<?xml version="1.0" encoding="utf-8"?>
<rss version="2.0"
    xmlns:content="http://purl.org/rss/1.0/modules/content/"
    xmlns:dc="http://purl.org/dc/elements/1.1/"
    xmlns:atom="http://www.w3.org/2005/Atom">
    <channel>
        <title>Windows — Quicken</title>
        <link>https://community.quicken.com/</link>
        <pubDate>Thu, 25 Jun 2026 03:28:43 +0000</pubDate>
        <language>en</language>
            <description>Windows — Quicken</description>
    <atom:link href="https://community.quicken.com/discussions/tagged/windows/feed.rss" rel="self" type="application/rss+xml"/>
    <item>
        <title>&quot;Everything Else&quot; Bug Thread Closed Without Update (again)</title>
        <link>https://community.quicken.com/discussion/7974403/everything-else-bug-thread-closed-without-update-again</link>
        <pubDate>Wed, 24 Jun 2026 13:05:39 +0000</pubDate>
        <category>Budgeting and Planning Tools (Windows)</category>
        <dc:creator>auga</dc:creator>
        <guid isPermaLink="false">7974403@/discussions</guid>
        <description><![CDATA[<p>Can someone (at Quicken) explain why the below thread was 'closed' without any reason, fix or updates?  </p><div data-embedjson="{&quot;recordID&quot;:7964514,&quot;recordType&quot;:&quot;discussion&quot;,&quot;body&quot;:&quot;&lt;p&gt;At least two tickets have been closed related to the infamous \&quot;Everything Else\&quot; category appearing on budget reports with bogus figures.  Is there still a particular ticket that is open related to this issue or has Quicken decided it's not worth fixing in a timely manner if at all?  Well, actually, a timely manner has come and gone.&lt;\/p&gt;&lt;p&gt;Thanks,&lt;\/p&gt;&quot;,&quot;bodyRaw&quot;:&quot;[{\&quot;type\&quot;:\&quot;p\&quot;,\&quot;children\&quot;:[{\&quot;text\&quot;:\&quot;At least two tickets have been closed related to the infamous \\\&quot;Everything Else\\\&quot; category appearing on budget reports with bogus figures.  Is there still a particular ticket that is open related to this issue or has Quicken decided it's not worth fixing in a timely manner if at all?  Well, actually, a timely manner has come and gone.\&quot;}]},{\&quot;type\&quot;:\&quot;p\&quot;,\&quot;children\&quot;:[{\&quot;text\&quot;:\&quot;Thanks,\&quot;}]},{\&quot;type\&quot;:\&quot;p\&quot;,\&quot;children\&quot;:[{\&quot;text\&quot;:\&quot;\&quot;}]},{\&quot;type\&quot;:\&quot;p\&quot;,\&quot;children\&quot;:[{\&quot;text\&quot;:\&quot;\&quot;}]},{\&quot;type\&quot;:\&quot;p\&quot;,\&quot;children\&quot;:[{\&quot;text\&quot;:\&quot;\&quot;}]}]&quot;,&quot;format&quot;:&quot;rich2&quot;,&quot;dateInserted&quot;:&quot;2025-07-28T13:51:25+00:00&quot;,&quot;insertUser&quot;:{&quot;userID&quot;:8403447,&quot;name&quot;:&quot;Dom1&quot;,&quot;url&quot;:&quot;https:\/\/community.quicken.com\/profile\/Dom1&quot;,&quot;photoUrl&quot;:&quot;https:\/\/us.v-cdn.net\/6031128\/uploads\/defaultavatar\/nTYA6S0SVB4GN.jpg&quot;,&quot;dateLastActive&quot;:&quot;2026-06-24T13:46:55+00:00&quot;,&quot;banned&quot;:0,&quot;punished&quot;:0,&quot;private&quot;:false,&quot;label&quot;:&quot;✭✭✭✭&quot;,&quot;labelHtml&quot;:&quot;✭✭✭✭&quot;,&quot;rankID&quot;:4},&quot;displayOptions&quot;:{&quot;showUserLabel&quot;:false,&quot;showCompactUserInfo&quot;:true,&quot;showDiscussionLink&quot;:true,&quot;showPostLink&quot;:true,&quot;showCategoryLink&quot;:false,&quot;renderFullContent&quot;:false,&quot;expandByDefault&quot;:false},&quot;url&quot;:&quot;https:\/\/community.quicken.com\/discussion\/7964514\/everything-else-budget-reporting-ticket-s-closed-mod-note-keep-thread-open&quot;,&quot;embedType&quot;:&quot;quote&quot;,&quot;name&quot;:&quot;Everything Else &amp; Budget Reporting - Ticket(s) Closed? [Mod Note: Keep Thread Open]&quot;,&quot;embedStyle&quot;:&quot;rich_embed_card&quot;}">
    <a rel="nofollow" href="https://community.quicken.com/discussion/7964514/everything-else-budget-reporting-ticket-s-closed-mod-note-keep-thread-open">
        https://community.quicken.com/discussion/7964514/everything-else-budget-reporting-ticket-s-closed-mod-note-keep-thread-open
    </a>
</div>
]]>
        </description>
    </item>
    <item>
        <title>Fidelity Investments - 401(k) Unidentified Security</title>
        <link>https://community.quicken.com/discussion/7972017/fidelity-investments-401-k-unidentified-security</link>
        <pubDate>Fri, 13 Mar 2026 01:29:32 +0000</pubDate>
        <category>Download, Add/Update Accounts (Windows)</category>
        <dc:creator>cjim</dc:creator>
        <guid isPermaLink="false">7972017@/discussions</guid>
        <description><![CDATA[<p><a data-username="Quicken Anja" data-userid="9968632" rel="nofollow" href="https://community.quicken.com/profile/Quicken%20Anja">@Quicken Anja</a> <a data-username="Quicken Kristina" data-userid="10139481" rel="nofollow" href="https://community.quicken.com/profile/Quicken%20Kristina">@Quicken Kristina</a> <a data-username="Quicken Alyssa" data-userid="10006996" rel="nofollow" href="https://community.quicken.com/profile/Quicken%20Alyssa">@Quicken Alyssa</a> </p><p>Not sure who from Quicken was the lead on this topic so copying all 3 of you.</p><p>I am still experiencing this issue. Been experiencing it since (I think October 2025). Seems all the posts regarding this issue have been closed yet the problem for me continues. I even had a 1 on 1 call with Quicken escalation tech support (Ticket ID:12157155) back in late January 2026. They confirmed the issue and were going to follow up with me on a resolution but I never heard back from them again.  From my point of view it appears this issues is being ignored by Quicken.</p><p>Can someone from Quicken please update me and let me know if I will ever see a resolution.  And if tech support can't help who can? I think it has been long enough.</p>]]>
