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The Community monthly newsletter where we discuss all the happenings of the month.
NEW! 5/12/26 Capital Group - American Funds - OFX-16503
I've been using Quicken for decades. Recently Quicken said it needed to update connectivity on our Bank of America accounts - two credit cards and a joint checking account. I was surprised, since they were already on EWC+; however, I reauthorized them. The credit cards are working properly. The checking account historical…
Can one of the awesome Quicken engineers add add Coinbase One Card support to quicken desktop as a financial institution to direct connect and download credit card transactions. Keep in mind this difference for the traditional Coinbase link that already exists Based on Coinbase One's help site - they have mentioned they…
When I run one step update it is not updating with the latest transactions. This is happening with different banks and financial institutions. The update runs to completion but when I look at the accounts, I am not seeing any new transactions. Fidelity Investments is not updating the accounts I have with them on quicken.…
I have 4 loans, 2 auto and 2 home loans. Why are the auto loans showing a negative balance, which I expect, and the home loans showing a positive balance, which is incorrect, but the amount is correct? FWIW, previous s/w versions did not display this issue
I've long wanted to add a Memo column to the investment account register, however, I recognize that other users may have similar needs, but with other columns as they may want to hide or add columns that suit their personal needs.
I would really like to see a list of all issues I've submitted via Help > Report a problem. Probably putting this under "My Account" makes sense. Even better would be if each item also had a ticket number and indication of whether Quicken Support considers the issue resolved.
I am using Quicken Classic Deluxe Canada on a mac, I have some US$ bank accounts to pay bills in the states that are in Quicken. I have the transactions included in my budget in ballpark CDN equivalent, but am disappointed to see that the budget does not show any $ in either currency being spent, just zeros. Surely quicken…
I use the above report, and previously had been able to subtotal the report by Account. Apparently the latest QB release does not allow this - see the latest 'Customize' dialog box attached. Dropping back to a previous release of QB, there is an option to 'Switch back to old interface' within the customize report dialog…
I am getting requests from Quicken to reauthorize my bank accounts. I go through the process, the bank says it is approved but it is not taking affect in Quicken. It is clearly failing in Quicken. How do it fix this.
My connection to American Express has been broken for a week. I have reported the error to Quicken as instructed [Removed - Speculation]. I have re-connected the account many times and Quicken is able to connect to Amex, authorize, and even show the accounts I have, but can't connect to download them.
Isn't there supposed to be a better way of adding Synchrony Bank serviced credit cards for transaction downloads? When trying to add it to Quicken online services, it asks for a Synchrony login. Do you really need to have a Synchrony account in order to add a retailer credit card, just to download transactions? Has anyone…
I tested this in R67.7 with a test datafile and the problem still exists as it does in R66.23. Quicken is incorrectly showing all Fidelity securities as (Cash Balance) in the Online Center. It is incorrectly listing all the securities as Account Type = Cash. This actual cash balance is treated correctly in the account…
When trying to add my account to mobile and web I always get an error CC-601. Anyone else have this problem? I have reported the problem to Quicken, but never receive a response.
My credit card entries are in ascending order by date. Recently, whenever I try to add an entry it goes to the top. For example…the dates are ascending from March 2 to May 7, 2026. When I attempt to enter May 14, 2026 , the entry goes above March 2 instead of below May 7. I have tried toggling the the Ascending/Descending…
We are receiving reports that users of Farm Credit Services of America are currently unable to connect their accounts. This results in an "unexpected error occurred" message in Quicken Classic for Mac, and a CC-501 error in Quicken Windows. This has been escalated internally, though we do not have an ETA at this time. To…
We have been made aware that customers using Capital Group - American Funds are getting an OFX 16503 error when trying to connect or update accounts. This is impacting Windows and Mac. This error may also show as an OL-383-A, OL-383-B, or OL-292-B This has been escalated internally, though we do not have an ETA at this…
Multiple financial institutions are returning OL-292-B (Direct Connect) in Windows and Error 16503 in Mac, including but not limited to: Capital Group – American Funds Lincoln Financial 401(k) JPMorgan Janus Columbia Threadneedle Invesco DSW Investments Allspring Global Investments This has been escalated internally,…
As we welcome the month of May, we'd like ask you— What’s a completely normal thing your brain just refuses to do correctly? For me: the second I set something down (anything), it immediately stops existing. Cue me looking for it 2 seconds later like it vanished into another dimension. How about you? Be honest… we all have…
We have received confirmation that Human Interest is no longer supporting third-party aggregation. As a result, it will be removed from all Quicken products. If you are currently connected to Human Interest, please make your accounts manual so they are no longer connected to the bank. Follow the Deactivation instructions…
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…
We have started rolling out Quicken Classic for Mac 8.4 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 Please take a moment to review the summary and try the new features in the…
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 have started rolling out Quicken Classic for Mac 8.3 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 Please take a moment to review the summary and try the new features in the…
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