Known Issues

Discussion List

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  Merrill Lynch not reporting Value properly

  Answered Closed tfhoughton 22 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Status Request on "Subcategories: Hide All does not work" - Ticket CTP-13045

  Closed pablomiller 51 views 3 comments 0 points Most recent by Quicken Kristina October 2025Reports (Windows)
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  zzz-Fidelity Updates

  Closed Gary R 50.8K views 1.3K comments 2 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  UPDATED 10/16/25 HealthEquity - CC-501/FDP-101

  Quicken Kristina 1.6K views 2 comments -1 point Most recent by Quicken Anja October 2025Alerts, Online Banking & Known Product Issues
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  Investment register went BLANK; recovered by restarting Quicken

  Closed Rx 41 views 1 comment 0 points Most recent by Tom Young October 2025Investing (Windows)
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  Graphics Issues on Multiple Displays - CTP-12046

  Closed DisplacedHoosier 21 views 1 comment 0 points Most recent by Quicken Anja October 2025Reports (Windows)
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  Stock sector graphic error

  Closed Bitsmasher 11 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Investing (Windows)
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  Fidelity Disaster

  Closed sycamore1234 292 views 6 comments 1 point Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Mac)
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  "The associated accounts can't update right now. We are investigating the issue" after OSU

  Closed Lampatrick 93 views 3 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  Bank of America/Merrill Lynch Issues

  Closed cjim 81 views 1 comment 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  CTP-13955 Fidelity Conversion to EWC+ has caused numerous problems. When are fixes expected?

  Closed rspincus 311 views 8 comments 1 point Most recent by Quicken Kristina September 2025Errors and Troubleshooting (Windows)
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  ONGOING 9/30/25 Chase FDP-105 on Quicken Classic for Mac

  Quicken Alyssa 369 views 2 comments 0 points Most recent by Quicken Alyssa September 2025Alerts, Online Banking & Known Product Issues
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  Fidelity connection - transactions not downloading [Edited]

  Closed apes 383 views 7 comments 1 point Most recent by Partzhead September 2025Download, Add/Update Accounts (Windows)
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  Merged: Fidelity Updates Still Broken After Update 9/26/25

  Closed extravoice 1 view 0 comments 0 points Most recent by extravoice September 2025Download, Add/Update Accounts (Windows)
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  Fidelity CD Pricing Dowload Completely Wrong

  Answered Closed DavidS 394 views 17 comments 4 points Most recent by DavidS September 2025Errors and Troubleshooting (Windows)
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  Mouse Hover on Graphs not working correctly on Multiple Display

  Closed Movie Nut 34 views 3 comments 0 points Most recent by Quicken Anja September 2025Errors and Troubleshooting (Windows)
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  Adding Sallie Mae Bank Account Is Broken Again. As in April (Closed) Post

  Closed Rick8 303 views 9 comments 0 points Most recent by Quicken Anja September 2025Download, Add/Update Accounts (Windows)
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  sidebar incorrect, fidelity

  Answered Closed kev25865 21 views 1 comment 0 points Most recent by Quicken Kristina September 2025Investing (Mac)
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  Missing Tabs Bar

  Closed Granny Franny 31 views 1 comment 1 point Most recent by Quicken Alyssa September 2025Errors and Troubleshooting (Windows)