Quicken Community

Discussion List

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  Can you remove/adjust the withdrawals from the Plan Summary in the Life Time Planner

  Answered Closed Margio 26 views 2 comments 0 points Most recent by mshiggins December 2025Budgeting and Planning Tools (Windows)
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  Error opening Quicken by double clicking data file.

  Answered Closed Dave Davis 38 views 3 comments 0 points Most recent by Dave Davis December 2025Errors and Troubleshooting (Windows)
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  One Step Update ignoring the "Show this window only when there are errors" selection

  Closed System 13 views 4 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Windows)
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  PNC missing transactions (QMac)

  Closed System 12 views 2 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Mac)
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  Add Report Export to Excel file option (better than just CSV)

  Reviewed gsdubz 35 views 3 comments 3 points Most recent by gsdubz December 2025Reports
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  UPDATE 12/8/25 Multiple Banks - OFX (Direct Connect) connection issues (delayed)

  Quicken Janean 1.2K views 4 comments 1 point Most recent by Quicken Kristina December 2025Alerts, Online Banking & Known Product Issues
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  Treasury Direct - Never Works

  Closed DPW-CT 199 views 12 comments 0 points Most recent by Quicken Alyssa December 2025Investing (Mac)
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  FDP-101 Error with 1stBank Colorado

  Closed Bopper 18 views 1 comment 0 points Most recent by Quicken Alyssa December 2025Errors and Troubleshooting (Mac)
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  Attempting to Reconnect to Unify FCU returns CC-501

  Closed cyberphile 4 views 1 comment 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
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  CC-501 error with Bank of Hawaii

  Closed System 42 views 4 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Problem with visually duplicate transactions appearing in register

  Closed Dave521 22 views 1 comment 0 points Most recent by Chris_QPW December 2025Registers & Transactions (Windows)
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  Fidelity Cutover recognizes the wrong money market fund as cash balance

  Closed Waitingtoretire 1.3K views 54 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Windows)
• 
  Business Invoice and Estimates Fields

  Closed dseayme 25 views 3 comments 0 points Most recent by Quicken Kristina December 2025Business and Rental Property Tools (Windows)
• 
  Merged: to be merged

  Closed System 1 view 0 comments 0 points Most recent by Boatnmaniac December 2025Errors and Troubleshooting (Windows)
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  2

  Up
  Show holdings at bottom of Investment register

  Reviewed Lee Tumbleson 31 views 2 comments 2 points Most recent by q_lurker December 2025Investments
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  1

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  Projected Balance as a tab at the bottom of checking register

  Reviewed Lee Tumbleson 11 views 0 comments 1 point Started by Lee Tumbleson December 2025 Manage Accounts and Transactions
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  Fidelity transactions downloading, but missing information

  System 12 views 3 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
• 
  Attaching a PDF to a transaction

  Answered Cobra53 25 views 1 comment 0 points Most recent by Tom Young December 2025Registers & Transactions (Windows)
• 
  Classic Setup Problems

  67Corvette 14 views 1 comment 0 points Most recent by NotACPA December 2025Errors and Troubleshooting (Windows)
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  Barclaycard: One Card Holder Account with Two Account Numbers - Transactions Download for Only One

  Pennhaven 22 views 5 comments 0 points Most recent by NotACPA December 2025Download, Add/Update Accounts (Windows)
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  Online Setup: Accounts Currently Not Available

  jbbrown987 3 views 1 comment 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
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  Fidelity Issues

  Answered RAS01 75 views 7 comments 0 points Most recent by marcaronson408 December 2025Errors and Troubleshooting (Windows)
• 
  TQQQ Stock Split - Skewed Balances

  Answered MSStateDawg 44 views 4 comments 0 points Most recent by q_lurker December 2025Investing (Windows)
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  When trying to upload a file from an external account, I get the following message:

  Answered Margio 34 views 1 comment 0 points Most recent by Quicken Alyssa December 2025Errors and Troubleshooting (Windows)
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  Had a problem with my laptop problem fixed needs Quicken support to reset up my Quicken classic una

  Answered John waldron 13 views 1 comment 0 points Most recent by Quicken Alyssa December 2025Registers & Transactions (Windows)
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  Cancel and Refund

  Answered msvakos4589 45 views 1 comment 0 points Most recent by Quicken Alyssa December 2025Errors and Troubleshooting (Quicken on the Web)
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  82
  Option to Turn Off "Is this the payment for..."

  Planned MSStateDawg 2.6K views 70 comments 82 points Most recent by MSStateDawg December 2025Paying Bills, Online Billers & Reminders
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  Calendar options...only accounts are available and Bills, still can't figure out how to show (Q Mac)

  NitDawg 39 views 2 comments 0 points Most recent by NitDawg December 2025Budgeting and Planning Tools (Mac)
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  Splitting assets in accounts

  Answered Closed apearlman 22 views 2 comments 0 points Most recent by apearlman December 2025Business and Rental Property Tools (Windows)
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  Bank of America Download

  Answered Closed bobaloo 87 views 1 comment 0 points Most recent by BK December 2025Download, Add/Update Accounts (Mac)