        </description>
    </item>
    <item>
        <title>Unable to add new Morgan Stanley Signature Savings account</title>
        <link>https://community.quicken.com/discussion/7973721/unable-to-add-new-morgan-stanley-signature-savings-account</link>
        <pubDate>Sat, 23 May 2026 15:13:13 +0000</pubDate>
        <category>Download, Add/Update Accounts (Windows)</category>
        <dc:creator>JMH.JR</dc:creator>
        <guid isPermaLink="false">7973721@/discussions</guid>
        <description><![CDATA[<p>Unable to add new Morgan Stanley Signature Savings account to other accounts for download.</p>]]>
        </description>
    </item>
    <item>
        <title>Year end archive/copy not working</title>
        <link>https://community.quicken.com/discussion/7974239/year-end-archive-copy-not-working</link>
        <pubDate>Tue, 16 Jun 2026 16:12:45 +0000</pubDate>
        <category>File Conversion and Backup (Windows)</category>
        <dc:creator>gdmack</dc:creator>
        <guid isPermaLink="false">7974239@/discussions</guid>
        <description><![CDATA[<p>I have almost 20 years of data in my file that I use every day.  I have tried trimming that down to 10 years using all the back/data copy options.  I want pre 2016 transaction in one file, and post 2016 to current transactions in a different file. I have tried every permutation of these functions to make it work.  It goes through the motions, then when it is "done" I get the message, "File Not Copied," and nothing has changed.  How can I transfer my pre 2016 transactions to a separate file and cleve them from my current file? </p>]]>
        </description>
    </item>
    <item>
        <title>Duplicate screen entries after downloading and while accepting entries process</title>
        <link>https://community.quicken.com/discussion/7971139/duplicate-screen-entries-after-downloading-and-while-accepting-entries-process</link>
        <pubDate>Sat, 14 Feb 2026 16:20:36 +0000</pubDate>
        <category>Errors and Troubleshooting (Windows)</category>
        <dc:creator>MelSmith</dc:creator>
        <guid isPermaLink="false">7971139@/discussions</guid>
        <description><![CDATA[<p>Maybe this has already been reported and I just couldn't find any responses, but I'm still having issues with entries being temporarily duplicated after downloading them from my credit union and then going through the acceptance process. This doesn't happen on all entries but it does happen during almost every download session. When moving down the list of items and accepting them, the screen duplicates an entry and incorrectly displays the actual entry selected in the download list. However, once I go through the whole list, all entries appear to be correct with no duplicated entries. It appears to me that this is a bug in how the items are being displayed during the process. There is no file corruption (I've run the validation tool). </p><p>I reported this to Quicken support months ago and again the other day. It was supposed to have been resolved in one of the releases but it's still happening. </p><p>I'm currently on version R65.29 of Quicken Classic on a Thinkpad laptop running Windows 10.</p>]]>
        </description>
    </item>
    <item>
        <title>Downloading transactions from Bank of America</title>
        <link>https://community.quicken.com/discussion/7974306/downloading-transactions-from-bank-of-america</link>
        <pubDate>Sat, 20 Jun 2026 16:05:16 +0000</pubDate>
        <category>Download, Add/Update Accounts (Windows)</category>
        <dc:creator>livelyt</dc:creator>
        <guid isPermaLink="false">7974306@/discussions</guid>
        <description><![CDATA[<p>I need to download the past five months of my transactions from B of A. Today I reauthorized access to my B of A accounts. The Quicken Update window opened and said it was retrieving the past 170 days of transactions. But when I opened the accounts in Quicken only the most recent month's transactions were available to accept. Where are the rest of them? B of A no longer provides any kind of file to download that Quicken can import.</p>]]>
        </description>
    </item>
    <item>
        <title>Citi Bank Credit Card downloaded transactions were duplicated....</title>
        <link>https://community.quicken.com/discussion/7974414/citi-bank-credit-card-downloaded-transactions-were-duplicated</link>
        <pubDate>Wed, 24 Jun 2026 19:06:25 +0000</pubDate>
        <category>Registers &amp; Transactions (Windows)</category>
        <dc:creator>JNesl</dc:creator>
        <guid isPermaLink="false">7974414@/discussions</guid>
        <description><![CDATA[<p>after Barclay transferred their Master Card accounts to Citi Bank I created a new account in Quicken. When I downloaded the Citi card transaction it downloaded the last full year, instead of transaction back to April 1st when the transfer occurred. </p><p>How to I delete all of the transactions prior to April 1st?</p>]]>
