Errors and Troubleshooting (Quicken on the Web) — Quicken

Quicken 2015 assistance via YouTube [Edited]

Rusty9 — Sun, 25 Jan 2026 02:39:25 +0000

I am very disappointed with Q2015 after using Q98 and getting no assistance setting up.

[Edited-Readability]

Quicken Crashing When I attempt to open Any account RE: Update 2/27/2026

vschem49 — Sat, 28 Feb 2026 23:54:53 +0000

This started yesterday(2/27/2026) immediately after Quicken downloaded the update R66.18. I can't open any of my accounts. Program crashes .. Any solutions??? or Suggestions?

Bill & Income Reminders with Splits Do Not Match Desktop Reminders Original Order

markus1957 — Sun, 15 Feb 2026 00:19:12 +0000

Reminders splits in the Web app do not match the order entered for the splits in the desktop. If the split is updated in the web app, it is force sorted by amount from low to high.

This causes discrepancies in the desktop and when syncing, sometimes disconnects the amounts assigned to a category. Tax Planner then provides erroneous data and Reports based on category assignments are also affected.

The order of rows in split reminders should be preserved when synced or the cloud data is reset.

Backup Issue

kmagnush — Sat, 14 Feb 2026 15:47:47 +0000

I am using Quicken version R66.12, Build 27.1.66.12

It was set up to backup the file every time I exited Quicken.

This morning we noticed that that setting was changed to backup every 5 times, and to only save 5 backup versions, that we had earlier set to 20.

What changed in Quicken? How did this happen? I did not change any preferences or download a new Quicken version.

Quicken Web and Mobile are not displaying expenses correctly. Why and how to correct?

Bilwit — Sat, 24 Jan 2026 16:28:50 +0000

I use Classic and just set up the web and mobile versions. All accounts display correctly and are in sync with desktop. But budgets and expenses are not accurate. Expenses for the month of Jan are shown as very high exceeding budget yet when you look at separate categories and the details the transactions show correctly but the totals displayed are incorrect. Is there a solution or are the mobile and web versions just inaccurate? Thanks for any assistance

Can not sync US Bank Investments account with Simplifi personal

begotus — Wed, 11 Feb 2026 19:14:57 +0000

I am able to sync all of my US Bank accounts - checking, savings, credit card, HELOC - with Simplifi. My investment account is not recognized or identified and there is no error. I have tried adding an account through US Bank and US Bank Investments.

Can't access bank accounts

klc217 — Sun, 18 Jan 2026 15:51:06 +0000

My bank accounts through Citizens Bank have the red circle next to the account. When I tried to do the one click update, I got the usual messages. Haven't changed password. I followed the instructions on what to do, but now I have duplicate accounts. The recently created accounts do not have prior years. Not sure what to do.

Cancel and Refund

msvakos4589 — Mon, 08 Dec 2025 03:18:02 +0000

I recently signed up for Simplifi, 2 days ago, and would like to cancel and get a reufnd as I'm within 30 days. Can I do that online? I want to use the Desktop version instead.

Issue Connecting to Axos Bank

spcarney — Sun, 25 Jan 2026 19:45:56 +0000

I am trying to connect to Axos bank but its giving me an error message that says "We are unable to update Axos Bank - Bus at this time. Please try again later. If you continue to experience issues, please contact Simplifii support. Care Code: QCS-0429-2". there are a bunch of Axos bank options and none of them connected. Please help me with this. I just got the quicken subscription on my macbook.

What do I do when my Web has different information that my desktop

jennam — Sat, 24 Jan 2026 22:10:26 +0000

I never enter any information on the web or mobile. I only want to use it to view the information that I enter into the Quicken Classic desktop application. I had a problem with some disappearing data on my desktop, so I restored from my last backup (saved a couple of weeks ago) and re-entered the current information. I synced with the web, but it did not match.

I tried the troubleshooting suggestion of changing the account name and reset the synced data. https://www.quicken.com/support/troubleshooting-cloud-sync-errors/

It did not help. The data is still off. I checked one of the accounts. The data on the web only goes back to May of 2017, but the balance is already wrong at that point, so there is no way for me to find the error/discrepancy.

My desktop data is correct. It goes back to 2002.

I just do not understand why the web does not contain the exact same data as the desktop. They should be pulling from the same file.

Maybe I just need to start over with a whole new file and start from scratch again. This is sooo frustrating.

[Edited-Readability]

What is the problem with syncing a scheduled transaction

Snorkle — Fri, 16 Jan 2026 16:25:42 +0000

I have not been nor really intend to sync to the cloud but for the fun of it I turned on sync and got this. [Edited - Language] Can someone suggest what this means? Maybe there is somewhere in the bowels of quicken data files that would actually show me what scheduled transaction is causing Quicken to complain.

