Paying Bills, eBills & Scheduled Transactions (Mac) — Quicken

Anyone have a functioning Wells Fargo Credit Card eBill and account register?

Bob. — Sat, 04 Apr 2026 21:59:51 +0000

Here's the story:

For the longest time Wells Fargo Visa would not work as my Checking is Direct Connect (and MUST stay that way for Wells bill pay) and the Visa required Quicken Connect.

A few months ago I chatted several with a great support person who pointed me to Wells Fargo Credit rather than the Wells Fargo bank to activate downloads for the Visa and it worked like a charm! My memory being what it is, it might have been Wells Fargo Card Services, but I think credit.

A week ago or so, Quicken reported I need to reconnect to Wells Visa and I did. Its odd, that to do that I had to also check my checking (which is direct connect) and the check box could NOT be cleared. Pre-checked for me. I reconnected and linked to existing for the Visa.

Then EVERY new CHECKING transaction ALSO showed in my VISA register!!! I had to keep deleting them. Really. A Paid check, new deposit - all duplicated in the Visa register.

So I disconnected the VIsa, went to reconnect and again, cannot uncheck the Checking when trying to reconnect the Visa under Wells Fargo Credit. And I also cannot link to existing any longer.

Checking seems to be working just fine and is Direct Connect. My hunch: Wells did something odd and for Credit Cards have them incorrectly linked with Checking and this all happened with their required "reconnect accounts".

Anyone having this work right now? Especially if Checking Direct and Credit Card Quicken Connect? And if so for credit card, what is that connected to for online services?

Thanks.

Questions on Fidelity Rewards Visa

Bob. — Thu, 23 Oct 2025 14:30:17 +0000

Is there anyone currently getting their online bill since the new biller ?

If so, what are you using for the Payee?

Prior to this, I used Elan Financial Services, or more accurately Transfer:[Elan Financial Services (Fidelity Visa XXXXXX)] or something close. hard to see it now, but you get the idea.

Now using Transfer:[Fidelity Visa XXXXXX]

As you can see, I am overdue get a new bill and it oddly shows a Minimum due, yet no Amount Due. Or date due. It should have appeared 4-5 days ago.

Have I selected a wrong payee? If you ARE functioning, please share what your payee is set to! Could this possibly be why no new bill is arriving?

BTW, both Fidelity Visa and Elan Visa have the same address and same account number in my Payees list.

This has become very confusing with the New Biller and Fidelity/Elan biller for the Visa Card.

Thanks!

PS. Too long to scroll the payee list to a Transfer: [Elan….] but I am sure it is there.

Can I stop using eBills if I don't like it?

Perry Smith — Wed, 25 Mar 2026 13:51:04 +0000

I get prompted to try eBills and I'm 😱scared 😱. I'm an old guy and set in my ways. But I'm willing to try things out IF I can back out if I don't like them. My question is simple. Can I try eBills out and if I don't like it tell Quicken within 10 to 15 minutes of clicking, etc to stop bothering me with this "eBill stuff"?

How Do I Remove the Type "Bill Pay" from a Manual Bill? (Q Mac)

simflight — Thu, 05 Feb 2026 19:41:15 +0000

Hello,

I'm using Premier 8.4.2 on a Mac OS 26.2. All of my bills are manual bills, so on the Bills & Income tab I usually filter for Manual Bills. Today I removed all filters and discovered that one of my bills has a Green $ icon in the type column. Hovering over the icon shows "Bill Pay". If I then filter for for Bill Pay Bills, it shows up there on its own.

I've looked through the discussions on this and find several posts claiming this was a bug that was fixed back on version 5.XX.

Is there a way to remove this incorrect type so all of my bills will show up as manual bills? I tried editing all instances by making a few changes and saving, but this didn't save the problem. I've been using Quicken for a few years now, but I am new to Quicken on the Mac.

Thanks for any suggestions you may have!

Larry

How can the check register show my future scheduled deposit? (Q Mac)

rupleys — Thu, 05 Feb 2026 17:07:58 +0000

I closed one bank account so am expecting a cashier's check in the mail. Allowing myself 5 days I added a future deposit of the check into my other bank account. Now it does not show up anywhere, even though I have the register set to show reminders for 14 days. I realized the amount was slightly off and wanted to correct it!

Scheduled bill (e.g. credit card) amount based upon balance due (Q Mac)

cmobergfell — Thu, 05 Mar 2026 17:07:05 +0000

Windows version for years has allowed the scheduled bill for a credit card to be projected based upon the current balance. Mac version does not, and still does not give that as on option even with the current 8.5.1 release. New features are touted in the update "what's new" screens such as the average amount over a period of time, the amount from 1 year ago etc and even notes current balance. But when you go to transaction to edit it, the current balance option is not available.

