Quicken Community

Discussion List

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  Any ideas on why my Quicken Classic (R66.18) will no longer download transactions from CSECU?

  Answered gregpick 26 views 1 comment 0 points Most recent by NotACPA February 27Download, Add/Update Accounts (Windows)
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  Quicken message states I do not have a subscription/ expired but I am good through Sept 2026

  Answered Marchelle_1 38 views 3 comments 0 points Most recent by Quicken Kristina February 27Errors and Troubleshooting (Windows)
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  Portfolio X-Ray AI Analysis tool shows same results regardless of asset allocation

  System 146 views 9 comments 0 points Most recent by Quicken Kristina February 27Investing (Windows)
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  How do I set up my budget to align with income and expenses?

  Answered ✓ wpg 51 37 views 2 comments 0 points Most recent by wpg 51 February 27Budgeting and Planning Tools (Windows)
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  What's wrong with Reconcile?

  Answered Holderman 22 views 1 comment 0 points Most recent by NotACPA February 27Registers & Transactions (Windows)
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  limited and general investment partnerships for Quicken for Mac

  Reviewed Morrie Siegel 19 views 2 comments 1 point Most recent by Quicken Kristina February 27Investments
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  Fidelity checking transactions not downloading

  System 17 views 2 comments 0 points Most recent by Quicken Kristina February 27Download, Add/Update Accounts (Windows)
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  ONGOING 2/27/26 Discover - "We have experienced technical error. Please try again"

  Quicken Laura 553 views 2 comments 0 points Most recent by Quicken Janean February 27Alerts, Online Banking & Known Product Issues
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  ONGOING 2/27/26 Discover - "Page not Available" error with contact info

  Quicken Laura 204 views 2 comments -1 point Most recent by Quicken Janean February 27Alerts, Online Banking & Known Product Issues
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  Merrill Edge CMA account converted to "simple investing"

  heartsf 42 views 2 comments 1 point Most recent by davidmarketing February 27Errors and Troubleshooting (Windows)
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  Investment Performance Report Improvement: add last 5, 10, & 15 year options [Edited]

  Jeffspain 28 views 2 comments 1 point Most recent by Jeffspain February 27Investments
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  Account reconciliation for investment accounts isn't working

  System 5 views 1 comment 0 points Most recent by petermartin1950 February 27Errors and Troubleshooting (Windows)
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  Quicken Paycheck Entry Issues

  JohnGW9 19 views 1 comment 0 points Most recent by mshiggins February 27Paying Bills, Online Billers & Reminders (Windows)
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  Flags are hard to see; replace them with a colored box instead [Edited]

  Reviewed Fishgar 22 views 0 comments 3 points Most recent by Fishgar February 27Product Enhancements
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  Fidelity and Quicken File and Connectivity Change between Feb 24 and Feb 25

  Quicklongtime 31 views 1 comment 0 points Most recent by Quicklongtime February 27Errors and Troubleshooting (Windows)
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  89
  Need a way for a user to do a controlled abort of one step update (8 Legacy Votes)

  Planned Rick Gumpertz 1.5K views 56 comments 89 points Most recent by Chris_QPW February 26Manage Accounts and Transactions
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  create investment transaction type that is not on the list

  catrahal 12 views 1 comment 0 points Most recent by jacobs February 26Errors and Troubleshooting (Mac)
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  Why some investment accounts in Quicken Classic Premier don't update?

  Answered Overhead10 51 views 3 comments 0 points Most recent by Overhead10 February 26Download, Add/Update Accounts (Windows)
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  Merged: Enhancement of Investment Performance Report

  Closed Jeffspain 11 views 0 comments 1 point Most recent by Jim_Harman February 26Ideas for Windows Classic
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  Updating Cost basis in Quicken for Mac 8.4.2

  Answered jxwinks 75 views 4 comments 0 points Most recent by John_in_NC February 26Investing (Mac)
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  Showing memo/notes in Reports

  Answered DYGIT 32 views 2 comments 0 points Most recent by jacobs February 26Reports (Mac)
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  Unable to Connect Two Citi Bank Accounts Simultaneously [Edited]

  tsetchel 16 views 1 comment 0 points Most recent by Quicken Laura February 26Download, Add/Update Accounts (Windows)
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  Issues Downloading all Transactions for Delta Reserve & Platinum AMEX Accounts

  TGOSU 44 views 5 comments 0 points Most recent by Quicken Alyssa February 26Download, Add/Update Accounts (Windows)
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  Display of foreign currency amount

  Doug Haughey 29 views 2 comments 1 point Most recent by DistressedParrot February 26Canada Mac
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  Fidelity Investment Accounts (4) have not downloaded transactions since early February 2026

  Answered GAILBOBK 86 views 1 comment 0 points Most recent by NotACPA February 26Download, Add/Update Accounts (Windows)
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  Suggestion: navigating split transactions with arrow keys (19 Legacy Votes)

  Reviewed Quicken Community 119 views 7 comments 8 points Most recent by Quicken Alyssa February 26Manage Accounts and Transactions
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  Mutual fund share conversion for Mac

  Reviewed Geoff Green 136 views 10 comments 23 points Most recent by Quicken Alyssa February 26Investments
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  Unable to download UBS - Now have ERROR Code 16503

  HawkeyeEyes 164 views 13 comments 0 points Most recent by Quicken Anja February 26Errors and Troubleshooting (Mac)
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  Sales Tax Report (Business & Personal Mac)

  Answered bellasarah 89 views 11 comments 0 points Most recent by Quicken Laura February 26Reports (Mac)
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  fidelity transfer from ira to roth

  traderbrian 27 views 2 comments 0 points Most recent by traderbrian February 26Download, Add/Update Accounts (Windows)