Known Issues

Discussion List

• 
  CLOSED 4/28/25 SEI Client Connect- $0 Balance When Adding Investment Accounts

  Closed Quicken Anja 72 views 2 comments 0 points Most recent by Quicken Kristina April 2025Alerts, Online Banking & Known Product Issues
• 
  CLOSED 4/28/25 Red River Bank - Missing transactions

  Closed Quicken Janean 71 views 3 comments 0 points Most recent by Quicken Kristina April 2025Alerts, Online Banking & Known Product Issues
• 
  Clock icon missing on debt registers (old unresolved issue)

  Closed dan.greenberg.ct 41 views 2 comments 0 points Most recent by jacobs April 2025Errors and Troubleshooting (Mac)
• 
  Trouble downloading transactions from Fidelity

  Answered ✓ Closed DRH3564 2.8K views 41 comments 1 point Most recent by KyleL April 2025Investing (Windows)
• 
  repeat of previous issue with mouseover on plots repainting screen

  Closed waydmar 31 views 2 comments 0 points Most recent by waydmar April 2025Errors and Troubleshooting (Windows)
• 
  Accurate Asset Classes

  Closed usnavy1610 31 views 1 comment 0 points Most recent by jacobs April 2025Investing (Mac)
• 
  Mission Federal Connectivity Issue

  Closed Larry_Wags 82 views 4 comments 0 points Most recent by [Deleted User] April 2025Errors and Troubleshooting (Windows)
• 
  CLOSED 4/23/25 Refund Display Discrepancy for Canadian Orders

  Closed Quicken Kristina 74 views 3 comments 0 points Most recent by Quicken Anja April 2025Product Alerts
• 
  How to connect to Vanguard with detail download?

  Answered Closed lkalmus 41 views 1 comment 0 points Most recent by lkalmus April 2025Download, Add/Update Accounts (Windows)
• 
  Issues with Portfolio Rebalancing with custom asset classes

  Closed Arctic Hare 11 views 1 comment 0 points Most recent by Quicken Kristina April 2025All Things Canadian (Windows)
• 
  CLOSED 4/11/25 Coastal Federal Credit Union - Incorrect Balance

  Closed Quicken Anja 93 views 3 comments 0 points Most recent by Quicken Anja April 2025Alerts, Online Banking & Known Product Issues
• 
  Custom Action Bar Icons

  Answered Closed LeSha 57 views 1 comment 0 points Most recent by Rocket J Squirrel April 2025Errors and Troubleshooting (Windows)
• 
  UPDATE 4/8/25 Thrift Savings Plan $0 Balance when Adding Investment Accounts

  Quicken Anja 946 views 4 comments 1 point Most recent by Quicken Jasmine April 2025Alerts, Online Banking & Known Product Issues
• 
  Coastal Federal Credit Union account transaction issue

  Answered Closed dapackman 217 views 9 comments 0 points Most recent by Quicken Jasmine April 2025Errors and Troubleshooting (Windows)
• 
  Quicken Search Function Incorrect

  Answered Closed brhutch 21 views 2 comments 0 points Most recent by Quicken Kristina April 2025Errors and Troubleshooting (Windows)
• 
  MidFlorida Credit Union CC-502 Persistent Error 2025 Update

  Closed Tadeos Tony 83 views 4 comments 1 point Most recent by Quicken Jasmine April 2025Download, Add/Update Accounts (Windows)
• 
  ONGOING 4/2/25 No Transactions Show in Compare to Register Despite Red Flag

  Quicken Anja 343 views 2 comments 0 points Most recent by Quicken Anja April 2025Product Alerts
• 
  ONGOING! 4/1/25 Cannot Add Payment Method in My Account

  Quicken Jasmine 157 views 2 comments 0 points Most recent by Quicken Jasmine April 2025Alerts, Online Banking & Known Product Issues
• 
  Unbookmark not working

  Closed Darren@ 61 views 3 comments 0 points Most recent by Quicken Anja March 2025Questions about using the Community?
• 
  Alliant Credit Union Downtime Message

  Closed Phil 53 views 6 comments 0 points Most recent by Quicken Anja March 2025Download, Add/Update Accounts (Windows)
• 
  Asset Details for Automobile/Vehicle Do Not Save

  Answered Closed Wallyworld_MN 32 views 4 comments 0 points Most recent by NotACPA March 2025Errors and Troubleshooting (Windows)
• 
  ONGOING! 1/14/25 PayPal Credit, MasterCard, and Crypto CC-501, “Sorry..not your fault", FDP-103

  Closed JohnA 52 views 1 comment -1 point Most recent by Quicken Kristina March 2025Download, Add/Update Accounts (Windows)
• 
  wells fargo is reporting connection issues

  Closed Ben12 221 views 9 comments 0 points Most recent by Quicken Anja March 2025Download, Add/Update Accounts (Windows)
• 
  Merged: Despite the info in Ticket #11648192, still unable to reach Target National Bank

  Closed jk5711 1 view 0 comments 0 points Started by jk5711 March 2025 Errors and Troubleshooting (Windows)