        </description>
    </item>
    <item>
        <title>NC State Employees Credit Union download / reconciliation issue</title>
        <link>https://community.quicken.com/discussion/7974413/nc-state-employees-credit-union-download-reconciliation-issue</link>
        <pubDate>Wed, 24 Jun 2026 18:29:49 +0000</pubDate>
        <category>Download, Add/Update Accounts (Windows)</category>
        <dc:creator>Wilsona</dc:creator>
        <guid isPermaLink="false">7974413@/discussions</guid>
        <description><![CDATA[<p>My bank had a major upgrade on 6/8/2026.  Since then, my Quicken download has not worked correctly.  I deactivated my accounts and added them back.  With this process, I have gotten Quicken to download my bank transactions using 2-factor security, but the problem I am having seems to be in the reconciliation process.  I have always reconciled to the online balance.  When I look at my bank balance on their website, I see the available balance, which appears to be the amount with any pending transactions <strong>already deducted</strong>.  The running balance will show the balance as of the most recent cleared transaction (before pending transactions).  In the Quicken reconciliation process, it looks like to me that Quicken is trying to reconcile to the available balance, but the pending transactions have not cleared yet.  It is a big mess at this point.  I know Quicken is aware of a download issue, but is this issue on the radar, too?  The bank has new Quicken instructions on how to reconnect your accounts to Quicken, but that hasn't really worked for me, as the reconciliation amount is my problem at this point.  What is the difference between Web Connect and Express Web Connect for downloads?  </p><p>[Edited-Readability]</p>]]>
        </description>
    </item>
    <item>
        <title>Can&#39;t treat SWGXX as cash in Schwab brokerage account</title>
        <link>https://community.quicken.com/discussion/7971559/cant-treat-swgxx-as-cash-in-schwab-brokerage-account</link>
        <pubDate>Fri, 27 Feb 2026 20:53:53 +0000</pubDate>
        <category>Download, Add/Update Accounts (Windows)</category>
        <dc:creator>John Ellis</dc:creator>
        <guid isPermaLink="false">7971559@/discussions</guid>
        <description><![CDATA[<p>Just updated to Quicken Windows R66.18, and saw that R66.11's release notes said, "Improved: Added support for treating more than one money market fund as cash in brokerage account settings."</p><p>I thought perhaps that this would (finally, after years of waiting) treat Schwab Government Money Fund (SWGXX) as cash and make reconciliation seamless. How naive.</p><p> 1. I went to Account Details in one of the Schwab brokerage accounts' Account Details. It said "Treat this Money Market as cash: SWVXX". </p><p>2. I did Reset Account and restarted Quicken.</p><p>3. I observed the account's holdings included SWGXX.</p><p>4. In Account Details, I clicked Set/Edit, then Customize, then Reset To Standard Behavior.</p><p>5. It said "Default Behavior: you can choose on your next download", and listed SWGXX as one of the funds proposed to be treated as cash:</p><span data-embedjson="{&quot;url&quot;:&quot;https:\/\/us.v-cdn.net\/6031128\/uploads\/CS7DIMCYTDOG\/image.png&quot;,&quot;name&quot;:&quot;image.png&quot;,&quot;type&quot;:&quot;image\/png&quot;,&quot;size&quot;:294059,&quot;width&quot;:1484,&quot;height&quot;:892,&quot;displaySize&quot;:&quot;medium&quot;,&quot;float&quot;:&quot;none&quot;,&quot;downloadUrl&quot;:&quot;https:\/\/community.quicken.com\/api\/v2\/media\/download-by-url?url=https%3A%2F%2Fus.v-cdn.net%2F6031128%2Fuploads%2FCS7DIMCYTDOG%2Fimage.png&quot;,&quot;active&quot;:true,&quot;mediaID&quot;:101962,&quot;dateInserted&quot;:&quot;2026-02-27T20:42:00+00:00&quot;,&quot;insertUserID&quot;:3805484,&quot;foreignType&quot;:&quot;embed&quot;,&quot;foreignID&quot;:&quot;3805484&quot;,&quot;embedType&quot;:&quot;image&quot;,&quot;embedStyle&quot;:&quot;rich_embed_card&quot;}">
    <span>
        <a href="https://us.v-cdn.net/6031128/uploads/CS7DIMCYTDOG/image.png" rel="nofollow noopener ugc" target="_blank">
            <img src="https://us.v-cdn.net/6031128/uploads/CS7DIMCYTDOG/image.png" alt="image.png" height="892" width="1484" data-display-size="medium" data-float="none" data-type="image/png" data-embed-type="image" srcset="https://us.v-cdn.net/cdn-cgi/image/quality=80, format=auto, fit=scale-down, height=300, width=300/6031128/uploads/CS7DIMCYTDOG/image.png 300w, https://us.v-cdn.net/cdn-cgi/image/quality=80, format=auto, fit=scale-down, height=600, width=600/6031128/uploads/CS7DIMCYTDOG/image.png 600w, https://us.v-cdn.net/cdn-cgi/image/quality=80, format=auto, fit=scale-down, height=800, width=800/6031128/uploads/CS7DIMCYTDOG/image.png 800w, https://us.v-cdn.net/cdn-cgi/image/quality=80, format=auto, fit=scale-down, height=1200, width=1200/6031128/uploads/CS7DIMCYTDOG/image.png 1200w, https://us.v-cdn.net/cdn-cgi/image/quality=80, format=auto, fit=scale-down, height=1600, width=1600/6031128/uploads/CS7DIMCYTDOG/image.png 1600w, https://us.v-cdn.net/cdn-cgi/image/quality=80, format=auto, fit=scale-down, height=2000, width=2000/6031128/uploads/CS7DIMCYTDOG/image.png 2000w, https://us.v-cdn.net/6031128/uploads/CS7DIMCYTDOG/image.png" sizes="100vw" /></a>
    </span>
