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UPDATED 11/10/25 PNC Bank -Direct Connect and PNC - Web Connect
I would like to be able to see a graph/table showing how my short & long term unrealized capital gains are changing (increasing) over time. In particular has holding move from short to long term. I built a separate xl dashboard that does this but it would be convenient if quicken would produce this. You have much of the…
Quicken Mac needs a wizard to handle two types of IRA withdrawals. One is a IRA to Roth IRA conversion withdrawal. The whole amount converted is taxable but the amount transferred into the tax-free Roth IRA account is less any withholding for taxes to IRS or State. The second is a RMD (Required Minimum Distribution)…
My "Citi ThankYou Mastercard" does NOT log on to the same Citi website that a "Citi Custom Cash" card uses. Quicken gives me the "Citi Custom Cash" logon website and there is no way to direct Quicken to go to a different logon website. (Yes, it IS ridiculous that Citi is doing this, but there it is.) So how can I contact…
It took me a while to figure this out. One could use a dedicated PDF parser to accomplish it, but I already have a Perplexity subscription and thought I should be able to use it if I constructed a good prompt. Here's what I came up with: First, transfer the monthly PDF statement to your Mac, using the Coinbase app on your…
Using Mac Quicken on my airpad. Within the Dashboard, I would like to exclude the category "Tax" from the spending by category tile - I only want to look at discretionary spending. However, when I customize the categories and exclude "Tax" (or any other category), only one transaction is listed when I click on the details…
I have numerous bills in the "awaiting next bill" status. I deleted and re-entered and still happens. Some of my bills are fine. Is this BUG ever going to get fixed? very frustrating!!!
<Quicken Classic on Mac, OS 13.7.8 (22H730)> I've been having trouble downloading transactions from SchoolsFirst FCU since around 4/19/26. The credit union has recently undergone a renovation of their website. After a day or so I tried to completely disconnect and reconnect checking and savings, but the same error pops up…
Show the MMF interest amount in the Gain/Loss Columns for interest generated by money market funds in Quicken Classic for the Mac.
What a nice surprise - and well implemented. The 90/50/10 percentiles are industry standard and an excellent decision. Results are consistent with the excellent models available with Fidelity and Empower accounts, but Quicken is the only planner that adds future transactions to the user's current holdings for analysis. One…
Show an amount in the Gain/Loss Columns for interest generated by money market funds in Quicken Classic for the Mac and Windows.
This recent stock split of this ETF increased the account value. Number of Shares increased as it should in a split and price goes down but total stock value should remain the same. That is NOT what happened. My total value went way up due to this split. I wish it were accurate but alas it is not. There is some kind of bug…
My Vanguard accounts are being updated when using one step updates, but my Fidelity accounts are not. The last update of my Fidelity accounts was back in February. Fidelity says this is a Quicken problem.
There are several newer platforms that are adding payee icons automatically. I really like this graphical detail and makes it very easy to skim and find a transaction I'm looking for quickly. Rocket Money, Monarch are a couple that come to mind. Even Simplifi will grab some from bank connections like Capital One.
I had an equity load set up in Quicken that would download details from Merrill Lynch. The loan had been paid off. Once the loan was paid off, the payment detail tab disappeared. I am trying to do another download from Merrill Lynch (I just used the equity line again). Quicken won't allow me to reset and download again.…
This discussion was created from comments split from: CC-501 Across Multiple Financial Institutions [Edited/Merged Threads].
For 2 or 3 days, 1st Advantage FCU requires a verification code (2 step verification) to complete a one step update. I click on one step update and select update now. Quicken starts the processing and then a popup tells me i need to receive a verification code 1st Advantage FCU will send me. If I enter the code,…
I haven’t been able to update my American Express accounts for some time now. I called Quicken tech support last week and was told that it was a known issue and that it should be resolved within a few days. It has been over a week. When is Quicken going to resolve this issue??
Users are encountering FDP-102/CC-502 errors when attempting to download transactions or add accounts for Schools First FCU 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…
There have been many reports of user’s experiencing CC-511 in Quicken Classic for Windows and FDP-176 in Quicken Classic for Mac when trying to connect or refresh their Georgia’s Own Credit Union. This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as they become…
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…
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 have received reports of users encountering FDP-102 and FDP-106 errors in Quicken for Mac and CC-502/CC-506 errors in Quicken for Windows when connecting to EECU Fresno. Some users are experiencing both errors, while others encounter only one. This is a known issue, and our team is actively working to resolve it as…
We are currently aware of an issue affecting Educational Employees, which may result in a CC-502/CC-506 error on Windows or an FDP-102/FDP-106 error on Mac. This is a known issue, and our team is actively working to resolve it as quickly as possible. If you’re experiencing this error in Quicken Classic, please contact…
Customers are unable to connect Olympia Credit Union accounts across platforms with the following errors: Windows (DC): OL-297-A – “Unable to establish an internet connection” Mac (DC): OFX (-1200) – “A TLS error caused this secure connection to fail” This has been escalated internally, though we do not have an ETA at this…
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,…
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…
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…
Great job to our most active members for this month!
