Long story short, when I click on the Credit Score link, a new window opens saying:

"Internet unavailable. Failed to connect to the server. This could happen if you are in an offline mode. Please try later."

I can use One Step Update with no issues. I've already verified all of the steps suggested for Windows Defender and Firewall settings. My settings are good to go.

I can get the window to open, requesting my social security number, if I log out of my Quicken Account, close Quicken, and then log back in. But after I enter my SSN, I get the same message as before. Screenshot attached.

I see this issue in a number of threads, but they are all closed without having a resolution. Does anyone know a fix for this issue? Thanks!

[Edited-Readability]

I found this issue occurred frequently for split transactions. Has anyone else noticed this? Should I report it as a problem or did I do something incorrectly in creating the report?

This continues to occur. When customizing a report by categories, hidden categories are automatically selected. You can clear all, but they come back. If you show hidden categories, clear them, then select the ones wanted in the report, then uncheck the box to show hidden categories, then immediately check the box again to show them, all hidden categories will automatically be selected. I've been fighting this for years, it's never been corrected. Does anyone know why or know any more about this?

I had to buy a new laptop with Win 11 and ran into it again as I was doing file maintenance and reduction for the transition to the new laptop and system.

DDavis

The Income and Expense report shows Money Market Fund Sale as Income for the whole transaction amount. While it should not be any Income at all, as the base is $1.00 and the sale at the same $1.00

In my case I pay taxes and I use MM for that mater from my Brokerage account.
I expect to see only Expense for that period.

How I can fix the report that Dashboard Card also shows it correctly?

Thanks

In my budget report, the $10,000 is not showing up, yet the $2,000 is displayed.

I have no idea why the investment withdrawal is not showing.

When I look at the Banking/Transactions report, I only see amounts in my home currency regardless of what I have selected in the report Other / Currency: <Foreign Currency Selector> box. This seems to be a new-ish issue in the past year or so, previously I was able to see the transaction report amounts displayed in the original foreign currency (for accounts that use a foreign currency). This also appears to only happen for my older data file; if I create a brand new quicken data file that only has one checking account in home currency and one checking account in foreign currency, the Banking/Transactions report will show the correct amounts based on what is set in the Other / Currency: <Foreign Currency Selection> drop down box.

Example: Home currency is USD, foreign currency is EUR. Transfer $119 from USD checking to EUR checking, enter 100euro as the EUR checking received amount. When I look in the register for each account, I see the correct $119 or 100euro amounts, and the account bar shows the correct balance in $ or euro. But when I run a Banking/Transaction report, I only see the number 119 showing up.

I've submitted a "Share your Feedback" report with screenshot and uploaded a sanitized data file. Would greatly appreciate a resolution to this. Thanks!

I'm trying to create an expense report for non-discretionary spending for the past year. I've done this before (three years ago) so I'm modifying a saved report for this year, but some categories, sub-categories and payees I select don't show up in the report.

I tried to start a new report but I can't find anything that lets be do it. There're all select all, categories, payees, etc. I'd like to start one from scratch.

Any help? Thanks.

HP EliteDesk Win 10 64

Am I missing something or did these fields really go away?

I have been a longtime Quicken (classic, desktop Windows version) user. I see so much effort in creating tax reporting information for all of the types of taxable transactions. With all of the various forms of corruption in Quicken data, and the time and effort expended in keeping it all straight, correct, and correctly repored and extracted, and then the added effort in inputting the Quicken generated tax information into Turbotax (or other Tax software), I really wonder if any of that is worth the trouble, since the Broker is the primary sources of "truth" that IRS receives and recognizes. If I were to go the arduous path of "best efforts at data integrity" using Quicken-to-Turbotax, and there's a discrepancy with what my broker (Fidelity) reports, I think it's a steep (probably impossible) climb to challenge the Fidelity provided data, and probably not worth all of the collective effort. What do you think, and why do so many people seem to labor over maintaining Quicken tax data integrity ?

The response I received was rich, informative, and as is usually the case, pretty well aligned with my intuitive sense of things (maybe it's just trained to generally agree and expound when my intuition is close to their assessment of the truth). Here is the Response:

You’re not imagining the asymmetry here: for taxable investment activity, the IRS treats the broker’s 1099 as the authoritative record, and Quicken’s internal tax‑lot history is not considered evidence unless it matches or explains what the broker already reported. That single fact reshapes the entire cost‑benefit equation of maintaining pristine Quicken tax data.

