Quicken Community

Discussion List

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  UPDATE 9/23/26 LifeHub tab unable to be removed from Quicken for Windows Home Menu Bar

  Announcement Quicken Laura 111 views 1 comment 0 points Most recent by Quicken Laura September 23Alerts, Online Banking & Known Product Issues
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  UPDATE 9/23/26 Amazon Retail Purchase Categorization- Unable to Complete First-Time Setup

  Announcement Quicken Laura 160 views 1 comment 0 points Most recent by Quicken Laura September 23Alerts, Online Banking & Known Product Issues
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  UPDATE 9/23/26 Stifel - 15500 or OL-332 errors

  Announcement Quicken Laura 729 views 1 comment 1 point Most recent by Quicken Laura September 23Alerts, Online Banking & Known Product Issues
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  ONGOING 9/23/26 Fidelity Investments CC-501/FDP-2505

  Announcement Quicken Laura 2K views 2 comments 0 points Most recent by Quicken Laura September 23Alerts, Online Banking & Known Product Issues
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  ONGOING 9/23/26 HSBC Bank USA – Various Errors Following Website Change

  Announcement Quicken Laura 411 views 2 comments 0 points Most recent by Quicken Laura September 23Alerts, Online Banking & Known Product Issues
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  Resolved 9/22/26 Portfolio X-Ray / investing.quicken.com – Website Unavailable

  Announcement Quicken Levetta 61 views 1 comment 0 points Most recent by Quicken Levetta September 22Product Alerts
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  NEW 9/22/26 Quicken Windows – Split Transactions Not Working Correctly

  Announcement Quicken Levetta 90 views 0 comments 0 points Started by Quicken Levetta September 22 Alerts, Online Banking & Known Product Issues
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  NEW-9/22/26 Quicken Windows - Register scrolling issue when Compare-to-Register is expanded

  Announcement Quicken Levetta 44 views 0 comments 0 points Started by Quicken Levetta September 22 Alerts, Online Banking & Known Product Issues
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  NEW 9/22/26 LPL Financial- CC-502/FDP-102 FI_TIMEOUT

  Announcement Quicken Levetta 220 views 0 comments 0 points Started by Quicken Levetta September 22 Alerts, Online Banking & Known Product Issues
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  What Is One Small Thing That Always Makes Your Day Better?

  Announcement Quicken Carlos 643 views 24 comments 1 point Most recent by UKR September 21The Water Cooler
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  Quicken Classic Mac 9.2 has been released!

  Announcement Quicken Bree 2.1K views 77 comments 1 point Most recent by Michael B September 20Product Releases and Announcements: Mac
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  NEW 09/18/26 Morgan Stanley Wealth Management– OL-301-A - for Windows and Error 2000 for MAC

  Announcement Quicken Carlos 50 views 0 comments 0 points Started by Quicken Carlos September 18 Alerts, Online Banking & Known Product Issues
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  UPDATED 9/18/26 America First Credit Union – FDP-7500 / CP_SERVER_ERROR

  Announcement Quicken Levetta 453 views 2 comments 0 points Most recent by Quicken Carlos September 18Alerts, Online Banking & Known Product Issues
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  FYI Quicken Support Closed Monday 9/7/26 in Observance of Labor Day

  Announcement Quicken Anja 70 views 0 comments 0 points Started by Quicken Anja September 5 Announcements
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  Windows R69.XX Release

  Announcement Closed Quicken Anja 564 views 1 comment 0 points Most recent by Quicken Anja September 4Product Releases and Announcements: Windows
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  Are You an “Out and About” Person or a “Home Sweet Home” Person?

  Announcement Quicken Laura 740 views 20 comments 3 points Most recent by John_in_NC August 27The Water Cooler
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  We Want Your Feedback! Help Us Improve Budgeting in Quicken

  Announcement Quicken Janean 3.5K views 58 comments 2 points Most recent by PSmacintosh2 August 18Budgeting and Planning Tools (Mac)
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  Verizon Biller No Longer Supported

  Announcement Quicken Kristina 160 views 0 comments 0 points Started by Quicken Kristina August 4 Announcements
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  Quicken Classic Mac 8.0 has been released!

