Quicken Mac

Discussion List

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  Feature Request: Saveable Forecast Views for Projected Balances Using Budgeted Expenses (Q Mac)

  Reviewed 186kmph 122 views 11 comments 2 points Most recent by 186kmph January 7Budget and Planning Tools
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  Manual QFX Imports Creating Duplicates in Quicken Mac (PC Financial – Canada)

  Answered Closed Bitznbytes 35 views 2 comments 0 points Most recent by Bitznbytes January 7All Things Canadian (Mac)
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  Investment reporting filter by security

  Reviewed bfs 33 views 2 comments 6 points Most recent by Liblikas January 6Investments
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  Bill Manager cancellation email - Quicken says it's not cancelled

  Answered Closed emilyhibard 65 views 2 comments 0 points Most recent by Quicken Kristina January 6Paying Bills, eBills & Scheduled Transactions (Mac)
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  ONGOING 1/6/26 Multiple financial institutions - CC-501 / CP_SERVER_ERROR / request-body-field

  Quicken Kristina 1.6K views 4 comments 3 points Most recent by Quicken Alyssa January 6Alerts, Online Banking & Known Product Issues
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  Mr Cooper/Rocket Mortgage

  Answered Closed 1Dave_Perron! 62 views 1 comment 0 points Most recent by Quicken Kristina January 5Download, Add/Update Accounts (Mac)
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  Unable to reconnect Schwab HSA account

  Closed System 359 views 37 comments 0 points Most recent by Quicken Kristina January 5Download, Add/Update Accounts (Mac)
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  ONGOING! 1/5/26 Citizens Bank-Not Your TypicalBank- FDP-2001 CP_SERVER_ERROR

  Quicken Kristina 245 views 2 comments 0 points Most recent by Quicken Kristina January 5Alerts, Online Banking & Known Product Issues
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  Investment Report Improvements: Asset Performance Report & Asset Year Performance Report [Edited]

  New Renzo Bianchi 13 views 0 comments 1 point Started by Renzo Bianchi January 4 Investments
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  Fidelity Revenue Credit transactions being handled incorrectly

  Closed MNbowler 26 views 1 comment 0 points Most recent by Quicken Kristina January 4Errors and Troubleshooting (Mac)
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  Philly457.com / Philadelphia Deferred Compensation Fails for over a month

  Closed Jordbarnet 15 views 1 comment 0 points Most recent by jacobs January 4Errors and Troubleshooting (Mac)
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  Quicken Mac 8.4.1: Duplicate Bank-to-Bank Transfers After Update

  Answered Closed Jillartstudio 32 views 2 comments 0 points Most recent by Jillartstudio January 4Errors and Troubleshooting (Mac)
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  ADD #MON# WILDCARD to Memo

  Reviewed William 12 views 1 comment 1 point Most recent by jacobs January 4Display/UI
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  Automate mobile sync on schedule [Edited]

  Reviewed lksands 22 views 3 comments 3 points Most recent by jacobs January 3Product Enhancements
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  Color code entries by payee, category, or both [Edited]

  Reviewed Oscelot 12 views 1 comment 1 point Most recent by Quicken Kristina January 3Display/UI
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  RBC Wealth Management OFX Error:16503

  Closed rexjakeman 23 views 2 comments 0 points Most recent by Quicken Kristina January 2Download, Add/Update Accounts (Mac)
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  Add transaction comments and colorize (Q Mac)

  Reviewed DoubleLin 24 views 1 comment 1 point Most recent by jacobs January 2Display/UI
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  Quicken for Mac Cash representation for Money Market (e.g. Fidelity) setting

  Answered Closed Lampatrick 37 views 1 comment 0 points Most recent by Jon January 2Investing (Mac)
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  How to set up Fidelity Rewards Visa Signature Card

  Answered Closed Brooks 38 views 5 comments 0 points Most recent by David J. Carlson December 2025Download, Add/Update Accounts (Mac)
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  Schwab HSA Account Download

  Closed Maria K 235 views 20 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Mac)
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  I'm in Canada, not in the U.S.

  Answered Closed Hollander User 24 views 1 comment 0 points Most recent by Quicken Kristina December 2025All Things Canadian (Mac)
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  ONGOING! 12/29/25 Wells Fargo - OL-301-A

  Quicken Kristina 235 views 2 comments 0 points Most recent by Quicken Kristina December 2025Alerts, Online Banking & Known Product Issues
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  Memo/Notes (Q Mac)

  Already Offered treestar73 21 views 1 comment 1 point Most recent by jacobs December 2025Manage Accounts and Transactions
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  Credit Card Utilization Displayed In Account Summary Report (+14 Merged Votes)

  Under Consideration wood.brandon88 446 views 11 comments 20 points Most recent by kelleycm December 2025Reports
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  Allow 2 different fingerprints to open file

  Reviewed WLPugh 12 views 1 comment 1 point Most recent by kelleycm December 2025Product Enhancements
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  Nationwide 401k - FDP 106

  Closed CL 2023 22 views 2 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Mac)
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  Compounding backup errors. any wisdom welcomed

  Closed wbdcc 45 views 2 comments 0 points Most recent by Quicken Kristina December 2025File Conversion and Backup (Mac)
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  Fidelity Cash Balance Doubled (money market accounts)

  Closed System 124 views 7 comments 0 points Most recent by Ramias December 2025Download, Add/Update Accounts (Mac)