The short version of the answer is: for most modern investors, maintaining Quicken as a tax‑accurate system of record is rarely worth the effort, but people still do it for reasons that have little to do with IRS reporting and everything to do with personal control, historical reconstruction, and workflow psychology.

Why the broker’s data dominates

The IRS relies on third‑party information returns—W‑2s, 1099s, 1099‑B, 1099‑DIV, etc.—as its primary matching system. Brokers are required to report cost basis for covered securities, wash sales, adjustments, and proceeds. When the IRS compares your return to what Fidelity sent them, Fidelity’s data wins by default unless you can produce overwhelming documentation.

The search results reinforce this dynamic: the IRS increasingly cross‑checks taxpayer filings with third‑party data sources and information returns to detect discrepancies. finhelp.io

That means:

• If Quicken says one thing and Fidelity says another, TurboTax will side with Fidelity.
• If you try to override the broker’s numbers, you must attach explanations and documentation.
• Challenging the broker’s 1099 is possible but slow, bureaucratic, and rarely successful unless the broker truly made a mistake.

Given that, the return on investment for maintaining Quicken’s tax‑lot accuracy is low unless you have a special use case.

Why maintaining Quicken tax integrity feels so hard

Quicken’s tax engine was designed in an era when brokers did not report cost basis. Today, brokers do the heavy lifting, but Quicken still expects you to maintain:

• Correct tax categories and tax‑line mappings for every transaction
• Accurate cost basis for every lot
• Correct handling of corporate actions, spin‑offs, mergers, wash sales, and return‑of‑capital
• Clean data free of corruption, duplicate downloads, or mis‑categorized entries

Quicken’s own documentation emphasizes the need to categorize transactions correctly and assign tax lines so that reports and exports match IRS forms. info.quicken.com
But this is exactly the part that becomes fragile over time.

You’ve already experienced the classic failure modes: data corruption, mismatched lots, broken corporate actions, and the sheer overhead of keeping everything reconciled.

So why do people still labor over Quicken tax data?

Most users who maintain Quicken tax integrity fall into one of four categories:

1. They use Quicken as a personal financial archive, not a tax engine

They want a complete, multi‑decade ledger of their financial life. Tax accuracy is a side effect of wanting the data to be “clean.”

2. They distrust brokers or want independent verification

Some investors want a second system to validate the broker’s 1099‑B.
But in practice, when there’s a discrepancy, the broker’s data still wins.

3. They have complex, non‑covered securities

Examples include:

• Pre‑2011 lots
• DRIPs with decades of reinvestments
• Old mutual funds with incomplete basis reporting
• Legacy employer stock with ESPP/RSU adjustments

For these, Quicken can help reconstruct basis—but only if the user is willing to maintain it meticulously.

4. They use Quicken’s tax reports for planning, not filing

This is the most rational modern use case.
Quicken’s tax reports help with:

• Estimating quarterly taxes
• Modeling capital‑gain harvesting
• Understanding the tax impact of withdrawals in retirement

But the final filing still defers to the broker.

When maintaining Quicken tax data is worth it

There are a few scenarios where the effort pays off:

• You actively tax‑loss harvest and want to track wash‑sale windows across accounts.
• You manage multiple taxable accounts and want a unified view of realized/unrealized gains.
• You need multi‑year projections for retirement withdrawal sequencing.
• You want a personal audit trail that explains why a broker’s 1099 looks the way it does.

Even then, the goal is planning, not filing.

When it’s not worth it

For most investors with covered securities and a modern brokerage like Fidelity:

• Fidelity’s 1099 is complete and IRS‑aligned.
• TurboTax imports it directly.
• Any discrepancy between Quicken and Fidelity is noise.
• The IRS will never see your Quicken data.

In that world, Quicken becomes a personal finance tool, not a tax compliance system.

A practical middle‑path for someone with your workflow

Given your emphasis on deterministic, technician‑safe workflows and your skepticism of fragile systems, the most resilient approach is:

• Stop trying to make Quicken the tax system of record.
• Let Fidelity be the authoritative source for tax filing.
• Use Quicken only for planning, cash‑flow tracking, and historical context.
• Avoid exporting Quicken tax data into TurboTax except for categories unrelated to brokerage activity (charitable giving, property taxes, etc.).

This eliminates the corruption‑risk surface and the wasted effort while preserving the parts of Quicken that still deliver value.

