Known Issues

Discussion List

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  NEW! 2/24/26 Fidelity Investments-Missing Transactions/Incorrect Balance/Missing Securities/Etc.

  Announcement Quicken Laura 19 views 0 comments 0 points Started by Quicken Laura 7:38AM Alerts, Online Banking & Known Product Issues
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  CC-511 Golden 1 Credit Union

  System 110 views 10 comments 0 points Most recent by chavezeg 7:31AMErrors and Troubleshooting (Windows)
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  26

  Up
  Can't we have 4 Lot Identification default choices? (+6 Merged Votes)

  Reviewed JoeG 1.2K views 23 comments 26 points Most recent by raphlotpick February 24Investments
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  RE: NEW! 2/24/26 Bank of America Migration (multiple BIDS) Quicken

  Answered ✓ galahad 79 views 7 comments 0 points Most recent by miklk February 24Errors and Troubleshooting (Windows)
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  Fidelity money market automatic redemptions

  qudtp 806 views 53 comments 1 point Most recent by Quicken Kristina February 24Errors and Troubleshooting (Windows)
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  No Transactions for Fidelity HSA Accounts (Ticket 1999090) – HSA accounts are not downloading transa

  Answered Robhermann 448 views 26 comments 1 point Most recent by Quicken Alyssa February 24Download, Add/Update Accounts (Windows)
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  Unable to deactivate BECU account

  System 8 views 2 comments 0 points Most recent by Quicken Kristina February 24Download, Add/Update Accounts (Windows)
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  Venmo connection error FDP-102 -- Again

  dhovland 243 views 19 comments 4 points Most recent by Quicken Alyssa February 24Download, Add/Update Accounts (Mac)
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  Was there ever a resolution to Nordstrom Card?

  Answered Michael Rosen 81 views 6 comments 0 points Most recent by Quicken Alyssa February 23Download, Add/Update Accounts (Windows)
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  FDP-102 Macy's

  System 47 views 10 comments 0 points Most recent by Quicken Alyssa February 23Errors and Troubleshooting (Mac)
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  Red flag with no new transactions visible

  System 51 views 4 comments 0 points Most recent by Quicken Kristina February 23Errors and Troubleshooting (Windows)
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  Bilt 2.0 connection

  Samjclark 399 views 15 comments 0 points Most recent by Quicken Laura February 22Download, Add/Update Accounts (Mac)
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  BYDDF – “Stock Splits May Be Missing”. Anyone Still Seeing This?

  TexMike 26 views 2 comments 0 points Most recent by q_lurker February 20Download, Add/Update Accounts (Windows)
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  RESOLVED 2/20/26 Fidelity Core Cash Transactions Downloading as “Cover Short Sale (CvrShrt)”

  Quicken Alyssa 2.5K views 3 comments 10 points Most recent by Quicken Janean February 20Alerts, Online Banking & Known Product Issues
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  ONGOING 2/20/26: Lending Club - Personal & Business Banking - Missing Transactions

  Quicken Janean 136 views 2 comments 0 points Most recent by Quicken Janean February 20Alerts, Online Banking & Known Product Issues
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  UPDATE 2/20/26 QWin - Accounts show connected in product, but no downloaded transactions

  Quicken Anja 115 views 1 comment 1 point Most recent by Quicken Janean February 20Product Alerts
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  RESOLVED 2/19/26 Fidelity Investments - 401(k) Unidentified Security during cutover

  Quicken Anja 1.7K views 3 comments 0 points Most recent by Quicken Alyssa February 19Alerts, Online Banking & Known Product Issues
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  UPDATED 2/19/26 Customer's experiencing unknown phone numbers after MFA prompt

  Quicken Anja 68 views 1 comment 0 points Most recent by Quicken Alyssa February 19Alerts, Online Banking & Known Product Issues
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  RE: ONGOING 12/16/25 Bank of America Reconcile Balance Includes Pending Transactions

  axman53 13 views 1 comment 0 points Most recent by Quicken Anja February 18Download, Add/Update Accounts (Windows)
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  Issue with update

  Answered Closed gatorprof 178 views 8 comments 0 points Most recent by Quicken Anja February 18Installing and Updating (Windows)
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  ONGOING 2/17/26 NY's 529 College Savings Program - FDP-102 / CC-502

  Quicken Alyssa 130 views 2 comments 0 points Most recent by Quicken Alyssa February 17Alerts, Online Banking & Known Product Issues
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  ONGOING 2/17/26 Berkshire Bank WC - FDP-101 Internal Error

  Quicken Alyssa 35 views 2 comments 0 points Most recent by Quicken Alyssa February 17Alerts, Online Banking & Known Product Issues
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  Issues with Merril Lynch Downloads

  Closed System 32 views 6 comments 0 points Most recent by Quicken Alyssa February 17Download, Add/Update Accounts (Windows)
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  Download of credit card transactions not updating

  Answered Closed Square26 38 views 4 comments 0 points Most recent by Quicken Alyssa February 17Download, Add/Update Accounts (Windows)
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  Awaiting Next Bill

  Answered JonF 28 views 1 comment 0 points Most recent by Quicken Alyssa February 16Paying Bills, Online Billers & Reminders (Windows)
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  Citi AAdvantage credit card unable to update transactions

  Answered Closed Mikealp 18 views 4 comments 0 points Most recent by Quicken Alyssa February 16Download, Add/Update Accounts (Windows)
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  Has a solution to Portfolio X-Ray not recognizing ETF stock funds been found?

  Answered lrcatlett 94 views 3 comments 0 points Most recent by bd-tx February 15Investing (Windows)
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  Possible bug: New update on Feb 13 created 12/30/6900 register entry and forced USAA reauthorization

  ddenucci 41 views 1 comment 0 points Most recent by Quicken Alyssa February 15Installing and Updating (Windows)
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  Why am I seeing this black stripe after I update an account.

  Answered BillWake 26 views 1 comment 0 points Most recent by Quicken Kristina February 14Errors and Troubleshooting (Windows)
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  You got to be kidding - still NO fix after 4 months ???

  galahad 77 views 3 comments -1 point Most recent by UKR February 14Errors and Troubleshooting (Windows)