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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…
Ok I had this set up a few months back working in terms of downloading transactions to Quicken. I see that Quicken quit downloading transactions. I found that issue, and it was on IBKR; you have to update the token for 3rd-party reporting. But by the time I figured it out, I had already disabled the Quicken download, and…
For those who work with more than ONE data file……? Please prepare an 'upgrade' to include the opportunity to back up multiple data files on different day parts…… That amazon auto-categorize is USELESS!
I have been a user of Quicken with Fidelity Brokerage since Quicken began and it worked smoothly. Beginning about a year ago Quicken has become more and more opaque/unstable and unusable. I have been told by Quicken that I cannot have all the check writing features because Fidellity Brokerage is not a "checking account".…
It seems like none of my accounts are updating. I had to reauthorize credit cards, checking, and brokerage accounts, and I'm still struggling to get my Wells Fargo checking and brokerage accounts to download again. What's up, Quicken? For a premium subscription service, this is not acceptable. I have changed nothing.…
I am using Version 9.2.0 (Build 902.61767.100) on macOS 26.6.2. After a recent Quicken update, I can no longer connect to BMO. No error message per se, just a response asking me if I typed my login ID and password directly. Have tried every single BMO variant offered, but no joy. I am able to log in to BMO via IE/Chrome…
My RRCU checking and savings accounts are downloading, but my Visa credit card had stopped downloading in the last few days with a CC-506 error that said the account didn't exist. I tried to 'reset' the account, but then Quicken said the account didn't exist at my institution. I disconnected all 3 accounts, restarted…
This is a fairly new feature of the forum that's turned on by default. I've turned it off, I don't want AI analyzing and tracking my sentiments for any reason. Call me an old grump, that's fine.
I enter a paycheck with income and deductions as negative entries… the last few days, when I enter deductions, the program changes it by a few cents and does not stay as the right # even after changing. Ex: I enter $35.00, and it changes to $35.01
It is possible to unintentionally start a "faulty" Find and Replace, which once started, will continue scanning the file for tens of thousands of entries. A person has to wait a long period of time for such a faulty Find and Replace to terminate. Can you please provide a method of aborting a Find and Replace operation?…
We have 3 checking accounts with TD Bank. Transactions for all accounts have downloaded smoothly for 3 years. In September, one account only showed the previous 2 months' transactions, with the bottom transaction line reading "Live Opening Balance" under PAYEE. "Adjustment" under CATEGORY and the actual account balance at…
Some people are the funniest, some are the smartest in the room, and others are somewhere in the middle. I would rather be the funniest in the room. I enjoy making people laugh and smile. What about you? Would you rather be the funniest, the smartest, or somewhere in between in the room?
Sometime in the last couple months I have lost the ability to email invoices. Not sure why this happened. I get a notice to make sure PDF driver is downloaded. I can't figure out how to do this.
Has anyone developed problems reconciling in Quicken where it is not pulling up deposits marked as cleared? Also, 5/3 Bank downloads appear not to include deposits to accounts. [Edited - Readability]
All 3 institutions failed to download today using either one-step update or separately. In another Quicken file, no problem with same institutions.
Add support for online connection to European banks through saltedge, for example
Quicken is throwing a CC509 code when trying to access my Verizon Visa account with Synchrony Bank. I have no issues logging on to the Synchrony website…and have done so twice this morning to change my password per Quicken's instructions. To no avail…just more CC509 codes. The account is deactivated in Quicken (because I…
Hi, My apologies for not responding to a request for additional information from my original post/question on 9/16/26. I promise to check back and engage this time. My original question was: Does anyone have trouble with disappearing renaming rules? It's random, but individual renaming rules just disappear - poof. One or…
The update summary under Fidelity Investments says "6 accounts updated, 0 new transactions, 11/1/26 11:44am". This has been happening for months, so I have gone to the Fidelity site and entered all of the transactions into Quicken manually. I have deactivated and reset the accounts many times, including reauthorizing…
We are seeing Quicken Windows users who are experiencing freezing when trying to connect their accounts using the "Set Up Now" button in Account Details. The loading indicator continues spinning indefinitely, and Quicken becomes unresponsive. If users try to cancel the process, Quicken freezes. This behavior is only…
Customers report being unable to connect existing RBC Royal Bank accounts via Express Web Connect on Quicken Canada Starter. During the add account flow, no explicit error is shown, but Quicken only provides the option to create an offline account instead of linking the accounts. The issue has been escalated to our…
We are seeing customers experiencing FDP-106/CC-506 when trying to connect their account with First National Bank of Omaha CC & FNBO Direct in Quicken for Windows and Mac. The issue has been escalated internally. We don’t have an estimated timeframe for a resolution yet, but we’ll share updates as soon as more information…
Customers attempting to connect or update their Desert Financial Credit Union accounts are receiving FDP-181 / CC-581. The financial institution is permanently blocking the current Intuit aggregation connection, preventing customers from successfully connecting or updating their accounts. Quicken has plans to transition…
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’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…
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 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…
Great job to our most active members for this month!
