Download, Add/Update Accounts (Windows) — Quicken

Partners FCU Unable to Reauthorize Accounts – OAuth Client Configuration Error [Edited]

wgobby — Sun, 12 Jul 2026 01:11:56 +0000

… this is the response when attempting to sign in to reauthorize and/or add.

{"code": 401, "message": "invalid_client", "debugMessage": "client not configured for FI", "request_id": "68bbccfbeaf14e6aa256430455d0aa75"}

Voya Retirement Accounts OL-293 error

System — Mon, 20 Jul 2026 21:41:32 +0000

This discussion was created from comments split from: New VOYA and Quicken Issues.

Request for an Phantom Bank Account

jimarcher6837 — Fri, 17 Jul 2026 23:28:51 +0000

I am running W11 and Quicken R68.28. After the last release, Quicken shows this re authorization message when running One Step Update.

This VISA account is non existent, either in the Quicken database nor the relevant BofA access. I can click on the "Remind me next Time", and it will do the update, synching all the financial institutions.

How do I clear this error?

AAAUGH! More Fidelity Core Money Market Fund Issues

Toolworker — Sun, 17 May 2026 00:40:29 +0000

Several managed accounts have FCASH as the core MMF. However the cash transactions come in as buy/sell of CASH. CASH appears in the securities list with symbol FCASH.
The Account Overviews (Holdings) show shares of CASH. The Account Overviews market value is off by the CASH amount. How do I get rid of them? Clicking the + shows no lots, and the Security Report for CASH shows no buy or sell transactions that I could delete, only IntInc.
Accounts with other core MMFs insist on generating Establish Cash Balance transactions on accepting downloads.

Is there no end to this?

CC-503 with First Community Credit Union in Missouri

System — Mon, 20 Jul 2026 23:37:09 +0000

This discussion was created from comments split from: Widespread CC-501 and CC-503 Errors Today.

Huntington Bank - Transactions Not Downloading

rbridges01 — Sat, 11 Jul 2026 11:09:08 +0000

Since, July 8 no transactions from Huntington have downloaded. I've reset, deactivated, reactivated with to change. Please help.

Tools > Retail Purchase Categorization freezes Quicken R68.31 Windows 11

John Ellis — Sun, 19 Jul 2026 22:13:19 +0000

I'm following the steps here:

https://info.quicken.com/win/using-retail-purchase-categorization

When I do Tools > Retail Purchase Categorization and do Get Started, the third screen says "Activate Categories":

When I click Continue or Cancel, Quicken just beeps at me. I let it sit for 30 minutes, no change.

I've made sure sync with the cloud is enabled and a sync successfully completed:

I've restarted the computer and tried again, no change.

Fidelity NetBenefits - doesn't separate my spouses account on downloads

nhttip — Mon, 20 Jul 2026 14:14:14 +0000

Our plan was just migrated from Alight to NetBenefits. Fortunately we had a Fidelity account active as I see there are problems with people trying to setup transaction download with just a NetBenefits account.

My issue is this. My wife & I both have NetBenefits accounts (403b & 401a) that were created. I successfully setup the initial transaction download in Quicken, but when I went to do it a second time for the most recent payroll contribution, it put all transactions in my wife's account. I noticed in the Quicken account setup (and also verified with NetBenefits customer service) that the "account" number is the same for everyone in the plan. The group plans have separate account numbers, but individuals don't. For example Toyota Corp's 403B acct# xyz123, 401a acct# abc789. Everyone at Toyota would have the same account number. Individuals are identified by SSN.

I tried searching the forums and didn't notice if this has been discussed previously. I see there are many issues with NetBenefits, but not this one from what I can see. Is there any type of workaround for this? I assume that the non-unique account numbers might be the issue?

UBS Financial Services, Inc. - OL-301-A

Pat Marshall — Sun, 28 Jun 2026 09:39:45 +0000

UBS Financial Services has OL-301-A error on Windows Quicken Classic Premier. It began on 6/27/26, Last weekend it was a different error and took 3 days to resolve, but now this new error begins less than a week since the last error. This has happened in the past, but the "fix" seems variable.