</span>
<p>6. I I restarted Quicken.</p><p>7. I selected the brokerage account and did Update Transactions.  I wasn't asked to specify money market treatment, and Account Details still shows "Treat this Money Market as cash: None":</p><span data-embedjson="{&quot;url&quot;:&quot;https:\/\/us.v-cdn.net\/6031128\/uploads\/RU522A2LXTYN\/image.png&quot;,&quot;name&quot;:&quot;image.png&quot;,&quot;type&quot;:&quot;image\/png&quot;,&quot;size&quot;:218509,&quot;width&quot;:1580,&quot;height&quot;:1204,&quot;displaySize&quot;:&quot;medium&quot;,&quot;float&quot;:&quot;none&quot;,&quot;downloadUrl&quot;:&quot;https:\/\/community.quicken.com\/api\/v2\/media\/download-by-url?url=https%3A%2F%2Fus.v-cdn.net%2F6031128%2Fuploads%2FRU522A2LXTYN%2Fimage.png&quot;,&quot;active&quot;:true,&quot;mediaID&quot;:101963,&quot;dateInserted&quot;:&quot;2026-02-27T20:44:53+00:00&quot;,&quot;insertUserID&quot;:3805484,&quot;foreignType&quot;:&quot;embed&quot;,&quot;foreignID&quot;:&quot;3805484&quot;,&quot;embedType&quot;:&quot;image&quot;,&quot;embedStyle&quot;:&quot;rich_embed_card&quot;}">
    <span>
        <a href="https://us.v-cdn.net/6031128/uploads/RU522A2LXTYN/image.png" rel="nofollow noopener ugc" target="_blank">
            <img src="https://us.v-cdn.net/6031128/uploads/RU522A2LXTYN/image.png" alt="image.png" height="1204" width="1580" data-display-size="medium" data-float="none" data-type="image/png" data-embed-type="image" srcset="https://us.v-cdn.net/cdn-cgi/image/quality=80, format=auto, fit=scale-down, height=300, width=300/6031128/uploads/RU522A2LXTYN/image.png 300w, https://us.v-cdn.net/cdn-cgi/image/quality=80, format=auto, fit=scale-down, height=600, width=600/6031128/uploads/RU522A2LXTYN/image.png 600w, https://us.v-cdn.net/cdn-cgi/image/quality=80, format=auto, fit=scale-down, height=800, width=800/6031128/uploads/RU522A2LXTYN/image.png 800w, https://us.v-cdn.net/cdn-cgi/image/quality=80, format=auto, fit=scale-down, height=1200, width=1200/6031128/uploads/RU522A2LXTYN/image.png 1200w, https://us.v-cdn.net/cdn-cgi/image/quality=80, format=auto, fit=scale-down, height=1600, width=1600/6031128/uploads/RU522A2LXTYN/image.png 1600w, https://us.v-cdn.net/cdn-cgi/image/quality=80, format=auto, fit=scale-down, height=2000, width=2000/6031128/uploads/RU522A2LXTYN/image.png 2000w, https://us.v-cdn.net/6031128/uploads/RU522A2LXTYN/image.png" sizes="100vw" /></a>
    </span>
</span>
]]>
        </description>
    </item>
    <item>
        <title>Sallie Mae Downloads - Broken Continuously for Nearly Seven (7) Months</title>
        <link>https://community.quicken.com/discussion/7974390/sallie-mae-downloads-broken-continuously-for-nearly-seven-7-months</link>
        <pubDate>Tue, 23 Jun 2026 18:20:45 +0000</pubDate>
        <category>Download, Add/Update Accounts (Windows)</category>
        <dc:creator>ChezNO</dc:creator>
        <guid isPermaLink="false">7974390@/discussions</guid>
        <description><![CDATA[<p>Hello Quicken so question. Is this 'known' problem that is nearly 7 months old with still no solution being worked on or has it been delegated to the trash heap?<br /><br />
The failure of Quicken to provide a solution or even any updates to its users and Paid subscribers is pretty abysmal, at the very least.  <br /><br />
So Quicken. What is the answer?  Is the problem in the trash heap or is it anywhere near the top of receiving corrective action?   Shall we realistically ever see a fix from Quicken?  If so, when approximately - even the year/quarter would be fine.</p><p>Speaking for a lot of your users with Sallie Mae accounts, this has become more than ridiculous. And no, this is not a rant, simply an appropriate expression of disappointment and frustration for Quicken and this problem.</p><p>Thank you.</p>]]>
        </description>
    </item>
    <item>
        <title>One Step Update getting stuck</title>
        <link>https://community.quicken.com/discussion/7974378/one-step-update-getting-stuck</link>
        <pubDate>Tue, 23 Jun 2026 16:51:12 +0000</pubDate>
        <category>File Conversion and Backup (Windows)</category>
        <dc:creator>gdmack</dc:creator>
        <guid isPermaLink="false">7974378@/discussions</guid>
        <description><![CDATA[<p>With my checking account when I do a "One Step Update" the function works perfectly.  When I do the same with one of my credit card accounts it goes through the motions, then I get the message "Complete" and then it gets stuck and I can't do anything until I force the closure of Quicken and re-start it, and then my downloaded transactions are there.  This problem only started a few weeks ago, but it always happens now.</p>]]>
        </description>
    </item>
    <item>
        <title>Quicken DeLuxe for Windows (11) accounts restored from BackUp - now endless Reauthorization required</title>
        <link>https://community.quicken.com/discussion/7974405/quicken-deluxe-for-windows-11-accounts-restored-from-backup-now-endless-reauthorization-required</link>
        <pubDate>Wed, 24 Jun 2026 13:59:00 +0000</pubDate>
        <category>Errors and Troubleshooting (Windows)</category>
        <dc:creator>Nemo</dc:creator>
        <guid isPermaLink="false">7974405@/discussions</guid>
        <description><![CDATA[<p>As stated in the title I restored all my accounts from Back Up. Now, each time I open Quicken, my American Express account is not set up for direct download and Quicken says I have to get authorization from the AMEX website before I can continue. </p>]]>