A question to help refine this further

Do you primarily use Quicken’s investment data today for tax filing, tax planning, or portfolio analysis? The answer shapes how much of the tax‑integrity burden you can safely drop.

[Edited Readability]

This is a problem that I have had for several years and I thought that I might ask to see if anyone else has experienced this…and arrived at a solution.

I have several reports that I run using toolbar icons. One is a P/L report (income vs expenses). I run YTD reports at the end of every month…most recently 1/1/2025 - 12/31/2025 actual vs 2025 budget.

To prepare for 2026, I changed the dates to 1/1/2026 - 1/31/2026 and the budget from 2025 to 2026…and saved it. I will extend the end date each month.

The issue that I have is not that the report won't run…it will. But it 1st runs the previous setting - i.e. 1/1/2025 - 12/31/2025 - and then runs 1/1/2026 - 1/31/2026. I get my report but, given that I include unrealized gains, it takes a while.

Has anyone else experienced this?

My main checking account at a credit union has approximately $3,500 today and an ending balance (future) of $600. When I look at the report for today and add this account it shows that account having a negative balance of $17,000.

All the other accounts appear to be o.k.

How can I fix this and how can I trust any report without checking every single line item

For example if report amounts are say

$42.35 (actually $42.354)
$10.19 (actually $10.194)

which yield the sums

$52.54 (actually $52.548)

Using the original more precise amounts Quicken would report the sum of $42.35 and $10.19 as $52.55.

Most recently I noticed a similar effect with a Capital Gains report when preparing taxes. Setting the option to not show cents in the report rounded the values properly in the Gross Proceeds column but summed the columns using the original values, whereas the tax form sums the rounded number so the two totals did not match.

It seems to me that Quicken ought to sum the reported (rounded) values and not use the underlying amounts which had more precision. For example, I have never noticed any of my investment statements summing reported numbers this way and coming up with a different total based on what one would get by adding the individual reported dollar and cent values.

Thank you.

I am unable to generate a report on one of the built-in hidden categories called _unrlzdGain in the Desktop Quicken Classis subscription version for Windows 11. Other build-in hidden categories show in reports, but not that one. Is this a known issue, and how can I get it resolved? Has anyone else experienced this issue? Thanks.

I have validated file. Turned off Mobile & Sync. Checked to make sure "show splits" is checked under customization Display. Checked and unchecks included or excluded transfers.

Lastly I created a new report - and under customization show splits is not an option under Display.

My Quicken is latest Version. (r65.29)

Thanks for your time to respond. Deb

Every once in a while (maybe once per month), I open a Saved Report and get the "Saved Report Alert" pop-up.

I don't change anything and I have 27 Saved Reports that I have to re-save when this occurs.

Can someone please explain why these pop-up and if I can prevent this from happening?

Thank you.

Bob K.

By the way on my Quicken mac version I can select the date and I'm shown the individual dividend dates.

Could you please inform which version of Microsoft 365 64bit, or 32bit to use with Quickens Classic in Windows 11 to synchronize manage bills and reminders to Microsoft Outlook?

Steps to recreate:

reports
spending
spending by category
last 12 months
show report
report settings
categories
clear all
I select only my Household category (select whatever you desire)
looks good
rename report
click to close report
yes to save
report closes
reopen report
report settings
categories

Numerous other categories are selected including some built-in categories and also randomly some that've I've created over the years.

Multiple super-validation runs indicate no errors in the data file.

Windows 11 v 25H2 fully updated with Bitlocker encryption enabled.

Quicken v R66.23 Build 27.1.66.23

See images below.

Issue: Incorrect account balances appearing in the Account Balances Report for Investments.

Reference Discussion: I reported this bug over a year ago. In May 2025 I took the time to meet directly with the development team to demonstrate this issue. Subsequently, I confirmed in June with the team that they identified the underlying cause and stated it would be resolved. Their response "We have been able to reproduce the issue in the file you shared and will soon be prioritizing it for upcoming/future patch release of Quicken Desktop Product for Windows."

Despite this confirmation and the passage of time the bug persists in the current release.

Accuracy in investment reporting is a core function of Quicken. It is incredibly frustrating to provide direct, 1-on-1 feedback to the developers only to have the fix stall for a year.

My Current Environment:

• Product: Quicken Classic Deluxe
• Version: R65.29
• Build: 27.1.65.29

Can a Moderator please escalate this thread? Is a fix is actually in the pipeline or why a "confirmed" resolution has not been implemented.

@Quicken Anja