Here is the text of the Quicken One Step Update Summary for UBS Financial Services.

Your financial institution has rejected your request. Additional information from UBS Financial Services Inc: We are currently experiencing technical difficulties. Please try again later. If the problem persists, please call 888-279-3343.

Fidelity Transactions No Longer Downloading

cliffordsweet — Wed, 08 Jul 2026 14:20:33 +0000

All Fidelity accounts were updated and reconciled yesterday and database was backed up. This morning, I updated to R68.28 build 27.1.68.28. One step update connected to Fidelity. After a long time, I could see "processing holdings" for each Fidelity account but no July 7 transactions downloaded. Online Center shows Fidelity account holdings match, but the cash balance off by the amount of the transactions (eg dividends) that failed to download. for When I tried to add a new Fidelity account, Quicken could not connect to Fidelity.

Fidelity Download still not resolved: Unidentified Security, wrong 403 accounts

IRN — Tue, 02 Jun 2026 17:40:43 +0000

I still have to manually correct all downloads since September 2025. Even after disconnecting/reconnecting with online services.

Quicken Classic Business and Personal

Version R67.10

Build 27.1.67.10

Why did I get email from Bank of America saying "Your consent with Quicken has expired or was revoke

jdparker225 — Mon, 20 Jul 2026 00:42:21 +0000

I got such an email on both July 17 and July 18. The last time I authorised was May 28. May 28 is the date I received my most recent email (at that time) from BoA that said they had received my consent. In the email saying they had received my consent, they said it would be good for 365 days.

I think I have fixed everything by deactivating/reactivating my BoA accounts and I have received emails telling me the authorisation is good for 365 days from today, July 19. So I am not asking for help in fixing this.

What I am asking for is: Does anyone know what is going on? Why did my consent with Quicken expire after about 50 days rather than 365 days?

Thanks

Jim

Has anyone been successful in downloading with OSU from Merrill and BofA in the last 6 weeks?

Twoputt. — Thu, 16 Jul 2026 00:07:38 +0000

Since the conversion to EWC+ I've disconnected all my accts with both and reconnected, changed passwords and I still have not been successful. Merrill blames Quicken and Quicken has elevated the issue to Support and said it's a Merrill issue. I used to be able to with only my Merrill and then using separate credentials connect and download with BofA debit and credit cards. I've had a ticket since 6/12 and no response. I'm sure there are many users that have both. Any help and recommendations will help.

Venmo payments downloading as deposits and vice-versa

Keith Davis — Mon, 22 Jun 2026 21:49:51 +0000

Starting about a week ago, all payments downloaded from Venmo show up in the Deposit column and all Deposits show up as Payments. Anyone else?

why has my Quicken Classic for windows gone berserk?

newsbug — Mon, 06 Jul 2026 01:21:11 +0000

I imported my June transactions from my main bank, did the review, and saw that the balances were off by about $700. Checked and saw that all May transactions had disappeared. Had to close up for the night, so returned to Quicken today and saw that more earlier chunks had disappeared, the green "new" dot had appeared next to all transactions all the way back and some entries from prior months that I had identified and categorized had returned to "check 2345" or "check 998866"

Then, when I fixed one of those prior transactions, it disappeared.

Partners FCU

Yani48 — Mon, 20 Jul 2026 17:01:30 +0000

After ten+ days was finally able to access Partners FCU (using Safari on MAC) after first disconnecting and reconnecting my accounts. Reconnect was acknowledged by Quicken.

Quicken now seems to be able to access their website/Portal but then gets stuck displaying following error (after multiple attempts over past couple of days.

Merged: Bank of America; Re-Consent at Quickens Website?

denmarfl — Mon, 20 Jul 2026 17:03:30 +0000

This discussion has been merged.

