the red flag does not go away. It continues to remain. 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 ribbon located in the…
The latest Quicken for Windows Canada release R61.23 is now available to all Quicken Canada customers. IMPORTANT: 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 cloud.…
We are receiving reports of customers getting an FDP-101 error when trying to connect to UNIFY Financial Credit Union in Quicken Classic for Mac and a "Sorry. It's not your fault," 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…
The latest Quicken for Windows release R61.16 is now being made available in staged release to a limited amount 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 cloud.…
NEW 3/13/25 Target National Bank - FDP-102 / CC-502
Great job to our most active members for this month!