        </description>
    </item>
    <item>
        <title>not backing up</title>
        <link>https://community.quicken.com/discussion/7974329/not-backing-up</link>
        <pubDate>Sun, 21 Jun 2026 20:28:53 +0000</pubDate>
        <category>Errors and Troubleshooting (Windows)</category>
        <dc:creator>BernieC</dc:creator>
        <guid isPermaLink="false">7974329@/discussions</guid>
        <description><![CDATA[<p>I'm using Quicken R67.10 on win10.   It is working perfectly [downloading, paying, reconciling] but it doesn't back up.   In the past when I exited quicken it'd just open the backup dialogue box.   and now it doesn't, it just exits.</p><p>Dunno if it is related to this but when I checked the version of quicken I'm using it says "subscription expired on May 02, 2026.   I don't think I got a poke/reminder about that nor any way to extend the subscription</p>]]>
        </description>
    </item>
    <item>
        <title>One Step Update: Critical Malfunction</title>
        <link>https://community.quicken.com/discussion/7974324/one-step-update-critical-malfunction</link>
        <pubDate>Sun, 21 Jun 2026 17:01:59 +0000</pubDate>
        <category>Download, Add/Update Accounts (Windows)</category>
        <dc:creator>Sparksnorthern</dc:creator>
        <guid isPermaLink="false">7974324@/discussions</guid>
        <description><![CDATA[<p>I could not be more frustrated right now and this has just ruined my Sunday morning. I reset my American Express accounts and now One Step Update has quadrupled past transactions to the point where this is truly not worth the time to reconcile and fix and I fear I may have to start a brand new file. </p><p>When I load a backup, it does so just fine, but now when I perform a routine update, it goes absolutely wild with dozens of new transactions across several accounts. </p><p>I want to be totally clear: This is not just the simple quicken quirk we deal with every few weeks where an account balance is off a few bucks and you have to find the culprit and matching transaction. One Step update is creating upwards of 4 duplicates PER TRANSACTION in an account. </p><p>To give an ideal of the magnitude, I went from having $2,000 in a checking account to now $120K+; not from a single lump sum but DOZENS new transactions. </p><p>This is absolutely inexcusable and feel that after a 10+ year quicken supporter that my time is likely coming to an end unless this can be resolved efficiently. <br /><br /></p>]]>
        </description>
    </item>
    <item>
        <title>Comparison Reports are not saved correctly</title>
        <link>https://community.quicken.com/discussion/7974393/comparison-reports-are-not-saved-correctly</link>
        <pubDate>Tue, 23 Jun 2026 19:13:55 +0000</pubDate>
        <category>Reports (Windows)</category>
        <dc:creator>GJCranston1</dc:creator>
        <guid isPermaLink="false">7974393@/discussions</guid>
        <description><![CDATA[<p>Windows version R67.10</p><p>Custom Comparison Report does not save the 'Compare To' date correctly. The From and To dates always reverts back to an incorrect date. This happens even when i bring up reports that have been saved many years ago.</p>]]>
        </description>
    </item>
    <item>
        <title>Quicken needs to support passkey login to accounts now.</title>
        <link>https://community.quicken.com/discussion/7969369/quicken-needs-to-support-passkey-login-to-accounts-now</link>
        <pubDate>Sun, 21 Dec 2025 03:16:47 +0000</pubDate>
        <category>Login and Passwords</category>
        <dc:creator>rmedema</dc:creator>
        <guid isPermaLink="false">7969369@/discussions</guid>
        <description><![CDATA[<p>Quicken needs to support passkey login to accounts now. I already have one institution that only accepts passkey logins</p>]]>
        </description>
    </item>
    <item>
        <title>Walmart One Pay Issue</title>
        <link>https://community.quicken.com/discussion/7974406/walmart-one-pay-issue</link>
        <pubDate>Wed, 24 Jun 2026 14:40:14 +0000</pubDate>
        <category>Download, Add/Update Accounts (Windows)</category>
        <dc:creator>brettossman</dc:creator>
        <guid isPermaLink="false">7974406@/discussions</guid>
        <description><![CDATA[<p>A previous Quicken reply stated:</p><blockquote><div><p>The OnePay issue was recently escalated, and our provider is looking into it. Unfortunately, we do not have an ETA as to when it will be resolved. We apologize for the inconvenience.</p></div></blockquote><p>Is there any way for affected users to follow or track progress on this issue?</p><p>I appreciate that it has been escalated, but as a retired software engineer with over 40 years of experience, I also know that escalated issues can still sit unresolved for quite some time without visible status updates. It would be helpful to know whether there is an incident number, status page, pinned community thread, or other place where users can monitor progress rather than periodically asking for updates.</p>]]>
        </description>
    </item>
    <item>
        <title>Pacific Premier Trust, now Columbia Private Trust - cannot connect anymore</title>