New Quicken Personal and Business User - Manual accounts issue

tbshaw01 — Thu, 22 Jan 2026 16:33:28 +0000

Hello:

I just started using the cloud-based Personal and Business a week or so ago, and I have ALL MANUAL accounts setup. I am a bit "old-school" and prefer to manually enter all of my transactions. Also, this is all on the personal (SImplify) side as I have not setup the business items yet.

I entered everything to date last weekend and used set my opening balance for checking, savings and credit accounts accordingly.

Yesterday, I noticed that all of my balances were way off, and discovered all of my opening balances had duplicated….this stretched across all accounts….checking, savings and credit. I also noticed that some amounts had automatically changed to zero in my checking account.

Again, I have NO ACCOUNTS LINKED to update automatically.

Is there a setting or something I have missed?

Thanks!

An investment transaction appears on the Web app that is not (nor has ever been) on Desktop

JeffPend — Mon, 29 Dec 2025 00:08:56 +0000

When I sync my Desktop (Windows Classic) to the cloud, the web app shows a stock that I don't own and in a large quantity. The stock does not appear anywhere on the desktop. For example, when I access Quicken on my browser, it shows I own 85000 shares of some stock: NEE. On my desktop, Quicken Classic Deluxe for Windows, there is not such stock in my holdings and no transaction for NEE anywhere in the account. How do I override the Web browser and mobile app to match what I have on the desktop? BTW, I have tried resetting the cloud data.

Elevations Credit Union Care Code to.100

asuponcic — Wed, 10 Dec 2025 20:18:17 +0000

For the past 3 weeks I'm getting this error when trying to connect my Elevations account. I work for Elevations and we have been getting nowhere trying to help Intuit troubleshoot this. Nothing has changed on our side and members are able to access their accounts in digital banking without issue. Our members are increasingly frustrated and calling us for answers even though this is not software we have any control or support recourse over. We'd like a better answer for our members other than "contact Intuit" who seems to inevitably point them back to us anyway.

Not syncing Properly from Mobile App to Desktop Software

michael7572 — Wed, 29 Oct 2025 13:43:49 +0000

This is now happening 100% of the time.

I enter an expense on the mobile app. This is a split entry, dining, tax, and tip. I go to the desktop and I only see the date, the name of the institution, and the total amount. The entry becomes uncategorized.

Everything else, totals, etc. match from mobile to desktop.

What have you guys done to Quicken?

webergr47 — Wed, 19 Nov 2025 23:08:04 +0000

None of my Fidelity Accounts line up anymore. Two Roth accounts are 22x off. This is after reluctantly deleting them and starting over with a fresh download. Cash balance will not line up. It took forever to get the Splits fixed - like 3 years I waited. This used to be a good product. I have used Quicken for over 30 years. I just looked at the mess of problems you guys are having at this Post. I think you have lost control and are going to lose alot of Customers. Think im done paying for this headache. Used to be a good product.

I cannot log in my Quicken Account Online Using My New Computer

Exconn — Wed, 19 Nov 2025 04:43:27 +0000

I have a HP Windows 11 Home Edition new laptop. I want to migrate my information to the new laptop. I was going to download and install the software and then copy over the quicken files and the backup files. I cannot log into my Quicken account at myaccount.quicken.com on the new laptop. Am I missing something special here.

Classic Web App logon window goes white on Safari 26.0.1, why?

RandysLens — Wed, 05 Nov 2025 02:40:49 +0000

Long time user of web app for Quicken Classic with no problem. MacOS update to 26 finds the app login window goes white. Clicking on the white window where to login name would be brings the window back to life enabling use of app on web. This is not a problem on Chrome. Any suggestions on how to solve the Mac Safari behavior, other than patience?

Checking and savings accounts wont sync with Mobile/Web

Echocardiologist — Mon, 20 Oct 2025 13:15:30 +0000

I tried the suggestions, but still not able to sync my checking and savings accounts to the Web app.

receiving "Invalid Quicken ID of Password" on iPad

DCO — Sun, 02 Nov 2025 15:32:42 +0000

I keep getting "Invalid Quicken ID of Password" when logging into Quicken on my iPad using Safari or Chrome. I have no issues logging into Quicken on my Windows based laptop. Popup blocker is not on with Safari, and I've used both private and not private access. No issue with signing into the Quicken Classic app.

Merged: Elan Financial Services and Quicken Are Pointing Fingers At Each Other -- AGAIN

Stud Hoss — Tue, 21 Oct 2025 20:27:08 +0000

This discussion has been merged.

Why doesn't Fidelity Investments transactions download into Quicken?