  Announcement Quicken Bree 1K views 12 comments 1 point Most recent by jacobs August 4Product Releases and Announcements: Mac
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  Quicken Classic Mac 9.1 has been released!

  Announcement Quicken Bree 821 views 15 comments 2 points Most recent by Gaboum July 30Product Releases and Announcements: Mac
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  Windows R68.XX Release

  Announcement Closed Quicken Anja 951 views 2 comments 0 points Most recent by Quicken Anja July 21Product Releases and Announcements: Windows
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  We Want Your Feedback, Mac Users

  Announcement Quicken Janean 891 views 15 comments 1 point Most recent by jacobs July 17Registers & Transactions (Mac)
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  Fidelity Money Market Fund Representation Issue Affecting Quicken for Mac

  Announcement Quicken Anja 1.7K views 0 comments 0 points Started by Quicken Anja June 26 Announcements
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  Early Bird or Night Owl?

  Announcement Quicken Alyssa 422 views 11 comments 1 point Most recent by John_in_NC June 6The Water Cooler
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  Windows R67.XX Release (US)

  Announcement Closed Quicken Anja 1.1K views 2 comments 3 points Most recent by Quicken Anja June 2Product Releases and Announcements: Windows
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  CLOSED 5/14/26 Capital Group - American Funds - OFX-16503

  Announcement Quicken Alyssa 1K views 1 comment 3 points Most recent by Quicken Anja May 14Announcements
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  401(k) administrator "Human Interest" no longer supported; being removed from all Quicken products

  Announcement Quicken Anja 531 views 0 comments 0 points Started by Quicken Anja May 7 Announcements
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  Quicken Classic Mac 8.4 has been released!

  Announcement Quicken Bree 1.7K views 21 comments 0 points Most recent by DFPA April 22Product Releases and Announcements: Mac
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  Quicken Classic Mac 8.3 has been released!

  Announcement Quicken Bree 1.9K views 29 comments 0 points Most recent by Matthew Mahgerfteh December 2025Product Releases and Announcements: Mac
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  Welcome to the Water Cooler!

  Announcement Quicken Anja 221 views 0 comments 3 points Most recent by Quicken Anja November 2025The Water Cooler
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  How to get autocomplete to update (overwrite) memo/category?

  Question merowe 4 views 0 comments 0 points Started by merowe 8:36PM Download, Add/Update Accounts (Windows)
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  Quicken shows more TIPS at Vanguard than Vanguard shows online

  Answered Jim_Scuba_Diver 96 views 9 comments 0 points Most recent by NotACPA 8:28PMDownload, Add/Update Accounts (Windows)
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  Voya Irregularity

  Question BOB139 5 views 0 comments 0 points Started by BOB139 8:27PM Download, Add/Update Accounts (Windows)
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  Installed Quicken 30 Years Ago Today

  SKeyser 185 views 13 comments 4 points Most recent by NotACPA 8:21PMThe Water Cooler
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  Still get this error: navigation-to-the-webpage-was-canceled

  Answered gtamm 178 views 12 comments 0 points Most recent by gtamm 7:55PMErrors and Troubleshooting (Windows)
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  Showstopper Tax Lot Disposition Bug in Quicken Classic Windows R69.29

  DistressedParrot 17 views 0 comments 0 points Started by DistressedParrot 6:10PM Errors and Troubleshooting (Windows)
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  Downloads from NetX Investor (Benjamin F Edwards Account)

  CCPARKER 9 views 0 comments 0 points Started by CCPARKER 5:40PM Download, Add/Update Accounts (Mac)
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  When will we be able to download transactions and balances from TIAA 403(b) accounts?

  Answered NebularNovice 126 views 8 comments 0 points Most recent by NebularNovice 5:25PMDownload, Add/Update Accounts (Windows)
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  Persistent Reconciliation Errors from Random Deleted Transactions

  macpow 29 views 2 comments 0 points Most recent by macpow 4:59PMRegisters & Transactions (Mac)
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  L340 DATE

  BruceTerry 63 views 3 comments 0 points Most recent by BruceTerry 4:28PMDownload, Add/Update Accounts (Windows)
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  How to deal with investment asset transfers between brokerage accounts?