        <link>https://community.quicken.com/discussion/7974399/pacific-premier-trust-now-columbia-private-trust-cannot-connect-anymore</link>
        <pubDate>Wed, 24 Jun 2026 00:42:29 +0000</pubDate>
        <category>Download, Add/Update Accounts (Windows)</category>
        <dc:creator>moisha</dc:creator>
        <guid isPermaLink="false">7974399@/discussions</guid>
        <description><![CDATA[<p>No Longer can connect to it</p><span data-embedjson="{&quot;url&quot;:&quot;https:\/\/us.v-cdn.net\/6031128\/uploads\/V5XS0GVD4QQ8\/image.png&quot;,&quot;name&quot;:&quot;image.png&quot;,&quot;type&quot;:&quot;image\/png&quot;,&quot;size&quot;:33035,&quot;width&quot;:870,&quot;height&quot;:436,&quot;displaySize&quot;:&quot;large&quot;,&quot;float&quot;:&quot;none&quot;,&quot;downloadUrl&quot;:&quot;https:\/\/community.quicken.com\/api\/v2\/media\/download-by-url?url=https%3A%2F%2Fus.v-cdn.net%2F6031128%2Fuploads%2FV5XS0GVD4QQ8%2Fimage.png&quot;,&quot;active&quot;:true,&quot;mediaID&quot;:107180,&quot;dateInserted&quot;:&quot;2026-06-24T00:41:58+00:00&quot;,&quot;insertUserID&quot;:8382269,&quot;foreignType&quot;:&quot;embed&quot;,&quot;foreignID&quot;:&quot;8382269&quot;,&quot;embedType&quot;:&quot;image&quot;,&quot;embedStyle&quot;:&quot;rich_embed_card&quot;}">
    <span>
        <a href="https://us.v-cdn.net/6031128/uploads/V5XS0GVD4QQ8/image.png" rel="nofollow noopener ugc" target="_blank">
            <img src="https://us.v-cdn.net/6031128/uploads/V5XS0GVD4QQ8/image.png" alt="image.png" height="436" width="870" data-display-size="large" data-float="none" data-type="image/png" data-embed-type="image" srcset="https://us.v-cdn.net/cdn-cgi/image/quality=80, format=auto, fit=scale-down, height=300, width=300/6031128/uploads/V5XS0GVD4QQ8/image.png 300w, https://us.v-cdn.net/cdn-cgi/image/quality=80, format=auto, fit=scale-down, height=600, width=600/6031128/uploads/V5XS0GVD4QQ8/image.png 600w, https://us.v-cdn.net/cdn-cgi/image/quality=80, format=auto, fit=scale-down, height=800, width=800/6031128/uploads/V5XS0GVD4QQ8/image.png 800w, https://us.v-cdn.net/cdn-cgi/image/quality=80, format=auto, fit=scale-down, height=1200, width=1200/6031128/uploads/V5XS0GVD4QQ8/image.png 1200w, https://us.v-cdn.net/cdn-cgi/image/quality=80, format=auto, fit=scale-down, height=1600, width=1600/6031128/uploads/V5XS0GVD4QQ8/image.png 1600w, https://us.v-cdn.net/cdn-cgi/image/quality=80, format=auto, fit=scale-down, height=2000, width=2000/6031128/uploads/V5XS0GVD4QQ8/image.png 2000w, https://us.v-cdn.net/6031128/uploads/V5XS0GVD4QQ8/image.png" sizes="100vw" /></a>
    </span>
</span>
]]>
        </description>
    </item>
    <item>
        <title>Quicken 2016 For Windows Reinstall</title>
        <link>https://community.quicken.com/discussion/7974325/quicken-2016-for-windows-reinstall</link>
        <pubDate>Sun, 21 Jun 2026 17:04:49 +0000</pubDate>
        <category>Installing and Updating (Windows)</category>
        <dc:creator>Paul Perkins</dc:creator>
        <guid isPermaLink="false">7974325@/discussions</guid>
        <description><![CDATA[<p>Hello everyone,</p><p>I have just suffered a desktop PC failure and have had to reinstall Windows 11 and all my application software again. I had a working version of Quicken 2016 with no issues running it on Windows 11 before this. Now I am faced with having to reinstall my Quicken 2016 software again.</p><p>I apologize that I may be going over well-trodden ground again with this issue, but I have not found the specific answer on all the posts I have seen so far.</p><p>I have the original Quicken 2016 disk and running the install has been no issue. But I have fallen foul of the requirement for an Intuit ID much like many other people. I have seen messages that suggest I need to run a Mondo patch to get past this but the link for it (http://quicknperlwiz.com/quickenpatches.html) take me to page which says 404 Error - Page Not Found. </p><p>I don't remember what my Quicken ID was when it was originally installed and I never used the online capabilities of the software. If the ID was in the form of an email address then it will probably be an old email address which I no longer have access to.</p><p>Can anyone please confirm where I will find the patch(s) that I need to run are.</p><p>Thank you so much in advance.</p>]]>
        </description>
    </item>
    <item>
        <title>Walmart One Pay, and Sam&#39;s Club Credit Cards with Synchrony Bank</title>
        <link>https://community.quicken.com/discussion/7973984/walmart-one-pay-and-sams-club-credit-cards-with-synchrony-bank</link>
        <pubDate>Wed, 03 Jun 2026 20:55:41 +0000</pubDate>
        <category>Download, Add/Update Accounts (Windows)</category>
        <dc:creator>Sharp Shooter</dc:creator>
        <guid isPermaLink="false">7973984@/discussions</guid>
        <description><![CDATA[<p>It looks like the inability of Quicken to resolve the ability to download credit card transactions on Walmart One Pay, and Sam's Club have been going on for years. Walmart being the largest retailer in the US, this needs to get fixed.</p><p> Has anyone figured out a work around versus manually downloading transactions?</p><p>Is anyone at Quicken listening?</p>]]>
        </description>
    </item>
    <item>
        <title>Reports in Foreign Currencies</title>
        <link>https://community.quicken.com/discussion/7974180/reports-in-foreign-currencies</link>
