Best Of
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Re: Fidelity NetBenefits rollover transactions--Withdraw should be Sold, ContribX should be Xin
I had the same experience with a rollover from 401k on 10/23/25. 401k shows no shares sold; just a withdrawal.1 -
Dodge & Cox Funds Share Split 24Oct25 Not Reflected in Account
Issue: Dodge & Cox Funds Share Split 24Oct25 Not Reflected in Account. How long does it take Quicken to correct? Timing The share split will apply to shareholders of record as of the close of tra…1 -
Re: Quicken is currently unable to verify financial institution information for download QFX file, BofA
https://community.quicken.com/discussion/comment/20518424#Comment_20518424 Chris_QPW said, "You need to separate that thought from a financial institution that is using Express Web Connect (no p…1 -
Re: Quicken is currently unable to verify financial institution information for download QFX file, BofA
https://community.quicken.com/discussion/comment/20518411#Comment_20518411 With Express Web Connect + Intuit/Quicken Inc never gets your username and password. When you go to setup Express Web Connec…1 -
Bug with Memorized Payees and Investments
This has been going on for a while with several iterations with Classic Quicken but I just came across it again so I figured I would report it. I track my HSA with Quicken. It uses a combination of c…1 -
Re: Quicken is currently unable to verify financial institution information for download QFX file, BofA
@wrb you have part of this wrong. With Express Web Connect + Intuit at no time has your login credentials. When Quicken starts the authorization process your web browser is directed to the financial …1 -
Re: Quicken is currently unable to verify financial institution information for download QFX file, BofA
I had discussions with Schwab and Quicken about Express Web Connect+ (EWC+). From these discussions, EWC+ works, as follows: When the financial institution agrees to force us to use EWC+, a new windo…1 -
Re: Support Tags on Budgets (3 Merged Votes) (Q Mac)
I think this is dumb that you need 30 votes. How about a paying customer for 30 years who asks for this simple feature? My vote alone should count as 30. @RichS88 So you feel that out of perhaps a fe…1 -
Re: Quicken is currently unable to verify financial institution information for download QFX file, BofA
The issue (for me, at least) with Express Web Connect+ (EWC+) that all your financial information (if you agree to use it) is stored on Intuit server (not even Quicken). EWC+ works, as follows: Intui…2 -
Re: Quicken is currently unable to verify financial institution information for download QFX file, BofA
@Chris_QPW Thanks for the above detail - really helpful to better understand more. I didn't even think of another copy of the financial data staying with Intuit in addition to Quicken, so more t…1