Two investment institutions, only one asks for pwd

David7 — Mon, 13 Jul 2026 18:33:43 +0000

I submitted this before, didn't get an answer, and Quicken closed it. Trying again.

I've had a financial institution added for years. It stinks because it doesn't keep the same funds separate in different accounts, but that seems to be them and not Q. Every time I update, I enter the pwd as I don't want it saved in Quicken.

I added a 401k from my current company. It asked the pwd but when I went to update, it didn't ask me for it again. I looked up the Password Vault, which isn't directly accesible from what I've seen (have to go through tools, update, click on it), or whatever it's called. For the first account, it correctly says nothing is saved. For the second, it says "not required." Why would a pwd not be required? I expected to see the pwd I entered. How can it go back out to the financial institution without it?

How do I remove that institution's pwd from the system and have it go into the same "one-step" update that asks for the other's pwd?

RW Baird OL-304 errors (QWin)

System — Mon, 20 Jul 2026 16:32:15 +0000

This discussion was created from comments split from: RW Baird Issues.

Downloaded transactions not finding its way to account

lbishaw — Mon, 29 Jun 2026 19:05:28 +0000

This morning, I downloaded processed transactions from my Chase account into my download file. I then opened it to flow into my Quicken account. But nothing happened. No transactions entered into my Chase register. This has never happened before. I did use .QFX for the file transfer.

Quicken Account Update(s) this Morning, Not Working (Syncing Quicken Cloud?)

Dan13 — Mon, 29 Jun 2026 14:23:31 +0000

In trying to Execute my Daily Updates this morning I have been receiving some "strange" Errors (Quicken Cloud Sync Errors) which also corrupted my file for which I had to Restore from a previous backup. Even upon updating again after the Restore, it seemed to work (taking a long time to process) but unfortunately, it was not a clean update giving me again another Quicken Cloud Sync Error listing a single transaction, dating back to 03/13/2026.

What is going on this morning, Quicken?

The file corruption was based on two accounts whereby the Total Balance was ALL Stars. One Account this was caused by a new record, that had a Bad Date and Stars (*****) within the Charge field which caused all the records afterwards, to therefore, have Stars (******). The Second Account, an existing record, it appeared, from way back, was also changed to to have Stars (******) within the Charge field. (These examples caused the accounts to be suspect in their accuracy, therefore, the best repair, I decided, was a Restore.

Given the above Issues, I Again, Restored my File. This time, I decided before I did anything else like a New Update, I would executed a Syncing Quicken and Quicken Cloud Update again. This took an excessive amount of time to perform. Resulting in the Same Error Message as before on a single transaction, dating back to 03/13/2026. It asked me to "Review the recommended (default) fixes, make changes if necessary, and then click Apply." Below the transaction listed, it says "Invalid answerValue for parameter transfer.clientId."

As a basis of fact, I did this Daily Update Yesterday, Successfully, without any issues!

FYi, Quicken Classic Business & Personal Version Subscription, Windows (Account Update, on

NC SECU Accounts Not Downloading after Member Access Update

jhansen — Mon, 08 Jun 2026 11:59:55 +0000

NCSECU did an update to Member Access digital experience over the weekend, none of my NCSECU accounts are downloading. I have attempted to reset one of my accounts to no avail, it will attempt to login and give me and MFA text, but then errors out. This is an FYI, I don't think there is anything we can do until Quicken fixes it on their end, but any input welcome.

PNC Double Entering ATM Surcharge

wawhite — Tue, 23 Jun 2026 17:52:31 +0000

If I do a cash withdrawal from my PNC account where an ATM surcharge is included, I get two entries downloaded from PNC: One with the withdrawal plus the surcharge, and a second with just the surcharge. I then have to manually delete the second duplicate surcharge. Is anyone else seeing this?