        <pubDate>Sat, 13 Jun 2026 19:12:53 +0000</pubDate>
        <category>Reports (Windows)</category>
        <dc:creator>MyronD</dc:creator>
        <guid isPermaLink="false">7974180@/discussions</guid>
        <description><![CDATA[<p>I have Quicken Business &amp; Personal Version 67.10 Build:27.1.67.10</p><p>Multi-currency is enabled.  I have checked the currency list, and all the currencies that I have are listed.  USD is the home currency.</p><p>When I run a report, the report is by default set to USD.  However, when I change the currency using the customize toggle and select CAD, the report does not update to CAD.  I have tried all reports and all currencies that I have, but it defaults to USD.</p><p>Please Help.</p><p>Thanks </p><p>[Edited - Readability]</p>]]>
        </description>
    </item>
    <item>
        <title>Bloomingdales Visa</title>
        <link>https://community.quicken.com/discussion/7973766/bloomingdales-visa</link>
        <pubDate>Tue, 26 May 2026 10:59:35 +0000</pubDate>
        <category>Download, Add/Update Accounts (Windows)</category>
        <dc:creator>Lewis Bernstein</dc:creator>
        <guid isPermaLink="false">7973766@/discussions</guid>
        <description><![CDATA[<p>Bloomingdales visa has not been able to download transactions for over five days.  Windows 11 most recent update.  CC-502</p>]]>
        </description>
    </item>
    <item>
        <title>Quicken file moved from the cloud fails to update with recent transactions</title>
        <link>https://community.quicken.com/discussion/7973887/quicken-file-moved-from-the-cloud-fails-to-update-with-recent-transactions</link>
        <pubDate>Sun, 31 May 2026 17:02:23 +0000</pubDate>
        <category>Errors and Troubleshooting (Windows)</category>
        <dc:creator>Lupothebutcher</dc:creator>
        <guid isPermaLink="false">7973887@/discussions</guid>
        <description><![CDATA[<p>I moved my data file from the cloud location per Quicken's instructions, but I didn't update it first (Quicken didn't warn me to do so).  Now the moved file will not update any transactions between the date of my last update (a month ago) and the date I moved the file.  How do I fix this?  Undoing the move didn't help - the data file now has an updated save date and Update doesn't capture the old transactions here either.</p>]]>
        </description>
    </item>
    <item>
        <title>Heritage Federal Credit Union not updating</title>
        <link>https://community.quicken.com/discussion/7973545/heritage-federal-credit-union-not-updating</link>
        <pubDate>Fri, 15 May 2026 16:42:29 +0000</pubDate>
        <category>Download, Add/Update Accounts (Windows)</category>
        <dc:creator>Anob</dc:creator>
        <guid isPermaLink="false">7973545@/discussions</guid>
        <description><![CDATA[<p>Certain accounts with my credit union have not updated since the about April 3rd.  I have done the validate &amp; repair multiple times.  I have uninstalled &amp; reinstalled Quicken.  Most of my accounts with Heritage have all accounts linked together with the same user name &amp; password.  My savings account will update but not my main checking account &amp; those are the same account number!  I have done the "Report a Problem" several times as well.  I feel like I need to go back to a paper checkbook register here.</p><p>Also, when I do a One Step Update, the online balance for the checking account doesn't update.  If I do the One Step Update a 2nd time, the online balance updates but nothing comes over or clears.</p><div data-embedjson="{&quot;url&quot;:&quot;https:\/\/us.v-cdn.net\/6031128\/uploads\/PL54ROP8KLKD\/bank-account-list.pdf&quot;,&quot;name&quot;:&quot;Bank account list.pdf&quot;,&quot;type&quot;:&quot;application\/pdf&quot;,&quot;size&quot;:190514,&quot;displaySize&quot;:&quot;large&quot;,&quot;float&quot;:&quot;none&quot;,&quot;downloadUrl&quot;:&quot;https:\/\/community.quicken.com\/api\/v2\/media\/download-by-url?url=https%3A%2F%2Fus.v-cdn.net%2F6031128%2Fuploads%2FPL54ROP8KLKD%2Fbank-account-list.pdf&quot;,&quot;active&quot;:true,&quot;mediaID&quot;:105414,&quot;dateInserted&quot;:&quot;2026-05-15T16:40:14+00:00&quot;,&quot;insertUserID&quot;:10067061,&quot;foreignType&quot;:&quot;embed&quot;,&quot;foreignID&quot;:&quot;10067061&quot;,&quot;embedType&quot;:&quot;file&quot;,&quot;embedStyle&quot;:&quot;rich_embed_card&quot;}">
    <a rel="nofollow" href="https://community.quicken.com/api/v2/media/download-by-url?url=https%3A%2F%2Fus.v-cdn.net%2F6031128%2Fuploads%2FPL54ROP8KLKD%2Fbank-account-list.pdf" download="" aria-label="Bank account list.pdf">
        Bank account list.pdf
    </a>
</div>
]]>
        </description>
    </item>
    <item>
        <title>Venmo payments downloading as deposits and vice-versa</title>
        <link>https://community.quicken.com/discussion/7974359/venmo-payments-downloading-as-deposits-and-vice-versa</link>
        <pubDate>Mon, 22 Jun 2026 21:49:51 +0000</pubDate>
        <category>Download, Add/Update Accounts (Windows)</category>
        <dc:creator>Keith Davis</dc:creator>
        <guid isPermaLink="false">7974359@/discussions</guid>
        <description><![CDATA[<p>Starting about a week ago, all payments downloaded from Venmo show up in the Deposit column and all Deposits show up as Payments. Anyone else?</p>]]>
        </description>
    </item>
    <item>
