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I have long wished for a hot key to move focus into the global search box at the top right of the window. Because running a search involves typing, the process would be smoother without having to use the mouse. If there is any text in the search box, it should be selected so that the next key stroke will delete it.
Quicken Classic Premier for Windows 11, Desktop subscription Version R65.29, Build 27.1.65.29 I have two AMEX accounts that are both connected to Amex using DirectWebConnect+. Only one of these accounts is experiencing this issue, which started about 3 weeks ago (Dec 25). Both accounts download transactions. With one…
HI THERE I have a capital one savings account and several capital one credit cards. They have different logilns but I just updated one and tried to update the cards and it kept logging me in to the savings acct versus the credit card account. I have tried to disconnect and start again and it keeps logging me into the wrong…
When looking at my investing page with the "accounts" column on the left, the total of 1 account is less than the market value total on the investing page on the right. I can't find any error in the register to account for the difference. The market value total is the correct amount. How can I fix this and get the numbers…
I have Quicken Classic /Windows Recently been having a multitude of issues and went back to a backup file that was a month or 2 old and everything seems to be working except I have 1 security in my account that the price has not updated since 1/9/26. I don't know if it matters, but I guess you would call it a "private"…
R65.17, Build 27.1.65.17 I have 6 different banking and financial accounts that have transactions (44 transactions in all) that have been downloaded to Quicken. The red flag for the new transactions is showing up next to each account and the transactions are showing up under Tools | Online Center, but the transactions will…
I have Quicken Classic for Windows R65.29 and I have a question about an Unassigned stock transaction. I download my Schwab/ThinkorSwim transactions every week in Quicken. As I have at least 10 stock transactions I manually assign the SELLs to the appropriate BUYs using the “specify lot” function. It works fine. I recently…
This discussion was created from comments split from: No downloads in a week... .
Hi, I just ran a Net Worth Report and noticed that zero balanced investment accounts are showing up with large negative balances. I went back to an Excel file data dump on June 15, 2025 and the account balances correctly showed as zero. I've seen some posts on this subject, but they are now closed. I am running Canadian…
I just learned that Bank of America will not allow us to download OFX files anymore. I read all of the troubleshooting articles on the Quicken Support page and I still cannot find a solution for my three Bank of America accounts. It's frustrating because all of my other bank accounts, i.e., Chase, American Express,…
I closed one Traditional IRA (Acct A) and opened another Trad IRA (Acct B) as its replacement for a different management strategy. The transfer between accounts worked easily and effectively for stocks and mutual funds. But I also need to transfer Cash position from A to B. That’s where an effective approach to enter these…
TL;DR In Quicken Windows with U.S. Bank (Express Web Connect+), pending transactions only display when the Quicken account name exactly matches the name that was auto-populated by Quicken when the account was originally added. Any deviation (capitalization, spacing, missing masked digits) prevents pending transactions from…
I ran Validate and Repair (validate file option) simply because I had not run it in a very long time and I got a few errors about a category named ACCT_14a4. However the log file also said everything was corrected and no mention of deleting anything. I then ran Validate and Repair (validate file option) again and got a…
In October 2025 updating ZSP stopped but eventually it was fixed by Quicken. After updating without issue for the last several months, once again it is not updating. All my other stocks and EFT's are updating without issue. When I called Quicken support they gave me two alternatives, one of which took more time than I had…
I removed all of my credit cards and added them back when Quicken did their upgrade. All of the transactions show up, but the bills never do. Instead of being able to click and pay the bill, I have to go online an to my credit card accounts to get the amount due and enter it manually. Thoughts?
This discussion has been merged.
When getting a report like Itemized Categories or Net Worth, instead of going to ALL Dates, go to Last year or current year, not all the way to the beginning of Quicken usage. The report would generate much faster. I would think most users are trying to get information for the current year or for last year for tax…
Discover will begin its migration to a new API platform starting on 01/15/26. This will affect users in waves, meaning not all users of Discover will be affected at once. The affected Discover instances are: 9625 - Discover Card Account Center 7101 - Discover Card 12610 - Discover Bank To be notified of updates as they…
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 are currently seeing an issue with Venmo returning a FDP-102 in Quicken for Mac or CC-502 in Quicken for Windows. Our teams are actively working to identify a fix. We appreciate your patience and will provide updates as more information becomes available but at this time we do not have an ETA. To be notified of updates…
We’re currently investigating an issue in Quicken Windows where weekly paycheck reminders may be changed to $0 after running a One Step Update. This issue affects paycheck reminders that include splits or multiple deposits. When this occurs, it can impact paycheck reminders across all accounts, and validating the file does…
We are aware of an issue where some users with auto-renewal enabled were double- or triple-charged. This occurred on 1/7/26. If you were affected by this, rest assured that our teams are already working on refunding these charges. This is a known issue and has been escalated internally; no ETA is available at this time. To…
Welcoming January and the New Year! This is your sign to pause and be kind 💬 Drop one positive word or affirmation for the next person who reads this 👇 Here's mine: You are doing better than you think, and that is enough!
We are receiving reports that customers attempting to connect to or update American Express accounts in Quicken for Mac or Quicken for Windows are encountering an FDP-105/CC-505 error. 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…
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…
Hello Everyone, Quicken Support will be closed on Thursday, January 1, 2026, in observance of New Year's Day. As a reminder, all banking institutions will be closed on New Year's Day which will cause transactions and stock quote updates to be delayed by 24 - 48 hrs. We appreciate your patience and wish you all a safe and…
The latest Quicken for Windows release R65.15 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…
UPDATED 11/10/25 PNC Bank -Direct Connect and PNC - Web Connect
Great job to our most active members for this month!