Been using Quicken for 30 years with no issues & past two weeks have been terrible!

jonmcage — Sun, 19 Jul 2026 23:21:39 +0000

Two weeks ago I got your message about the location of the Quicken datafile and several times when I have loaded Quicken over the past two weeks transactions have been missing and Quicken renames my datafile. When I contact support I get the same run around of just reload my backup file. Well, I've done that several times and then end up having the same loss of transactions and having to reload the backup. I have lost confidence in Quicken. I have used it successfully for over 30 years and now all of a sudden it is unreliable. And I get no real help from support. I am paying for an annual subscription and expect the software to work. If this is not corrected and you don't own up to your failures in this I will be looking for new software, reluctantly because Quicken has served me will, but I am to the point where I can't trust the software or your support team.

How can I stop Quicken from downloading scheduled transactions?

Dupree — Mon, 22 Jun 2026 14:12:49 +0000

I use Billpay at my bank to pay my bills. I've set up scheduled repeating transaction with the bank with a set amount so I will never be late by accident. Now that quicken is downloading these future transactions when I update the account, I will never be able to reconcile my account. There are always scheduled transactions with a placeholder amount for bills I haven't received yet. I need to stop syncing these transactions. Is it a setting at my bank? Is it this 'direct connect' thing? It is making thing unnecessarily complicated.

Thanks

"Matching" transaction no longer match existing entries

Jeff Kantner — Sun, 01 Mar 2026 16:54:23 +0000

Q Classic-Windows. I record credit transaction as they occur, then download weekly to confirm I didn't miss or mis-enter something. For decades, the downloaded transactions matched as long as Payee and Amount were identical, and date "close". No longer. Now the download reads "match" but is enter as a new transaction when accepted; the download copy is 'cleared', original is not. Example att'd. Not matched: Category, Tag, Memo, Downloaded ID. Hasn't mattered before. How would credit agency know how the Category/Tag/Memo I used? How would I know the Download ID in advance? I first noticed this is in the last week or two. Is there now a way to configure Q which fields to consider when matching download vs. existing transactions?

duplicate transaction from Chase bank

leonard kearney — Tue, 09 Jun 2026 16:37:58 +0000

reported via help screen and sent to Dale [Edited-Removed Personal Info]

Can I get Quicken's real opinion of Fidelity cash Handling?

Dennis6@ — Fri, 03 Jul 2026 22:32:24 +0000

I have been chasing this problem for the better part of a year; I have spoken numerous times to Quicken tech support and read many of the large volume of comments in the Community forum. I have tried many of the recommended solutions, but they have not helped, and the problem persists. I have tried many of the recommended solutions, but they have not helped, and the problem persists. As I am sure you know, Fidelity shows cash as a holding (FDRXX), and Quicken normally shows it as an entry at the bottom of the register. There are choices about how Quicken will handle this in the account setup, but I cannot get them to work consistently. I force cash to show one way or the other; it works for a while and then changes. I would be overjoyed to just pick one way and stay with it. I have not been able to cleanly balance in a long while and have all kinds of adjustment entries in the mix. Given the amount of discussion on the issue I see, it seems like Quicken should have a definitive answer by now. I would love to hear it. Thanks!

[Edited - Readability]

Account Keeps Requesting to be validated, but It Is Closed and Cannot Be Removed from Update

nineseas — Sun, 19 Jul 2026 20:37:41 +0000

I closed a credit card account with Bank of America. Quicken's Account List shows it as closed, but the column for Transaction Download shows as "YES (Express Web Connect+)". I get a pop-up reminder each time I run update - but there is no account at the bank to provide an update and I cannot remove the account from requesting an update. It is driving me crazy.

I ran a File Validation, but the account still shows up prior to updating accounts. I tried to reauthorize, but there is no account at BAC to connect to Quicken. I tell it "Remind me next time" to get off the pop-up.

Windows 11 Home, Quicken version: R68.31, Build: 27.1.68.31

Update Chase Bank data in Quicken

exumry — Sun, 19 Jul 2026 05:24:35 +0000

Quicken unable to update my Chase Bank data on One Step Update. Says it may be "temporary server issue" or "communication error -Try again later". But it has now been the same problem since early June. No solution is in the works as far as I can tell.