  Accepted Answer Will Fiveash 103 views 8 comments 0 points Most recent by MontanaKarl 3:18PMInvesting (Mac)
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  Matching Transaction remain persistent

  jimarcher6837 178 views 12 comments 0 points Most recent by Sceptic 2:48PMDownload, Add/Update Accounts (Windows)
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  SPAXX issue

  Answered aLfGordon 24 views 2 comments 0 points Most recent by aLfGordon 2:30PMErrors and Troubleshooting (Windows)
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  12

  Up
  Enable "Register Columns" configuration in settings for Investment registers

  Reviewed Ted P 305 views 23 comments 12 points Most recent by Quicken Levetta 2:27PMInvestments
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  Quicken on the Web not Syncing when Closing Quicken Desktop

  Accepted Answer ivbec 91 views 4 comments 0 points Most recent by Quicken Laura 2:26PMErrors and Troubleshooting (Quicken on the Web)
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  4

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  Add navigation arrows at top & bottom of scrollbars

  Reviewed MSStateDawg 62 views 5 comments 4 points Most recent by Quicken Levetta 2:26PMDisplay/UI
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  Quicken Fidelity Account Transactions Not Downloading

  DPar 271 views 14 comments 0 points Most recent by SC Investor 2:22PMErrors and Troubleshooting (Windows)
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  2

  Up
  You have tasks to perform alert - add option to "expire" a notification [Edited]

  Reviewed Dale Heller 11 views 1 comment 2 points Most recent by Quicken Levetta 2:18PMDisplay/UI
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  2

  Up
  Add ability to sync with Microsoft Outlook 365 [Edited]

  Reviewed Lennox R Conliffe 61 views 3 comments 2 points Most recent by Quicken Levetta 2:15PMProduct Enhancements
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  4

  Up
  Feature Request: Add Optional “Future Projection” Toggle to support (Scheduled/Budget Transactions)

  Reviewed 186kmph 46 views 3 comments 4 points Most recent by Quicken Levetta 2:12PMBudget and Planning Tools
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  1

  Up
  Ability to add Portfolio Value report information to Dashboard [Edited]

  Reviewed barryi 121 views 6 comments 1 point Most recent by Quicken Levetta 2:08PMReports
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  1 Account Doesn't Update in One Step Update

  Lillrosek 41 views 2 comments 0 points Most recent by Quicken Alyssa 2:02PMDownload, Add/Update Accounts (Windows)
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  Cannot save two separate Fidelity Investment account logons for Fidelity Investments

  Accepted Answer KentT1252 53 views 2 comments 0 points Most recent by KentT1252 1:59PMDownload, Add/Update Accounts (Windows)
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  Quicken getting stuck opening 'Updating your data file' and crashes

  Answered Nschaul 53 views 3 comments 0 points Most recent by Quicken Alyssa 1:56PMErrors and Troubleshooting (Windows)
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  Why was this discussion closed?

  jdparker225 455 views 25 comments 0 points Most recent by Quicken Laura 1:52PMDownload, Add/Update Accounts (Windows)
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  Quicken Classic for Mac getting slow using Quicken 9.2.1 and Tahoe 26.6.2 M1 processor

  SAR 71 views 3 comments 1 point Most recent by BB_MoneyGuy 1:49PMErrors and Troubleshooting (Mac)
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  Citi Credit Cards no longer supported??

  Answered Bob. 1.4K views 41 comments 0 points Most recent by Quicken Alyssa 1:48PMDownload, Add/Update Accounts (Mac)
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  Edward Jones updating Transactions

  Answered ianschneid 52 views 4 comments 0 points Most recent by Quicken Alyssa 1:44PMDownload, Add/Update Accounts (Windows)
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  1099-R Investment Account Withdrawals and Transfers not showing in Tax Reports or Tax Planner

  LearPilot714 76 views 3 comments 0 points Most recent by Quicken Alyssa 1:42PMReports (Windows)
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  LPL downloads Why so slow to fix?

  Answered Annoyed Q user 14 views 1 comment 0 points Most recent by Quicken Carlos 1:34PMDownload, Add/Update Accounts (Windows)