One of the main reasons I started using Quicken was to bring all my investment accounts together in one place and actually analyze my overall portfolio. Unfortunately, the investment functionality feels too limited to accomplish that effectively.

For example, the Dashboard's allocation data doesn't handle ETFs very well. I end up with a lot of "Unclassified," Mid Cap is missing, and there is no useful Value/Growth/Blend breakdown. International is essentially just "not U.S." I'd much rather see something like Canada, U.S., Europe, Asia-Pacific and Emerging Markets. There should also be a way to manually correct security classifications and allocations when Quicken gets them wrong.

The Performance section is another major limitation. Why can't users choose the performance metric and period they actually want? I'd like to be able to select:

• Time-weighted vs. Personal/Money-weighted return
• Annualized vs. non-annualized
• 1 month, 3 months, 6 months, YTD, 1 year, etc.
• The actual return for a period rather than having a short holding period automatically annualized

I'm also trying to understand why Quicken's returns can look dramatically different from my brokerage's returns even when the accounts are fully reconciled. There should be much more transparency around how these figures are calculated.

Top Gainers and Losers would also be much more useful if I could select the time period rather than being limited to one fixed period.

Overall, Quicken Mac sometimes feels like it was brought to the point where it looks good and does just enough to be almost useful, and then development stopped short of the functionality that would make it a genuinely strong investment-analysis tool.

The unreliable bank connections are another frustration. Yet Quicken still doesn't provide something as basic as CSV import for investment transactions, leaving users with unreliable connections or extensive manual entry.

And after spending so much time entering, reconciling and cleaning up years of investment data, switching programs is a major undertaking. Sometimes it feels like Quicken is relying on that investment of our time and saying, "You've already put all this work into Quicken, so this is good enough."

That's especially disappointing because I really wanted Quicken to provide a comprehensive view of all my investment accounts together — not just show me balances, but actually help me understand my portfolio, analyze performance and evaluate my allocation.

If I had to prioritize, I'd most like to see better ETF classification with user overrides, configurable performance metrics/time periods, more transparent performance calculations, and reliable CSV investment import.

I thought the Quicken rebuild of long ago would take this need into account.

if no then what else can i do, or do i have to buy a new quicken. @Quicken Anja

Could it be you mean RRSP, because SSRP does not ring a bell for finances

https://www.quicken.com/canada/products/classic-mac/

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This has been a known issue for over 2 months. At this point we all shouldn't be paying for quicken subscription if you can't make a simple bank integration work.

So as a workaround, I went to VanCity and downloaded the .QFX file for one of my VanCity accounts. The data will not upload to Quicken.

I am soooo frustrated at this point. What are my options?

Thanks,

Jean

The first occurrence was right after downloading a wire transfer from an NBIN account (Canadian in USD) to a checking account in the US. The NBIN account does not show transactions at all, it is just the minimal view of the running value of the account. After the download, I noticed my balance was way off on one of my Schwab investment accounts (USD), it was showing the wire transfer as a manual entry, as well as the wire transfer fee as a manual entry, both were linked to the NBIN account. I was confused, thinking I had manually entered it into the wrong account, but then I realized I did not enter it because I didn't know what the transfer fee would be to enter it manually. Then I realized that the NBIN transactions tab is disabled, and I couldn't go to the other end of this transfer. If I attempt to remove the transfer, it affected the balance on NBIN, even though the transactions tab is disabled. I ended up moving the transfer to the checking account and matching the transaction. The transfer fee however…I had to delete it because it wasn't a transfer and didn't belong in this account (maybe there was another way to fix that, idk) and it affected the balance. I don't know if the balance will reset the next download or if it will permanently be off by $20.

Fast forward two weeks, there was a transfer made from a relative into our TD Canada Trust account (CAD). When this downloaded, it appears in the account with the Payee showing as "Transfer", and this is also linked to the same Schwab account (USD). When I look in the Schwab account, I see another manual entry automatically generated. But this time I can see both ends of this transfer. These are accounts in different currencies, straight up transfer with no currency exchange that it automatically entered, and only the Schwab account shows it as a manual entry, the TD account shows it was automatically downloaded.

This appears to only be happening when some form of transfer is made with a Canadian account. When I moved funds between the US checking and Schwab accounts, it seems to automatically link the transactions correctly, with both ends showing the transactions were downloaded.

Thank you for your time and consideration.

I called Quicken support to report that the Wealthsimple integration appears to be broken and is bizarrely using a Mint.com access token. To my absolute astonishment, at the suggestion of the support agent, I entered my Wealthsimple password into the Mint token flow and it actually proceeded to the next screen and let me add accounts.

