Welcome to Your Community
Select a category to get started:
Have an idea about Quicken? Add it here!!
Here you'll find announcements about our products.
If there's an ongoing issue with Quicken Classic, we'll post it here.
Need help using the community? Ask us here!
Thinking about buying Quicken? Ask us your questions!
Have an idea about Quicken? Add it here!
Everything you need to know about Quicken Classic for Windows.
Everything you need to know about Quicken Classic for Mac.
Everything you need to know about Quicken Mobile.
Everything you need to know about Quicken on the Web
Come here to discuss anything and everything about organizing your essential documents.
The Community monthly newsletter where we discuss all the happenings of the month.
Join us and respond in the Water Cooler for a new Badge!
I'm now seeing the "Treat this money market as cash" option under the 'Online Services' tab of 'Account Details' for my Vanguard accounts. I don't remember that showing up for Vanguard accounts in the past so it makes me thing we may finally be getting the choice to choose how we want to treat money market sweep accounts…
For unknown reason Quicken is not downloading updates to my stocks prices, any and all transactions. Not receiving any error messages except one on my credit union that one account was closed or not connected in Quicken. Any help would be appreciated. Running Windows 11 and Quicken R65.17
I am having a problem with the accuracy of the screen where you specify what stock lot you are selling shares. Here is my story.. I was comparing my Quicken Capital gains report to that of my Broker and while there are always some differences. I decided to look at a specific stock in a specific account at fidelity. The…
I've had Citibank credit cards for decades. Never a problem downloading, adding, editing accounts until the past week or so. I've got a new Citi credit card, I try to add account, Quicken asks to sign in to the institution and I get to the citi login page. Enter username and password and get an error message that the…
Quicken Deluxe for Windows - just installed new update today 12/22 but the problem hasn't been erased I've had a Janus account for decades. Never had a problem with one step update until the past couple of weeks. I've deleted and re-added my password in the vault, and when I try to update I get a popup that says you need…
IF I PAY AN ACCOUNT WITH NAME XXX1, THE REGISTER IS SUPPOSED TO SHOW THE PAYMENT UNDER PAYMENTS COLUMN, BUT THE TOTAL PAYMENT IS SHOWING UP UNDER DEPOSITS. SINCE THIS IS A TOTAL FOR THE TRANSACTION AND HAS ABOUT 15 ENTRIES USING THE SPLIT ROUTINE. THE SPLIT SHEET LOOKS CORRECT BUT THE TOTALS SHOW IN THE WRONG COLUMN. THIS…
I opened a JP Morgan investment account in March, 2025 and set it up to download directly into my Quicken file. After using it for several months, I am not happy with the amount of detail that is being downloaded into my file. I would like to remove the download and all of the information that has been downloaded. Is there…
I have an ongoing problem (over a year) with monthly auto entries of social security payments in the Quicken Classic Windows subscription program. The Bills https://us.v-cdn.net/6031128/uploads/7JTI7AKS96V5/quicken-automatic-income-entry-issue.pdf & Income Reminder has been updated with current amounts however when the…
Based on prior post on another discussion, my understanding this problem was corrected by Quicken. Do I need to continue making adjustments every time I update?
I can't find the correct FL to connect my new Sun Country Credit Card/Synchrony. Synchrony told me to use Synchrony Bank Credit Card and I got the error that something is wrong. I know that my login and password are correct.
This discussion was created from comments split from: RE: Updated 12/19/25 Fidelity Updates .
I may have originally posted in the incorrect area: Home› Quicken Classic for Windows› Download, Add/Update Accounts (Windows) So I am also adding it here. Dont hate me. I have one mutual fund that Quicken will not download. The symbol is STEW and it is from SRH Holdings. The name of the mutual fund is SRH Total Return…
I am considering downgrading to Premier from Home and Business as I use less and less of the H&B features. I have 180 days left today on H&B. If I buy and activate a Premier license today, when will my H&B change? On day 181 or immediately? And any caveats on downgrading? Loss of anything other than business categories,…
This functionality is completely broken now. I have all renaming options turned off and all renaming rules deleted and Quicken insists on renaming all transactions to the short name provided by the bank. Clearly, the developers don't use this software. It's obvious they could provide an option not to do this phantom…
Fidelity maintains cash in an MMF. How do I get Quicken to do the same?
I am using the latest version of Quicken on a MacBook Pro M2. I downloaded my Fidelity accounts when setting up. My Fidelity MM account shows the proper shares of the money market account. Below, it then shows a deduction of cash. However, no cash has been deducted. In Transaction view, the proper number of money market…
With this being an issue for sometime now, I reached out to HealthEquity about it to see what they could tell me. This was their response, to which I replied indicating it was interesting given I could do this with every other financial and investment provider I have. Thank you for your inquiry. Due to our recent security…
I have a Longarm Machine Quilting Business. When I invoice clients I charge by the square inch. I currently charge $0.025 but the rate always rounds up to $0.03. I am able to manually change the total amount to the correct amount, however the system won't let me change the rate or even leave blank. Thus I have to manually…
We are receiving reports that customers trying to add an HSA account from Charles Schwab to Quicken are not seeing the account in Quicken for addition. The account is visible on the authorization page on the bank's website. This has been escalated internally, though we do not have an ETA at this time. To be notified of…
We are receiving reports that customers attempting to connect accounts to Quicken Classic for Windows and Quicken Classic for Mac are encountering a FDP-2001 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…
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…
Happy December, and with it we bring you some—✨ Holiday Nostalgia Icebreaker ✨ Every year, the holidays bring out memories I didn’t even realize were still tucked away in my brain. Especially when it comes to decorations. Growing up, our Christmas tree always had tinsel—not the classy, evenly placed kind, but the “grab a…
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…
We are currently seeing an issue with Honda Finance returning a CC-508 in Quicken Classic for Windows and an FDP-108 error in 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’re aware of an issue with Sallie Mae connections. Some customers are seeing errors when trying to connect or refresh accounts with Sallie Mae Bank or Sallie Loan. Depending on the platform, the errors may appear as FDP-105 or CC-505. Our teams have escalated this issue and it’s currently under investigation. While we…
We are currently seeing an issue with Mr. Cooper (formerly Nationstar Mortgage) returning an FDP-105 or CC-505 in Quicken Classic for Mac and Windows. 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…
We have some users reporting that when they go to https://myaccount.quicken.com/, they see a "Server error loading our payment history. Please try again later." This error can be found in the payment history. This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as they…
We are getting reports of multiple users experiencing error OL-292 with Morgan Stanley Wealth Management. This has been escalated internally, though we do not have an ETA at this time. If you are experiencing this, we ask that you please contact Quicken Support directly so our support agents can gather the necessary…
UPDATED 11/10/25 PNC Bank -Direct Connect and PNC - Web Connect
Great job to our most active members for this month!
