Discover tips, workflows and community insights to help you master Quicken at its best.
Select a category to get started.
All Quicken Classic categories will be listed here.
If there's an ongoing issue with Quicken Classic, we'll post it here.
Thinking about buying Quicken? Ask us your questions!
Need help using the community? Ask us here!
RESOLVED 8/5/26 American Express - CP_ACCOUNT_NOT_FOUND, and CC-800
Join us in The Water Cooler!
Here you'll find announcements about our products.
Have an idea about Quicken? Add it here!
Everything you need to know about Quicken Classic for Windows.
Everything you need to know about Quicken Classic for Mac.
Everything you need to know about Quicken Mobile.
Everything you need to know about Quicken on the Web
Come here to discuss anything and everything about organizing your essential documents.
The Community monthly newsletter where we discuss all the happenings of the month.
Tangerine, is it just me, or it's the return of the non-working download CC-503 FDP-103? MacOS 27 [Edited - Readability]
This discussion was created from comments split from: Portfolio Xray issue.
The CC-501 issue with Fidelity has been going on for about a month now. The last update was around 9/23, and there's still no fix. What's going on with this?
Portfolio X-ray stopped including my SPDR ETFs. Anyone having this issue? Or know how to resolve? Thanks
This discussion was created from comments split from: CIT Bank not working as of 20260819. Error FDP-101. Cannot Connect.
I have Quicken Classic Deluxe for Windows and First Hawaiian Bank. I have been receiving CC-501 for over a week. Other financial institutions work normally. Please check the First Hawaiian Bank connection/aggregator logs and escalate this if necessary.
On Aug 16, 2026 I had 3 transaction, 1 downloaded, 1 is now posting (08/19), and the third one is showing as having been download from BOA but it did not in the APP it showed in in the downloaded transaction block and disappeared like it was suppose to but did not update the transaction and when I checked Quicken Online,…
I have one current Quicken Capital One Venture credit card account. I am WAY behind on "accepting" transactions, and it no longer downloads new transactions. I eventually plan to address that! But for now, I want to set up a fresh Quicken account for the SAME credit card that will accept my new transactions (say, starting…
Hi Quicken Team - I am getting a CC-501 error when I try to download transactions from Fidelity. I see that this was noted as a "known issue" on Sept 9 (and assigned ticket #12585994/ CTP-18268) and escalated to Quicken's internal team for investigation. Now that nearly a month has elapsed, are you able to share a…
If I use—"transfer shares between accounts" how do I treat cash dividends and interest posted to the account being closed? I'm closing a brokerage account at Vanguard and the funds will go into my existing brokerage at Fidelity.
I have been using Quicken for 20+ years. This is the first time I have seen anything like this. I enter an amount for a split entry and tab to the next field and the value I just entered gets changed. Sometimes by pennies, sometimes by more. When I verify all the values I have entered and then click on Adjust to ensure the…
I'd like to be able to work on my laptop when I travel and be able to sync between my desktop and my laptop to make sure the one I am using has the most current file. How do I do that?
Quicken classic Premier R69.53, build 27.1.69.53, on Windows 11 with all current updates Target monthly statement just published. My Quicken has been completely unable to download from Target for over a year, but I'm able to use the website to download Quicken transaction files, which can be applied into Quicken after I…
Out of the blue, my check register has switched my withdrawals and deposits, ie., my deposits are now in the negative, and my payments out are now in the negative. This happened overnight and includes everything on the check register. How do I get them back to their correct determinations?
This discussion was created from comments split from: CIT Transaction Download Errors.
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 are investigating an issue in Quicken Windows where duplicate pending transactions may appear in the register after performing One Step Update. The issue has been observed with Chase and Citibank accounts using Express Web Connect Plus (EWC+). Pending transactions that should appear once may instead appear as duplicate…
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 are aware of users getting errors when logging into Treasury Direct. This is due to the new ID.me login process. In Quicken Windows, this shows as CC-501, and in Quicken Mac, it shows as FDP-101. We've escalated the issue to our internal team for further investigation. We don’t have an estimated resolution time yet, but…
We are seeing a trend of users receiving errors when trying to connect their Edward Jones accounts with Direct Connect. In Quicken Windows, users are seeing an OL-332-A Error, and in Quicken Mac, it's a 15500 Error. The issue has been escalated to our internal team for further investigation. At this time, we don’t have an…
We’re currently investigating an issue affecting KEMBA Financial CU customers using EWC+. During account reactivation, customers may successfully sign in to KEMBA Financial CU through the OAuth flow. However, instead of seeing the expected authorization or confirmation screen to grant Quicken access, they may be redirected…
We’re currently investigating an issue affecting Police and Fire FCU. Customers may encounter an FDP-102 error or a customer-facing CC-502 error when attempting to connect or update their accounts. The issue has been escalated to our internal team for further investigation. At this time, we don’t have an estimated time for…
We’re aware of an issue preventing customers from setting up the Amazon Retail Purchase Categorization feature in Quicken for Windows. Our team is actively working on a fix, which is planned for release in R69.SR. We don’t have a release date available at this time, but we’ll provide updates as more information becomes…
We are getting reports that customers who are trying to connect accounts from LPL Financial in Quicken for Windows or Quicken for Mac are getting a CC-502/FDP-102 error. This issue has been escalated to our internal team for further investigation. We don’t have an ETA for a resolution yet, but we’ll share updates as soon…
This issue is impacting Quicken Windows users in R68.25 and newer, who also have the setting "Automatically add to banking registers" turned off (unchecked) from the Preferences>Downloaded transactions menu. This is also referred to as the "Downloaded Transactions section", "Unaccepted Transactions", or C2R…
Great job to our most active members for this month!
