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The Community monthly newsletter where we discuss all the happenings of the month.
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@Quicken Kristina I am sure some of this will interest you. I updated to 8.3.0 tonight. MANY changes. Some very welcomed. I have already sent my comments and thoughts in to Quicken. But some may be helpful to mention here. I cannot Add Wells Fargo Visa as an eBill if Wells Checking is connected as DC. Would be VERY nice…
I received an update (Quicken Classic version R64.30 build 27.1.64.30) that allegedly fixes the Fidelity issues, but did absolutely nothing for my Fidelity HSA account. The previous "new method of connecting" made a disaster of the account, adding multiple money-market transactions & short-cover transactions (?), changing…
Using the Canadian version of Quicken R64.31 When in the budget and you have multiple bill reminders for the same month, the total in the actuals column is correct. But when you click on the amount and the yellow pop-up appears, the total at the bottom is incorrect. It is only showing the total of ONE of the bill reminders…
I can't get it to find any of my accounts. Totally useless.
Issue originally reported in January 2025 here: https://community.quicken.com/discussion/comment/20471461#Comment_20471461 This issue persists. I have been looking up current balance of cleared transactions on the Citi website and manually marking transactions as reconciled in Quicken. The register balance is correct.…
I am running the latest Quicken for Mac on my Mac Air. I transferred my data from Quicken Windows . I ran Q Windows for 20 plus years . On one of my Morgan Stanley accounts I have an annuity. I had in Q windows I would update the value weekly by adding or removing shares based on total value. When I use the auto update…
PNC bank did a major upgrade over the weekend, and now no transactions are coming into Quicken. I can see new transactions on the PNC site, but 0 transactions have been downloaded from PNC into Quicken since Friday. I've added a few manually, and they remain uncleared but show as no longer pending on pncbank.com. Using…
I am a new user to quicken. I use Classic for windows. I brought in my checking account and it now includes all transactions going back to April 2024. I dont need all of that information. I dont want to categorize all those transactions nor do I want to re-reconcile the bank account going back that far. I really want to…
After clearing a number of downloaded transactions, they show up as "c" in the register, but then the message above appears. The account is set to auto-reconcile, and has worked for a long time. Now I cannot reconcile this account (main checking).
There have been no updates for a month now. Fidelity HSA transactions still aren't working. Updates were working as recently as September 2025.
Problem: No category assigned to downloaded transactions containing dates in the Payee line. Every downloaded transaction from the same payee has a different payee text as far as Quicken is concerned. Have to manually add every category. Solution: Instead of using "Exact Match" (since that is never going to be true when…
in order to ease management of scheduled transactions
In the category of “Here we go again!”, I just got this email today. So look out!
I am apparently very far behind in updating Quicken (I'm on 62.16, and it says current version is 64.35. I tried to update, and I got an error message saying that quickenPatch.exe needs administrative priveledges. First of all, I do have administrative priviledges. Second, there is no prompt. Third, I found…
When I export a QXF file from Quicken Classic (windows) the file only includes the accounts with balances, no transaction details. How do I get the exported file to include transaction details?
Is anyone having repeated crashes in Windows 11 after starting up
This discussion was created from comments split from: Everbank connection issues again.
We are receiving reports that users are unable to connect to b1Bank. Mac users are seeing an OFX 2000 error, and Windows users see an Unknown error message. 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…
UPDATE 11/11/25: PNC has discovered a new issue on their end for some accounts. Please try deactivating and reactivating your accounts. If deactivating/reactivating does not resolve the issue, please contact Quicken Support directly so we can gather information from you.…
With Thanksgiving coming soon, it brings to mind traditional Thanksgiving foods. Given the choice, I prefer Pecan pie to Pumpkin. Both are good, but Pecan pie tends to be richer, which makes it feel more satisfying. I'd love to hear which you prefer!
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…
Mastering Tagging in Quicken (Mac & Windows) by: Janean Comfort Hello Quicken Community! It’s been a little while! But we are back and this month, we’ll dive into tagging strategies that work for both Quicken Classic for Windows and Quicken Classic for Mac users. We’ll also walk you through the steps of how to apply tags…
Hi everyone, We know some of you have been running into issues with your Fidelity accounts in Quicken. Thanks for your patience while we work through these. Below is the latest update on what’s happening, what’s fixed, and what you can do in the meantime. Fixed or Being Released Good news! Several issues are already fixed…
The latest Quicken for Windows release R64.19 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…
What’s one small change or habit you’ve picked up recently that’s made your day a little easier or better? I’ve recently started getting up earlier than I used to, and it’s made a surprisingly big difference. I feel like it opens up the day and gives me a head start, especially on things I used to feel rushed doing. Even…
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…
Fidelity Investments has made changes to the way it shares money market/cash transactional information with Quicken users on Mac and Windows. Quicken Windows users: Quicken Windows users may need to change the Money Market representation if they are not prompted. You can do this by clicking the Cash link in the account or…
UPDATED 11/10/25 PNC Bank -Direct Connect and PNC - Web Connect
Great job to our most active members for this month!
