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Another member asked this same question in August and it is marked as Closed, but no comments or resolution were recorded. Black Hills Energy is the only online biller I have with this issue. The statement downloaded is current and correct but neither the amount or due date is modified properly (both blank). Quicken…
I have not been able to download transactions. I have 4 accounts there. I have tried: 1) Resetting all 4. 2) Deactivating all 4, then setting up again as both Bank of America-Quicken and then again back to Bank of America-All Other State, where it has always been. As you can see from the attached (from initial download &…
In the past the transactions display on the account has been available to see the detail transactions for the entire account. Now only Dashboard & Portfolio are available. It works fine for my other brokerage account at a different brokerage house. Any suggestions on what I should do to correct this problem? Thanks.
I have been struggling for the past 10 days on Quicken's failure to download transactions from Schwab. I have talked extensively with both Schwab and Quicken. Yesterday while on the phone with Quicken, we got one missing Schwab account to transfer transactions. This morning 3 Schwab accounts that had previously…
About 3 weeks ago (mid Nov?), UFCU rolled out there shiny new mobile web and phone app. I had to create a new account for the new system. I did that, got the new mobile app, and the website and mobile app are working. I've tried to get quicken to connect and sync, and no dice. UFCU shows up in the list of institutions, but…
I would like to update but I don't want a monthly fee, just buy the program and be done. Is that possible?
After Quicken updated itself this morning (I try to avoid these updates because it creates issues like this), it opens briefly, never loads the data file, and then shuts down. I've downloaded the latest version from Quicken's site and installed but get the same result. Anyone else have similar issues? Suggestions on a fix…
From Fidelity (printed on their monthly statement): "In an effort to streamline and enhance statement viewability, we're removing the Core Account Cash Flow table from statements beginning in October 2023. 1106074.1.0" This means that the monthly hard copy statement from Fidelity no longer includes the account's 'prior…
The system has changed most of the categories I entered for each transaction in 2022 to [CREDIT CARD 5293]. How do I run a Category Report for 2022 with the categories I originally entered? Quicken is useless to me if I cannot do this without individually changing each renaming rule for each payee.
I am trying to create a new report with a custom date range from 11/1/2023 to 1/31/2024. Every time I go back to the report the Custom dates range has changed to 1/1/2023 to 12/5/2023. The Custom Dates feature used to work just fine and I just noticed it not working today, 12/5/2023. In fact all of my previous reports that…
since the last update to quicken mac. i am freezing up when i start to enter items. have exit the app and restart it to finish entry. any ideas would be helpful. thank you.
Hi, I'm trying to re-install Quicken for Mac on a new computer but I can't get my hands on an install file. I have a subscription and after logging in and navigating to the various products I'm faced with a Renew subscription. Presumable that'll force me to pay again and I've only just renewed recently. All I want is the…
Today's email gave Wells Fargo users until later this month to reconnect to Wells Fargo. This hasn't been working for me for YEARS (pushed 6 separate files from WF to Q rather than having Q pull all at once) so was delighted when it worked! EXCEPT the beginning 2013 balances of two of my six accounts are completely wrong.…
Version 7.3.2 (Build 703.50456.100) I am brand new to using this software. I am trying to get set up and I cannot find preferences anywhere. I am not very familiar yet so I'm not sure what to try. Any guidance is so appreciated. Getting frustrated.
Currently my connection with WF is Direct Connect except for my Mortgage which is Quicken Connect. I cannot change it to Direct Connect. I did an update login which took me to WF where I received a authorization code and continued the process and eventually was reconnected to WF. However, the connection was automatically…
I've just started to get this splash screen when I open Quicken Classic for Mac, attached. It is annoying. Can somebody tell me how I can I get rid of it please? Thanks, QuickPeter EDIT: email address redacted for privacy
I have been a Quicken (now classic) on PC user for years. I recently was trying out Simplifi web&app and Classic web. Somehow, and to my dismay, I have discovered that after a cloud sync, some transactions that have split categories (not this quarter but then the previous 4 quarters) have had all split allocations stripped…
When trying to connect and update accounts for Union Square Credit Union, customers are getting an FDP-163 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 click the bookmark ribbon located in the upper right. If you do not see…
When users are trying to connect and update their accounts for Lyons National Bank, they get a CC-505 error showing for Quicken for Windows, and a FDP-105 error for Quicken for Mac. 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 are seeing an issue with Quicken Bill Manager that is not allowing customers to send a Quick Pay or Check Pay Payment and is showing 0 or -1 for the remaining payments in the Bill Manager Payment Usage window. This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as…
Time for our November Icebreaker! This month, we’d like to share Bucket List goals and/or activities. One thing that’s on my bucket list is to one day sign up for volunteer travel to an elephant conservation or sanctuary. They are my favorite animal, and one day I would love to spend time helping care for them safely…
We have started to roll out Quicken for Mac (7.1)! 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 product. Charting Improved -…
Wells Fargo is transitioning to a new method of providing data to applications like Quicken. Going forward, you'll use a bank-hosted sign-in form to authorize downloads. The overall process for adding accounts and downloading is the same, but the screen you use to sign in to Wells Fargo in Quicken Classic will look…
We are seeing an increase in CC-502/FDP-102 errors when attempting to connect with Ally Bank. 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 located in the upper right. If you do not see the bookmark ribbon,…
Users will not be able to connect with their investment accounts. Due to the ongoing $0 investment account balance issue (explained below), we have blocked connections with the financial institution while we work on a solution. Since we have began blocking certain financial institutions, downloads may result in a message…
At this time we have identified that users with TD Canada Trust are unable to download transactions due to the state of the transactions being provided as "PENDING" from the financial institution. This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as they become…
Our teams have discovered that users trying to connect and update accounts for Elan Financial Services are getting a CC-502 error with Quicken for Windows and an FDP-102 for Quicken for Mac. This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as they become available,…
NEW! 12/4/23 Bill Pay - "Failed to download payment info"
Great job to our most active members for this month!