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I have an account that is NOT selected to be included in my budget plan. However, the transactions in the account are still showing up in my budget. I selected and de-selected the account but it did not resolve the issue.
Hello - I started seeing these yesterday with One Step Update. I tried to reset my checking account and it just spins for a while and eventually gives me another CC-501 error ("Oops. We're having a problem"). Is this a known issue?
https://community.quicken.com/discussion/7968070/fidelity-hsa-transactions-still-not-downloading-ticket-1999090 Happy to report it's working again!
Are there any updates for this problem (going on over two months)?
I have an IRA account with multiple CDs, how do I handle three or four in one quicken account?
Quicken Classic Premier for Windows 11, Desktop subscription Version R65.29, Build 27.1.65.29 I have two AMEX accounts that are both connected to Amex using DirectWebConnect+. Only one of these accounts is experiencing this issue, which started about 3 weeks ago (Dec 25). Both accounts download transactions. With one…
I ran Validate and Repair (validate file option) simply because I had not run it in a very long time and I got a few errors about a category named ACCT_14a4. However the log file also said everything was corrected and no mention of deleting anything. I then ran Validate and Repair (validate file option) again and got a…
I have one ETF symbol in my system (GOVT) that doesn't update when I click the update button. It does seem to update at the end of the day or start of the next day, but right now it is showing yesterday's price. All of my other symbols are updating as expected. If I go into the security and rebuild the price history, it…
I am suddenly no longer able to attach documents to transactions in bank registers. Neither Drag and Drop or manual Add File works. Anyone else having this problem? Quicken Classic Deluxe; Version R65.29; Build 27.1.65.29 Thanks.
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…
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…
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…
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…
Any timeline for support of Kraken crypto? [Edited-Readability]
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
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…
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!
