CTP

Discussion List

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  One Step Update Hanging/Freezing [Edited]

  Closed Bernie M 139 views 9 comments 0 points Most recent by Quicken Laura March 22Download, Add/Update Accounts (Windows)
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  Renaming rules are still ignored for Fidelity downloads after EWC+ cutover

  Closed leishirsute 28 views 2 comments 0 points Most recent by UKR March 20Download, Add/Update Accounts (Windows)
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  ONGOING 3/19/26 "Everything Else" now shows up in Budget Reports. No option to remove.

  Quicken Anja 1.3K views 4 comments 2 points Most recent by Quicken Anja March 19Product Alerts
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  ONGOING 3/13/26 Rocket Mortgage (Mr Cooper)- Loan Account showing Paid off $0

  Quicken Janean 785 views 2 comments 0 points Most recent by Quicken Janean March 13Alerts, Online Banking & Known Product Issues
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  Year-Old Confirmed Bug: Incorrect Account Balances in Investment Reports (Still Unresolved)

  Answered Closed bobandsherry82 128 views 5 comments 0 points Most recent by bobandsherry82 March 11Reports (Windows)
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  ONGOING 3/11/26 AMEX-Online Balance showing as $0

  Quicken Laura 204 views 2 comments 0 points Most recent by Quicken Laura March 11Alerts, Online Banking & Known Product Issues
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  FDP-105 Fl_WEBSITE_UNAVAILABLE for Honda Financial Services

  kenjo 63 views 1 comment 0 points Most recent by Quicken Anja March 5Errors and Troubleshooting (Mac)
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  ONGOING 2/27/26 Discover - "We have experienced technical error. Please try again"

  Quicken Laura 940 views 2 comments -1 point Most recent by Quicken Janean February 27Alerts, Online Banking & Known Product Issues
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  RESOLVED 2/20/26 Fidelity Core Cash Transactions Downloading as “Cover Short Sale (CvrShrt)”

  Closed Quicken Alyssa 3.3K views 3 comments 13 points Most recent by Quicken Janean February 20Alerts, Online Banking & Known Product Issues
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  Has a solution to Portfolio X-Ray not recognizing ETF stock funds been found?

  Answered Closed lrcatlett 107 views 3 comments 0 points Most recent by bd-tx February 15Investing (Windows)
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  ONGOING 2/12/26 US Bank - Unable to Import QFX File in Quicken Classic for Mac

  Quicken Janean 286 views 2 comments 0 points Most recent by Quicken Anja February 12Alerts, Online Banking & Known Product Issues
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  ONGOING 2/11/26 Macy's Credit Card FDP- 176 / CC-511

  Quicken Anja 264 views 2 comments 2 points Most recent by Quicken Anja February 11Alerts, Online Banking & Known Product Issues
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  Greyed-Out Page Scaling; A Workaround for Printing Proper Reports

  Closed nkhuval 117 views 3 comments 1 point Most recent by q_lurker January 16Errors and Troubleshooting (Windows)
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  ONGOING 1/16/26 Sallie Mae Bank/ Sallie Mae Loan - FDP-105, CC-505

  Quicken Janean 2.2K views 6 comments 1 point Most recent by Quicken Anja January 16Alerts, Online Banking & Known Product Issues
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  ONGOING 1/15/26 Nordstrom Card Account - CC-511/501 / FDP-530/101

  Quicken Janean 8.9K views 5 comments -3 points Most recent by Quicken Anja January 15Alerts, Online Banking & Known Product Issues
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  Account sync stopped working for Computershare accounts FDP-192

  Answered Closed Maestro56 489 views 27 comments 0 points Most recent by gorilla_js January 8Download, Add/Update Accounts (Mac)
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  Issue on Windows 11 with dual monitors

  Closed Mark Goldstone 32 views 1 comment 0 points Most recent by Quicken Anja January 8Errors and Troubleshooting (Windows)
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  ONGOING 1/6/26 Multiple financial institutions - CC-501 / CP_SERVER_ERROR / request-body-field

  Quicken Kristina 1.9K views 4 comments 3 points Most recent by Quicken Alyssa January 6Alerts, Online Banking & Known Product Issues
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  ONGOING 1/6/26 Honda Finance - CC-508/FDP-108 or CC-505/FDP-105

  Quicken Anja 1.7K views 6 comments 4 points Most recent by Quicken Alyssa January 6Alerts, Online Banking & Known Product Issues
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  ONGOING! 1/5/26 Citizens Bank-Not Your TypicalBank- FDP-2001 CP_SERVER_ERROR

  Quicken Kristina 402 views 2 comments 1 point Most recent by Quicken Kristina January 5Alerts, Online Banking & Known Product Issues
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  ONGOING 12/31/25 Quicken My account - Server error loading our payment history.

  Quicken Anja 145 views 2 comments 0 points Most recent by Quicken Anja December 2025Alerts, Online Banking & Known Product Issues