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When I create a budget, and I select categories I want to appear in the report, if I go back to the settings and want to add or remove a category, the report picks up all the categories. If I go back to settings and look, the radial button has not changed to ALL CATEGORIES, but all the categories in Selected Categories…
Hello, I've just migrated to Quicken Mac Business and Personal (v.8.4.1) from Quicken Classic Premier on Windows, and I'm getting used to the Mac interface. I'm struggling with how to set up the sales tax liability account, not for clients that I must charge sales tax for services, but physical products that I sell direct…
January 1, 2026, I downloaded my Vanguard accounts (4 of them) and had many problems. The first problem that I encountered was the change in the Quicken screen as to how I viewed the account and I could not figure out how to fix the split screens with different graphs and information, back to the plain old listing of…
I know Quicken does not officially support HSA accounts (or is this changed?), but it worked for my Fidelity HSA account. UNTIL 10/16 ot 10/30: I'm not getting updates since then. I did several resets, but no change. They don't offer a QFX or QIF download, only a CSV. Updating the account manually didn't work because of…
Any timeline for support of Kraken crypto? [Edited-Readability]
We are aware of issues with Hancock Whitney Bank Web returning errors CC-506/FDP-106 on Quicken Classic for Windows and 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. If you…
I rebalanced (part of) my Fidelity 401K and the Quicken reported securities values went down from $99000 to $53500 after importing the exchange records. The entries itself seems to have the correct values, it is the reported total securities value that is $45K off. I corrected it with a dummy entry but that fixes only the…
Hi I have Quicken for Win 10 Enterprise. All of my income I received, I used the Income Category in the register. I specified the customer name under Payee. I am trying to run a YTD report for 2025. I specified to only select category 'Income'. The report does list all of my income transactions sorted by Payee. With one…
I have an IRA account with multiple CDs, how do I handle three or four in one quicken account?
Quicken has been reporting OL-294-A "Temporarily Overloaded" since about 1/14/26 15:35 Pacific time until now. Below is an excerpt from the CONNLOG.txt file: ==== Mini-OSU Start (20260115/10:09:46) ==== 20260115 10:09:46: QFN: Beginning send to https://services.quicken.com/ofx-secure-plus/15103 20260115 10:09:47: QFN: End…
If you are having trouble with transactions being duplicated in Quicken when you download from the Royal Bank, it's the bank! Not you, not Quicken, the Royal Bank. I called Quicken seven or eight times until one of their people identified that it was the Royal Bank that was the root of the problem. It took me two calls and…
Hi, I would like to be able to re-sort transactions from the same date, so they line up with my bank accounts and the running balance matches, but I can't find a way to do that. Is it possible in the online version? Thanks!
I recently had a need to restore an automatic backup of my main data file. After the restore, all but one of my FIs displayed this symbol next to the account name: I was required to re-authorized the accounts. Is this the way it is now when restoring a backup? Am I doing something wrong? P.S. I may have posted this in the…
I use Quicken Classic and have sync turned off. However I noticed that I have 9 Cloud Accounts when I log into Quicken on the web. I do not know if this is because sync was turned on in the past but I would like to know how check that no transaction information is stored in the cloud and how to delete accounts that are not…
I want to set default the reminding in advance to five (5) days for all inputs. 3 days isn't cutting it for me. Any tips would be appreciated. Thanks, ~Kent
I have not been able to connect to my PNC Bank accounts since 1/6/2026. I keep getting the message that there is unexpected information from my financial institution. I have used Quicken with PNC for more than 30 years and this is the first time connection problems have not resolved themselves in a day or two. Does anyone…
About once or twice a month I will log into my Quicken Classic and my balance has been changed. I do not have my account connected to my bank - it is all manual. WHY then are the balances changed OR Quicken not updating balances correctly? I am currently looking for a new checkbook register program as I have had this issue…
Discover will begin its migration to a new API platform starting on 01/15/26. This will affect users in waves, meaning not all users of Discover will be affected at once. The affected Discover instances are: 9625 - Discover Card Account Center 7101 - Discover Card 12610 - Discover Bank To be notified of updates as they…
We’re always looking for ways to make budgeting easier and more effective for you! We're conducting a quick survey to learn more about how our users approach budgeting and how you feel about using Quicken's budgeting features. Your insights will help us continue improving Quicken to better meet your needs. In addition to…
We are currently seeing an issue with Venmo returning a FDP-102 in Quicken for Mac or CC-502 in Quicken for Windows. Our teams are actively working to identify a fix. We appreciate your patience and will provide updates as more information becomes available but at this time we do not have an ETA. To be notified of updates…
We’re currently investigating an issue in Quicken Windows where weekly paycheck reminders may be changed to $0 after running a One Step Update. This issue affects paycheck reminders that include splits or multiple deposits. When this occurs, it can impact paycheck reminders across all accounts, and validating the file does…
Welcoming January and the New Year! This is your sign to pause and be kind 💬 Drop one positive word or affirmation for the next person who reads this 👇 Here's mine: You are doing better than you think, and that is enough!
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…
Hello Everyone, Quicken Support will be closed on Thursday, January 1, 2026, in observance of New Year's Day. As a reminder, all banking institutions will be closed on New Year's Day which will cause transactions and stock quote updates to be delayed by 24 - 48 hrs. We appreciate your patience and wish you all a safe and…
The latest Quicken for Windows release R65.15 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…
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…
UPDATED 11/10/25 PNC Bank -Direct Connect and PNC - Web Connect
Great job to our most active members for this month!
