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UPDATED 11/10/25 PNC Bank -Direct Connect and PNC - Web Connect
R66.28 windows Classic. My oldest Fidelity account refuses to connect/update. I've deactivated all fidelity accounts and reactivated - all are ok except this one account (mutual fund only account). Quicken and fidelity recognize the account, relink attempts go through the process, quicken then says (2 of 6 link to existing…
Is anyone having this issue? I have always had the online balance show up in my individual ledger(s) for bank and credit card accounts on the lower left side. Now all of the sudden I am getting the number of transactions instead and when I click on it its showing the same online balance in the trillions (I wish I had that…
QUICKEN CLASSIC, using QMac since 1992. In Q2007, I could get/make a drop-down of various entries besides a check number. I currently can type in what I want, but there is no drop-down. In Q2007, I could type the 1st character and tab, and the system would fill it in. It's tedious to type each one. Does anyone else do…
I have been a Quicken user since the DOS days. I recently bought a new computer and couldn't find my original distribution CD, so I bought Quicken Classic. I got it installed and it was working great until I got a statement from my mutual fund, tried to enter the data, and Quicken Classic came back with, "This action…
For the last week (I've tried twice), I was able to get Rocket Mortgage to connect, but even though on the setup screen it shows my current balance (-XXXXXX), once it finishes it shows a zero balance in Quicken and when I go to details it says the loan is paid off. Has anyone else seen this issue? I was excited that the…
Anyone else not getting transactions from Barclays Bank credit cards? There's no errors, and it definitely sees the online balance but it is not downloading the latest transactions and therefore states that it is not reconciling.
Is there any way that I can adjust the share balance of a security without creating a placeholder entry or adjusting the cost of the security? This is an ongoing issue for me where my wealth management company uses NBIN as custodian and there are monthly rounding adjustments of .001 shares up and down on some of the…
I can download transactions direct from Fidelity/Elan site without an issue. When I go to direct connect I get error CC-501. This has been going on since the new authorization requirement. I have authorized Quicken and my investment account doesn't have this issue, just my credit card. I have a VPN and tried disconnecting…
After accepting transactions on my Wells Fargo investment accounts, Quicken just shuts down. On the second quicklaunch bar whenever I hit home to get to my dashboard, Quicken shuts down
I have found that having apps that I use frequently launch in Full Screen to be advantageous. Some of my favorite apps launch in Full Screen. Can Quicken engineers add a setting to have the app launch in full-screen? We have settings for some display preferences so why not Full Screen? Just a comment on organization: I…
Just started this morning. Maybe connected. Latest Quicken Premier for Windows. Receiving CC-901, Your bank is requesting that you reauthorize your account, on both of my AMEX accounts. Click Reauthorize. I select my two accounts in my AMEX account and I receive an error. Just spinning. However, I go into my Amex account…
For as long as I can remember Quicken has not properly tracked the cash value in multiple Fidelity accounts. The accounts have two different types of cash accounts. One account has Cash "HELD IN FCASH" and other has CORE* "FDIC BANK DEPOSIT SWEEP NOT COVERED BY SIP". Whether I should have different types and which is…
Since updates last fall any stock options sold in Fidelity download as "sold" rather than short sale (ShrtSell). This means after the download you have to manually change the action from Sold to ShrtSell. When you sell 100+ options each week it takes between 1.5 - 2 hours to accept the transaction and manually make the…
i have Quciken Classic and it won't back up online. I have been in touch with Quicken help desk via telephone but they couldn't fix it and promised to email me when they have found a solution. That was over a month ago now and I've heard nothing. One of the currencies (the cash one) does back up but I don't really use…
I noticed one of my Chase accounts stopped downloading transactions. I have tried deactivating the account. I close Quicken. I reopen Quicken. I have two Chase accounts, and the other one and other banks all work fine. The account is listed in my accounts. I try to "activate downloads". Nothing works. I have had this…
I have multiple accounts with Schwab (Taxable, IRA, Roth, etc.) and one account in particular wasn’t downloading anything. Then it starting downloading some information, incorrectly. Short Sales would appear as a Deposit, with the underlying stock in the Memo field. At the time all other accounts from Schwab worked…
I use the Extended precision option in Investment Preferences. I have two issues: I never see more than six digits of precision in the register. I don't know what checking the option for Extended precision does if there's no visual effect. I export transactions daily to another app for analysis, etc. I've experimented with…
We are currently aware of an issue affecting certain financial institutions, where users may encounter OL errors (such as OL-297-A) while their service provider undergoes maintenance. The following institutions are known to be impacted: Delta Community Credit Union Clearview FCU Wright-Patt Credit Union Eastman CU BB DC QB…
We are aware of an issue where users may be unable to re-add multiple VyStar Credit Union accounts due to FDP-106 or CC-506 errors during the connection process. This issue has been escalated internally; however, we do not currently have an estimated timeframe for resolution. To receive updates as they become available,…
We are aware that some users are experiencing missing transactions when connecting to Barclays Bank Delaware or the Barclays Card. At this time, no error messages are being displayed. This issue has been escalated internally; however, we do not currently have an estimated timeframe for resolution. To receive updates as…
We are aware of an issue with Grand Bank-Tulsa OK, not allowing customers to connect via Express Web Connect+ on Quicken Classic and Quicken Simplifi. Instead of being redirected to the financial institution's login page when customers click the ‘Sign In’ button in Quicken, they are taken to an error page that shows:…
We are receiving reports of users unable to import QFX (Web Connect) from Barclays Bank Delaware. 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…
We have been made aware of an issue affecting Clearview FCU (BID 49818). Customers who receive an OL-297-A error when attempting to update their accounts. 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…
We are seeing a rise in FDP-155 errors with Raymond James & Associates. 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, please make sure that…
We have been made aware of an issue with PB&T (Pueblo Bank and Trust) customers getting an OL-221 error when importing transactions from the financial institution. The bank is actively working on this issue. This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as they…
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…
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 Duplicate Transactions (Windows) –Some users…
Great job to our most active members for this month!