Unable to edit splits on a manual bill prior to payment (Q Mac)

compusol — Thu, 05 Mar 2026 01:08:04 +0000

I have several manual bills with splits that are enrolled in the payee's autopay. The scheduled payment amount, and the splits, are fixed amounts. When I receive the actual bill I can edit the total amount, but not the splits. Editing the instance only allows me to change the total amount of the bill. This causes an Uncategorized amount equal to the difference between the scheduled amount and the actual amount to be automatically entered which I have to remember to go back and change after the fact. Why can't I edit the splits for the pending bill prior to the payment date without editing all the instances of the bill?

eBill Status: Enrollment Pending

jobworker — Sat, 28 Feb 2026 18:31:38 +0000

I used to have my SDG&E account paid by Bills & Income. Then a couple of of months back it ceased to work. Every now and again I try to activate the Bills & Income payment feature. This is the result I get. See attachment of screen shot. I don't know where the problem lies, with SDG&E or Quicken.

Bills and Income - Ability to relink to an account [Edited]

raforbes — Mon, 16 Feb 2026 17:55:52 +0000

I set up transactions in Bills & Income to forecast finances. I have had times when one of my accounts gets "off" and I need to delete it and download a new copy from the bank. It has been a while but I just needed to do this. Instead of trying to remember all the transactions I have setup I would like a way to either export and import them OR have them remembered and then allow me to relink them to certain accounts.

Why is it that we got a down grade in service?

rdcplais — Sun, 28 Dec 2025 12:14:26 +0000

I have ebillls that I used to be able to connect to, but I am no longer able to connect to. I consider that a downgrade in service. If this has anything to do with the other companies, then Quicken needs to get on the ball to get these companies back on board. It’s not nice to offer services and increase prices and then take away the services. I suggest fixing the issue or lowering the prices. I really would like this issue fixed. Please let me know when this can be done. Thank you!!!

[Edited-Readability]

"Failed to Download Payment Info"

HPeet — Thu, 05 Feb 2026 18:49:25 +0000

Starting on 2/3/26, I can no longer use Check Pay. I am getting the following Error Message: "Failed to Download Payment Info"

Bill Alerts - Something I am missing?

Bob. — Mon, 26 Jan 2026 18:35:45 +0000

I see no indication a new bill has arrived in Quicken Mac Bills and Income unless I look carefully under the eBill column to see a date an amount has changed? Am I missing something?

Above this Wells Fargo bill has not yet been grabbed. When it is 3 will change to Feb 28th. But I never see anything in that first column 1 (what IS that called) where I might expect to see an indicator and 2-activity - seems to only have an indication when a bill has been paid. Not when arrived,

Am I missing an easy way to tell when a new bill has been updated here?

What is the correct procedure to link to Xcel Energy for eBills? Enrollment fails every time for me.

majorgear — Sat, 10 Jan 2026 23:46:18 +0000

I'd like to link to my Xcel Energy account and receive eBills.

Here is what I've done so far:

I created a biller named named Xcel Energy.
I clicked on "Link eBill", located Xcel Energy, and entered the account information on the form, making sure it matched the information on my most recent statement.
I clicked "continue" and entered payment and schedule information.
I submitted the request

I've done this twice. Each time, it will say "Enrollment pending" next to the biller until enrollment fails.

Then I'll click on the 3 dots and select "fix biller" and repeat entering account and schedule information.

Enrollment information form screenshot ( no person information for privacy reasons )

Error message screenshot

What I've noticed:

It never asked me to log into my account.

How can it enroll me for eBills without authenticating me? That missing piece might be why enrollment is failing.

I'm on macOS 26.2 and Quicken Classic 8.4.1. I have 7 other eBill enrollments that are working, only Xcel Energy is failing to enroll.

Help!

Quicken Classic Mac mismatched scheduled transaction problem

RS170 — Sun, 01 Feb 2026 13:12:47 +0000

Just moved over from Windows Quicken to Mac Quicken and the scheduled bills work totally different and caused me to miss a planned payment due to a mismatch with my checking account. I had a scheduled payment on 1/28 for Discovercard, and when I updated my checking account, Quicken Classic matched a 1/22 checking transaction with just the same dollar amount at Publix to my future discover card scheduled payment. Since I am new to Mac Quicken, I did not catch the mismatch and missed a payment to Discover. In Windows Quicken the future bills were not part of the check register until I paid them which posted them to my check register. Therefore It never made this kind of error in matching transactions. Is there a way to better handle this to keep the scheduled bills from being in my check register until I mark them as paid? Or, a way to force a better match of downloaded check account transactions? Any help would be greatly appreciated.