So yes, the integration “kind of” works, but in a very broken way.

What I saw:
• The connection is mislabeled as Mint.com, not Wealthsimple
• Some accounts showed up (for example, my cash accounts)
• The most important account for me, the Wealthsimple credit card, was completely missing
• Transactions in the checking/cash account were clearly wrong or partially wrong
• Vendor names were mangled or nonsensical

In other words, this is not a user error. Something is fundamentally wrong with the connector.

First support call:

The first agent acknowledged there was likely an integration problem and was eager to file an issue with Quicken’s internal bank integration team. However, the process was unbelievably slow and repetitive. She spent about 30 minutes filling out forms, asking me the same questions multiple times, and reading scripts. I had clearly demonstrated the issue.

Eventually I had to leave for work. She told me that unless I completed their exact process, exactly the way their developers require, nothing would be investigated or fixed. She gave me a ticket number and said I could call back to finish it later.

Ticket number: 12167467

Because support hours are limited, I work full time, and I have many other responsibilities, it took me about a week to call back.

Second support call (today):
• About 20 minutes on hold before reaching someone
• Roughly 25 minutes either showing him the issue on screen or waiting in long silences while he “worked on it”
• He repeatedly insisted the problem must be something wrong with my bank settings
• I pushed back and explained, again, that this is clearly a broken integration
• He said he would “look into filing a bug”
• He went quiet and said “I need some time”
• We were screen sharing the entire time
• Then he hung up
• No call back

I was still screen sharing with Quicken support and eventually had to end the session myself. At that point the support queue was back up to 30 minutes, so I gave up.

So I am genuinely asking:

Is there actually a way to get Quicken to fix their program when a bank integration is broken like this?
Or is the reality that I should stop wasting time and move on to something else?

I am not a casual user. I am pointing out a very real, very concrete integration failure with a major Canadian financial institution. The integration is mislabeled, incomplete, and demonstrably incorrect.

Right now, the support process makes it feel like there is no real escalation path and no ownership of issues like this. If anyone from Quicken monitors these forums, I would genuinely like to know what the intended path is here, because from the outside it looks like there isn’t one.

It would be helpful if Quicken could lay out its future path for users to try and asses whether it is a good fit for them or not.

A note to Quicken: You used to be an incredible app on the mac. Please, all you need to add to the Investment side of your portfolio is a better asset allocation module and you will be halfway there to making yourselves one of the best desktop apps again.

Thanks for adding this to your to do list.

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I think that the National Bank Financial link is using the wrong server site.

I’m using Quicken Classic for Mac (Canada) with a PC Financial account, which does not support direct connectivity, so I rely on manual QFX downloads.

I’ve noticed the following behavior, which I can reproduce consistently:

• Importing a QFX file into a clean account works correctly (transaction count and balance are correct).
• Re-importing the same QFX file, or importing a new QFX export covering the same date range, results in duplicate transactions being added.
• Transaction count increases and balances change (even if nothing was edited).
• There appears to be no safe way to “refresh” or re-import overlapping data without causing duplicates.

I understand Quicken recommends avoiding overlapping imports, but for users without bank connectivity this makes frequent updates difficult unless we strictly import non-overlapping date ranges or wait for statement-period downloads.

For comparison, I tested the same QFX files in iFinance for Mac and duplicate imports are safely ignored.

My questions:

• Is this behavior expected for Quicken Mac with manual QFX imports?
• Is using statement-period downloads only the recommended workaround?
• Are there any best practices for Canadian users without direct bank connections who want more frequent updates?

Thanks in advance — just looking to confirm whether this is a limitation or if I’m missing something.

Kevin

Before I go down a rabbit hole does..

1. Does quicken connect to Alerus currently and successfully ?

Of course I called Alerus and of course they don't know what I am talking about.

Need:

https://authentication.mbna.ca/uap-ui/mbna/?consumer=msec&locale=fr_CA#/uap/login

instead of:

https://authentication.td.com/uap-ui/?consumer=easyweb&locale=en_CA

Thanks

Marc Dubé

Quicken Classic Deluxe Canada user on MAC

Error FDP-101 Scotiabank waited 24 hours again failed to download transactions, any suggestion on what to do?

Scotiabank file no longer able to be imported into Quicken Mac

.

I am not able to add a show/hide in any security listing or portfolio view — is this not available on the Mac?

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I need some help. I signed up for Quicken and I want to cancel the subscription. When I tried to cancel the renewal subscription, I got a blank screen.

Can I get help to cancel the subscription?

Thanks

I have talked to my Credit Union and they have not changed anything or doing updates to cause this from their side.

Any advice on this is welcome.