Harvey Rothfeld — Mon, 20 Oct 2025 19:45:01 +0000

I am using Windows 11 and the latest upgrade to Quicken Classic Deluxe. Downloads to Vanguard work well. Download transactions stopped on 9/10/2025

"Backup Date" incorrect in 'Local Backups' in 'View/Restore Backup Files'

RoofHousehold — Tue, 30 Sep 2025 16:15:03 +0000

Using Quicken for Windows, R64.30, Build 27.1.64.30, there is a backup date inconsistency when clicking the online backup icon at the top (right hand corner). See ATTACHMENT. If one selects 'View/Restore Backups…' in the drop-down menu, selects 'Local Backups', the backup date shown in the left column doesn't match the date when one hovers over the same line in the 'Size' column. The 'Backup Date' column represents 'real time' in my time zone, but the time under the 'Size' column is off by two hours (probably a Savings Time offset). However, this is VERY confusing to the local user (especially new users). Quicken: please correct this so they show the same local time.

CC-800 Error - One or more accounts has been deleted

jgrunner — Wed, 17 Sep 2025 20:01:26 +0000

Each day, when I update, I get the error telling me that one or more of my accounts has be deleted. I believe I'm having this problem because the bank has one more account than I have on Quicken. This is an account where I am a co-owner, but they are not my funds and I don't wish them to appear on my account list. I can't figure out how to stop this error.

How can I remove closed accounts from dashboard

HarryMin — Tue, 02 Sep 2025 21:57:37 +0000

I have done everything possible, and reset my cloud data several times and they keep popping back up

Checking and savings accounts wont sync with Mobile/Web

Echocardiologist — Wed, 20 Aug 2025 15:31:17 +0000

I recently noticed that my checking and savings accounts show a zero balance on the Web version of quicken and when i go to settings they are labeled as "Disconnected". I tried to add them from the laptop version by checking the boxes and hit update, but it still wont work. I also tried resetting the cloud data too. Has anyone one else had this issue?

CC-503 Error with SSFCU – Ongoing for 2+ Weeks, No Resolution

hgonein60 — Wed, 27 Aug 2025 02:59:58 +0000

Hi all,

I’ve been experiencing a persistent CC-503 error when trying to connect to Security Service Federal Credit Union (SSFCU) via Quicken for over two weeks. I’ve taken the following steps:

Successfully logged into SSFCU’s website using my credentials
Changed my password to ensure compatibility (no special characters)
Verified with SSFCU support that the issue is on Quicken’s end

Despite this, Quicken continues to reject the login during One Step Update. I’ve tried resetting the account connection and updating the Password Vault, but nothing has worked. SSFCU confirmed they maintain technical controls that may block third-party access deemed high-risk.

I’m using Quicken Classic Premier 2025 on Windows 11. Is anyone else still seeing this issue with SSFCU? Has Quicken acknowledged it or offered a timeline for resolution?

Any workaround suggestions (like QFX imports or switching connection methods) would be appreciated. I’d prefer not to manually import if there’s a fix in progress.

Thanks in advance!

Debbie

Something isn't quite right here error message using quicken web version in Chrome

gzdmnx — Sat, 19 Jul 2025 21:14:26 +0000

Hello, I continuously get "Uh Oh. Something isn't quite right here" message when I try to login to quicken on the web using Chrome on Windows. If I use Edge, I do not have an issue. However Chrome is my preferred browser and I would like it to work in Chrome. This happens when I attempt to sign in, I don't even complete the sign in process (it does not get to my password screen) and then I get this message attached.

Quicken(web) cannot connect to TreasuryDirect ( Care Code: FDP-108 )

jpqkn — Mon, 04 Aug 2025 04:11:17 +0000

Hi,

I try to connect my TreasuryDirect ( individual) account today.

After I input my Account number and password, the page is refreshed to ask to OTP code , which TreasuryDirect send to my email address. After input the OPT code I received from the email, I got below page. I have :

a. re-keyin the Account number and password again ( after press "connect", it jumps to previous page to ask for OTP code again)

b. I log in TreasyDirect where it requested me to change password ( seems previous log in through Quicken triggers some authentication check to request me to change password). I changed password and back to Quicken and try to log in using new account + password, back to the page to request OTP code …

Getting Quicken Data About Recipient E-mail Address

AttorneyGuy — Sat, 12 Jul 2025 19:45:16 +0000

Hello, I am an attorney assisting a client who uses Quicken to invoice.

Quicken offers a feature where the business using Quicken can see when an invoice was sent to a customer, when the customer opened the invoice, and what e-mail address the invoice was sent to.

However, when the business sends the invoice to a new e-mail address, it does not allow me to see the old e-mail address the invoice was sent to.

In November of 2024, a small business had to sue a customer for non-payment of an invoice. The small business owner used Quicken to send the unpaid invoices to me (his attorney), and now it only shows my e-mail address (the attorney) as being the recipient. It does not show the original e-mail address that the invoice was sent to.

For legal reasons, I need to be able to see the original data on who the invoice was originally sent to.

Can you please assist me to see the original data on who the invoice was originally sent to?

This is browser-based Quicken for Microsoft.