QuickPay Payment Delay

JDT — Mon, 01 Dec 2025 17:58:02 +0000

QuickPay payments are taking too long. Payment clears my account within 24 hours but takes at least 5-6 days to post to the payee. It appears someone is making money on the float in this case. I can pay much quicker through my bank or through the payee website.

New Online Billers

Bob. — Tue, 20 Jan 2026 22:18:39 +0000

Could not find an open topic, starting one again.

We do not get updates on Billers being added. No information at all which I find a slight to customers who have lost functionality. Lots of talk and disappointment previously on that.

Today I shopped Auto Insurance as renewal is up. Turns out a better deal elsewhere so changed companies. Was absolutely amazed GEICO is not a supported biller! The list for me and some others is more bills not supported than are. Several that are supported do not work. Several that were with the old biller are no longer. Several extremely popular billers like GEICO, Netflix, Hulu, Adobe - ghosts.

I think attention to this needs to be kicked up more than a notch. Still dumbfounded no Geico.

There does not seem to be a single topic where users can request billers to be added. I and others suggested that several times. Feel free to add to this as far as I am concerned. Perhaps we are not being vocal enough?

Just installed Quicken Deluxe for Mac 2026

Lab925ch — Sat, 17 Jan 2026 19:48:56 +0000

Getting through ok Except :-( , I scheduled a number of scheduled payments that will occur every month/year in the future. However I can't find the list and they do not appear in the accounts. Under Bill & Income > nothing. I set each account to "next 60 days; all accounts; Any Type. The internet mentioned filters, where are they? All accounts are set to "manual", so they're My not in the cloud. My Version 8.4.2 MacOS 26.2. Checked file menu's top and bottom. I'm at a loss.

Bill

Add additional frequencies to Scheduling Bill/Deposit Reminders

volkswagen725 — Sat, 03 Jan 2026 18:34:57 +0000

SSA checks are issued on the 4th week of the date you start receiving. Every 4 weeks does not work… any the dates are off.

Or just allow for custom frequencies?

Bank Bill Pay

Richard@ — Thu, 08 Jan 2026 21:23:24 +0000

I am really fed-up with the inability to connect to previous e-pay billers under the new provider. Keep getting messages the the biller is not supported at this time. I thinking of changing to Bank Bill pay with Quicken.

Does anyone know if Citizens Bank Mid Atlantic support Direct Connect and Bill Pay with Quicken? I can't seem to get in touch with anyone at the Bank who is knowledgeable on this subject and can give me a yes or no answer.

Thank you in advance,

Richard

I am on QMac Premier V8.4.1

Bill Manager cancellation email - Quicken says it's not cancelled

emilyhibard — Fri, 05 Dec 2025 17:29:08 +0000

This morning, I received this email, stating that my Quicken for Mac Bill Manager subscription was cancelled and that several check pay payments have been cancelled. I called Quicken and was told my subscription has not been cancelled, and that these check pay payments have not been cancelled.

Quicken said they did not send this email. Is this a phishing email?

Has anybody else had this?

Quicken email error 12-05-25.pdf

New Bug in QMAC Billers

Bob. — Wed, 24 Dec 2025 15:39:07 +0000

Started today and a first for me in QMAC. After one of the two latest updates. Has been reported from the app.

New bill came in on time today. I have said before and will say again one has to squint to see a new bill. NO visual indication a new bill arrived. No color, box, button. not on top. Nope. But, it came in wrong for the first time in MY experience.

It is using the last amount paid instead of the amount set in the series which is 0.00. QWIN does this all the time, when it even gets a bill, but this is a first for QMAC.

First should be 0.00. Second should be 65.00. Third and fourth correct.

Changing comment in MEMO/NOTES column of Scheduled Transactions

William Day — Sun, 21 Dec 2025 00:41:42 +0000

In November 2025 I was able to change the comment in the MEMO/NOTES column for scheduled transactions. That capability is no longer present. What happened?

Nordstrom link still broken

Scott20 — Tue, 09 Dec 2025 21:48:46 +0000

The update to Nordstrom Bank has been broken for over a year, this appears to be a Mac version only issue? Online support sent me a status link last updated in MARCH.
Why should we pay an annual fee for an application that requires me to manually enter every transaction? Are there any plans to fix this issue, which appears to have been resolved on Windows?
Or at least tell your IA engine not to reset the link 3 times, when it's a long known bug on your end?😡

Unable to connect to Quicken Cloud

RebelTX812 — Sat, 13 Dec 2025 16:45:05 +0000

I have an older version of Quicken 7.10. iMac too old to upgrade OS. Is EBILL not supported anymore on this version of Quicken? My EBILLS are no longer linked & when I try to link them I get a message that I can't connect to Quick cloud. I have tried turning off my firewall with no changes.

