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Back again, but maybe for a new reason. UBS is working on updating online services. The Quicken message says my request was rejected. I called a phone number the message gave 888-279-3343. UBS sent me to their website, then settings, then Services & Features, then Financial Software Download (OFX), and then prompted me to…
Inermittent problem since Monday April 7 and now will not connect at all
I was glad to see that others have asked the same question as to how to remove old closed and hidden accounts from the transfer dropdown list or at least block any expenses from be entered on them once they are closed. I was saddened (and a bit miffed) to find that there does not seem to be an answer. Despite this problem…
Can't update any transactions in BECU
Using Windows. Updating Fidelity accounts STILL fail although site says connection issue is resolved.
Something changed and I don't think it is a Quicken problem but it appears in Quicken and Microsoft Word, Excel, etc. Perphaps, someone encountered the problem and knows how to fix it. In Quicken, when I move the mouse cursor to the ribbon (HOME SPEND BILLS & INCOME …) it turns from an arrow to a BRIGHT WHITE hand ( with…
I was looking at the FIDIR.txt and I noticed some odd entries. I've never seen an entry like this. Should this be concerning? If so, what are the steps to get this directed to the right parties?
This discussion has been merged.
Every time I do an update, several accounts are always asking me to reauthorize. Why? This appears to be a bug that needs to be fixed.
An issue was reported several years ago that the clock icon to display future transactions was not displayed even though the Display Options tab from the gear icon says to click it. The issue was noted as still in progress. My guess is that it is no longer being worked on (I'm on the latest release) and I would like…
There are very few text entry situations across multiple platforms where you cannot "instruct" the program/app/computer to automatically capitalize the first letter when typing. I have searched all over and cannot find how to turn this feature on in Quicken for Mac. Can someone please direct me on how to accomplish this or…
The "Sell Bond" transaction type in Quicken Mac appears to simply be a "Sell" transaction. It does not include the ability to specify accrued interest in the same way that a "Buy Bond" transaction is set up. This creates an issue when selling bonds. We are required to enter two separate transactions, one for the bond and a…
Hello! Is it possible to add Schedule 1? You have Schedule C for self-employed folks, but we self employed people report our health insurance premiums, health savings account deductions, and retirement plan deductions on Schedule 1.
Is there an option to print a simple budget report that excludes actuals and variances? The report should display: Categories as row labels Monthly budget amounts as columns A final column showing the total yearly budget for each category This would provide a clean, straightforward overview of budget allocations without…
I am using Quicken for Windows, R62.16. I had message "CC-901 Your bank is requesting that you reauthorize your account. Click Reauthorize" for my Citibank card accounts. After clicking the "Reauthorize" button and entering signon credentials on the web, I get the message in the web browser that my accounts were authorized…
Is there an issue with Truist starting the last couple of days? The error message states it is not my problem but then gives a call Truist suggestion. Truist still works logging in directly and my Fidelity account is still pulling the data. I see no messages suggesting an issue. Windows R62.16
We have started to roll out Quicken Classic for Mac 8.2! 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. Investments…
Our teams have discovered an issue where users with American 1 FCU are receiving a CC-511 on Quicken for Windows and an FDP-530 on 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 click the bookmark ribbon located in…
We are currently seeing an issue with Nationwide Retirement Solutions returning an FDP-106/CC-506 error in Quicken Classic for Windows and Mac. This error has been internally escalated, however no ETA is available. To be notified of updates as they become available, please click the bookmark ribbon located in the upper…
Vanguard is changing its connection method with Quicken Classic for Mac. Vanguard has set the date for this connection cutoff as 2/20/25; unfortunately, in early testing, we discovered issues with the Vanguard authentication process that prevents some users from completing this connection method change. Users may see…
We have started to roll out Quicken Classic for Mac (8.1)! 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. Sidebar…
The latest Quicken for Windows release R62.14 is now live and available to all 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 cloud. Additionally, we suggest saving a…
We have started to roll out Quicken Classic for Mac (8.0)! 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. Business &…
Quicken has partnered with Citibank to update the connection method for several Citibank retail credit cards. This update will occur over the next two weeks, and you will be notified if you need to take any action to update the connection type for these cards. Here is a full list of the retail Citibank cards: Sunoco…
The latest Quicken for Windows Canada release R61.23 is now available to all Quicken Canada customers. IMPORTANT: 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 cloud.…
How to See Your Finances Clearly By Janean Comfort A Personal Financial Health Dashboard is a powerful tool for gaining a clear, real-time snapshot of your financial well-being. By consolidating all your accounts, budgets, spending, and goals in one place, it provides actionable insights that help you make smarter…
NEW 3/28/25: Issues updating Vanguard accounts
Great job to our most active members for this month!