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NEW! 5/12/26 Capital Group - American Funds - OFX-16503
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The Community monthly newsletter where we discuss all the happenings of the month.
Hi, We are importing transactions into Quicken using QIF files. The import itself works correctly, but all imported transactions come in with blank categories. We would like to know: Is there a setting that allows QIF imports to automatically use existing Memorized Payees / Memorized Categories during import? Can Quicken…
Quicken Classic Business & Personal R67.10 Report Currency when selected in Customize report screen points to a different currency. When a saved report has a selected currency, the customize report screen shown a different currency but the report itself is correct and titled with the correct currency. Examples follow: and…
This discussion was created from comments split from: Quicken Classic Download Issues - Fidelity and Vanguard.
I have had this problem for a while now. Saving/editing/deleting any transaction can take anywhere from 20 to 40 seconds. I do have a lot of data, I am a long time quicken user since about 1999. File size 250M. Quicken Windows Version R67.10 Build 27.1.67.10 I have tried validate and supervalidate already. —Here is the…
Please add the ability to sort by "the next date" and then by "payee" similar to how Excel allows for sort by, then by. Thank you!
I'm on Windows 11 and Quicken release R64.29. Issue started Saturday 2/21. Name of the bank is The Golden 1 Credit Union Error message CC-505. The error occurred after a digital banking upgrade. When I reached out via email I got this response: Golden 1 Response: Thank you for reaching out to us. We understand how…
I closed out an investment account by moving 5 equity mutual funds in kind to another account using Shares Transferred Between Accounts. The next day approximately half the shares in these funds were sold and reinvested. Afterwards, the ROI (year to date) and AvgAnnualReturn (%) 1-Year of these funds were out of whack as…
Quicken for PC has not connected to Bank of America for weeks now. I deactivated online services and tried to reauthorize but in Edge I repeatedly got http status 400 error. I went back into BofA revoked Quicken sharing but still get the same error. I tried to reauthorize in chrome and get the BofA website to say its…
The issue is that the balance Quicken is reconciling to is December 31,2026. CitiVisa's website states that all actions are managed by Quicken/Intuit. I can not find an option in Quicken to change the date the software is using to the previous date or today's date. I have reset the account and reauthorized Quicken to…
With the latest Quicken update, the Total Cost field is automatically rounded to 2 decimal places. The additional decimal points are lost. Also, the Account Holdings screen now defaults to 2 decimal places for Market Valu, Cost Basis, etc. This is a bug and needs to be fixed
Hello, Recently upgraded Quicken Classic to Premier. Since the upgrade, I am receiving an OL-304-A error for my Vanguard account. I have tried resetting the account and still getting the error. Tried deactivating and then reactivation and no change. Running Quicken on Windows 11. A solution would be greatly appreciated.…
Using Quicken Classic Business and Personal on Windows 10 Home. I am unable to download American Express transactions and to sync my Gold Account transactions which stopped downloading transactions since 1/1/2026. I have tried different methods and I am getting the error message CC-601. From reading other threads, it…
Hello Everyone, Quicken Support will be closed on Monday, May 25, 2026, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26, 2026. As a reminder, all banking institutions will be closed which will cause transactions and stock quote updates to be delayed by 24 - 48 hrs. Thank you!
Overview As part of the First Bank and PNC Bank transition, you will need to disconnect your First Bank accounts in Quicken and reconnect them using the new PNC Bank connection. This ensures your accounts continue to download transactions without interruption. Important: You must deactivate all of your First Bank accounts…
We are seeing a spike in FDP-105/CC-505 errors with Merrill Lynch Investments. CC-505 in Quicken Windows and FDP-105 in Quicken 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 the upper right.…
We have received a number of cases in which users report missing transaction downloads for their credit card accounts across many different financial institutions. This alert is for users who are ONLY missing transactions in their credit card accounts. We have a list of reported financial institutions, but this may…
We are seeing a trend of CC-502/ FDP-102 errors for users connecting to Macy's Credit Card. This is happening on Quicken Classic for Windows and Quicken Classic 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…
We have been made aware that customers using Capital Group - American Funds are getting an OFX 16503 error when trying to connect or update accounts. This is impacting Windows and Mac. This error may also show as an OL-383-A, OL-383-B, or OL-292-B This has been escalated internally, though we do not have an ETA at this…
As we welcome the month of May, we'd like ask you— What’s a completely normal thing your brain just refuses to do correctly? For me: the second I set something down (anything), it immediately stops existing. Cue me looking for it 2 seconds later like it vanished into another dimension. How about you? Be honest… we all have…
We have received confirmation that Human Interest is no longer supporting third-party aggregation. As a result, it will be removed from all Quicken products. If you are currently connected to Human Interest, please make your accounts manual so they are no longer connected to the bank. Follow the Deactivation instructions…
The latest Quicken for Windows release R67.7 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…
One of our product designers is exploring ways to make it clearer when the account register isn’t sorted by date—and how that affects the transaction order. We specifically would like to discuss register sorting and are looking to talk to those who may have this issue, especially if you are newer to using Quicken. Your…
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