$app_build_number: 710.55389.100$app_version_string: 7.10.1
$model: iMac15,1
$os_version: 11.7.10
$screen_height: 1440
$screen_width: 2560
aggregator: FDP
app_bundle_identifier: com.quicken.Quicken
clientDocumentId: BDDA609C-1715-4570-8C4F-B7E893BB0649
cloudStatus: 0
current_appearance: light
current_version_crash_count: 0
dataset_creation_date: 2023-06-22 02:02:32 +0000
dataset_id: 385158158798587136
dataset_platform: QMAC
date (CST): 2025-12-13 10:30:27
date (GMT): 2025-12-13 16:30:27
date (PST): 2025-12-13 08:30:27
desktopFileGuid: BDDA609C-1715-4570-8C4F-B7E893BB0649
document_qcs_id: 30997516446890496
documentDisplayName: Bruce & Vicki.quicken
documentUserId: 30997516446890496
documentUserName:
early_access: 0
executable_architecture: 16777223
installation_id: 189EF5C3-F237-401A-8837-73C84E8EDA1A
is_executable_architecture_intel: 1
last30days_crash_count: 0
last48hours_crash_count: 0
launch_id: C197C0BD-86DC-4A97-A982-133BC3C18B1C
localTimeZone: America/Chicago (CST)
mp_device_model: iMac15,1
rawAggregatorPref: fdp
receiptUserId: 30997516446890496
receiptUserName:
subscriber: Subscribed
syncNewAccounts: 1
system_appearance: auto
systemTimeZone: America/Chicago (CST)
tier: Deluxe
tier_country: US
total_crash_count: 0
userTypeV2: WINBACK_LEGACY

errors count: 1

error #1
level: 4 (Debug = 0, Critical = 6)

description:
Quicken cloud services error. (client error)

suggestion:
Try again later.

system description:
bill presentment billers download: client error

response:
(null)

request:
(null)

object:
(null)

AMEX Checking Acct setup for Quick Pay or Check Pay Fails (Q Mac)

Mark Lawrence — Sun, 14 Dec 2025 17:10:28 +0000

Am I the only Quicken user getting this error…?? The account is setup and downloads transactions just fine. Quicken can't complete the verification process and all required information is correct.

Does Quicken have pop-up reminders for upcoming bills anymore? (Q Mac)

Joe Spagg — Fri, 12 Dec 2025 23:31:24 +0000

I'm using Quicken Classic Deluxe v8.3.3 on MacOS Tahoe.

I have several scheduled bills set up in Bills & Income. Right now, the only way I know I have upcoming bills is if I go to the Home screen, Bills & Income screen, or the related account's register.

Several years ago I distinctly remember having pop-ups announcing I have a bill payment due. The reminder would appear prominently, regardless of what Quicken screen I happened to be looking at. In other words, if I had a credit card payment due Quicken would notify me without having to go looking for the reminder.

I looked in the help topics and can only find instructions on how to enter a new bill reminder but there is no mention of an option to see it in a pop-up

Delete "New Check Pay Payee added" email notification (Q Mac)

emilyhibard — Tue, 09 Dec 2025 00:29:49 +0000

It appears it's impossible to unsubscribe or turn off the "New Check Pay Payee added" email notifications. Considering the volume of bills I pay, these unnecessary email notifications clog up my inbox.

I recommend giving users the option to unsubscribe or turn these email notifications off.

Moving an estimated tax payment early

Stu Janis — Mon, 01 Dec 2025 16:42:12 +0000

I have my estimated tax payments entered as scheduled transactions. I'm going to be making what would normally be my January payment on December 15. I edited the transaction in the Bills & Income window to reflect a December payment; however, when I look at the register for my checking account with reminders for the payments due in the next 30 days, it doesn't show it as an upcoming payment. If I change it to show reminders for the next 60 days, it shows up as a scheduled payment on December 15. What's up with that???

Biller Availability With New Bill Provider?

defterdar — Thu, 11 Sep 2025 15:19:42 +0000

Since Quicken is now using a new bill provider, I relinked my existing bills. However, I cannot find my utility companies for water and electricity that were linked before.

It seems like there were more billers available with the previous provider. Is the availability more limited with the new provider, and is there an effort to bring it back to parity with how it was before?

Is there a report that shows an account's minimum balance within a specific date range?

DrWhy — Sat, 25 Oct 2025 16:01:41 +0000

I would like to see a report that shows me the minimum balance in my checking account over a certain period of time into the future. This helps me plan how much excess cash or shortage I am looking at in the next 30-45 days.