        <title>Unacceptable situation with OneDrive and Quicken</title>
        <link>https://community.quicken.com/discussion/7973045/unacceptable-situation-with-onedrive-and-quicken</link>
        <pubDate>Sat, 25 Apr 2026 00:02:19 +0000</pubDate>
        <category>Download, Add/Update Accounts (Windows)</category>
        <dc:creator>Barry Berkov</dc:creator>
        <guid isPermaLink="false">7973045@/discussions</guid>
        <description><![CDATA[<p>If I can find a decent alternative to Quicken, I will move there.  The situation with it being not recommended to use Quicken with OneDrive is unacceptable.   Quicken and/or Microsoft need to provide a way to be using Quicken safely on more than one computer without haveing separate files stored locally.   I suspect I am not alone with this concern.   When I travel I use a notebook computer and want to have access to and ability to update Quicken such that when I return I don't have to make a copy of what's on my notebook and put the copy on my desktop computer or on my wife's computer.  I'm astonished that in 2026 the limitation exists and hasn't been fixed.  I guess only when people start canceling their Quickens subscriptions will Quicken make the investment necessary.</p>]]>
        </description>
    </item>
    <item>
        <title>NC SECU Accounts Not Downloading after Member Access Update</title>
        <link>https://community.quicken.com/discussion/7974078/nc-secu-accounts-not-downloading-after-member-access-update</link>
        <pubDate>Mon, 08 Jun 2026 11:59:55 +0000</pubDate>
        <category>Download, Add/Update Accounts (Windows)</category>
        <dc:creator>jhansen</dc:creator>
        <guid isPermaLink="false">7974078@/discussions</guid>
        <description><![CDATA[<p>NCSECU did an update to Member Access digital experience over the weekend, none of my NCSECU accounts are downloading.  I have attempted to reset one of my accounts to no avail, it will attempt to login and give me and MFA text, but then errors out.  This is an FYI, I don't think there is anything we can do until Quicken fixes it on their end, but any input welcome.</p>]]>
        </description>
    </item>
    <item>
        <title>Only one account says &quot;Your Quicken account and Brokerage Holdings are in agreement.&quot;</title>
        <link>https://community.quicken.com/discussion/7974391/only-one-account-says-your-quicken-account-and-brokerage-holdings-are-in-agreement</link>
        <pubDate>Tue, 23 Jun 2026 18:20:55 +0000</pubDate>
        <category>Investing (Windows)</category>
        <dc:creator>800FRobHall</dc:creator>
        <guid isPermaLink="false">7974391@/discussions</guid>
        <description><![CDATA[<p>We have seven synced investment accounts. One gives above message after each daily sync. The other six do not. What attributes must match? How can I tell what does not match so I can fix them? There should be a report or a tab like "Placeholder Entries" that can help us fix the attributes at fault.</p>]]>
        </description>
    </item>
    <item>
        <title>B&amp;H Payboo Credit Card Account &amp; Online Billing Wrong</title>
        <link>https://community.quicken.com/discussion/7974356/b-h-payboo-credit-card-account-online-billing-wrong</link>
        <pubDate>Mon, 22 Jun 2026 21:29:00 +0000</pubDate>
        <category>Errors and Troubleshooting (Windows)</category>
        <dc:creator>cyberphile</dc:creator>
        <guid isPermaLink="false">7974356@/discussions</guid>
        <description><![CDATA[<p>This is for Quicken Classic R67.10 on Windows 11.</p><p>The credit card account in Quicken Accounts for my B&amp;H Payboo credit card which is run by Comenity Bank is set up wrong.  The Account Details says there is no number available for the account number.  This is wrong.  There is an account number.</p><p>The online bill for the current statement shows the correct minimum amount due but a zero current balance.  This is wrong and impossible.  It also shows the due date to be July 12, 2026.  The statement shows the due date to be July 13, 2026.  Probably as a result of these errors, there is no bill listed in the Bills &amp; Income tab.</p><p></p><p>UPDATE: I'm now seeing a bill listed in the Bills &amp; Income tab but only the minimum amount due is listed.  There is no option to show total amount due as there is for some other online billers.</p><span data-embedjson="{&quot;url&quot;:&quot;https:\/\/us.v-cdn.net\/6031128\/uploads\/Y1TLOOOTQVR4\/redacted-payboo-billing-issue.jpg&quot;,&quot;name&quot;:&quot;Redacted Payboo billing issue.jpg&quot;,&quot;type&quot;:&quot;image\/jpeg&quot;,&quot;size&quot;:65664,&quot;width&quot;:1224,&quot;height&quot;:1584,&quot;displaySize&quot;:&quot;large&quot;,&quot;float&quot;:&quot;none&quot;,&quot;downloadUrl&quot;:&quot;https:\/\/community.quicken.com\/api\/v2\/media\/download-by-url?url=https%3A%2F%2Fus.v-cdn.net%2F6031128%2Fuploads%2FY1TLOOOTQVR4%2Fredacted-payboo-billing-issue.jpg&quot;,&quot;active&quot;:true,&quot;mediaID&quot;:107123,&quot;dateInserted&quot;:&quot;2026-06-22T21:25:43+00:00&quot;,&quot;insertUserID&quot;:8434641,&quot;foreignType&quot;:&quot;embed&quot;,&quot;foreignID&quot;:&quot;8434641&quot;,&quot;embedType&quot;:&quot;image&quot;,&quot;embedStyle&quot;:&quot;rich_embed_card&quot;}">
    <span>
        <a href="https://us.v-cdn.net/6031128/uploads/Y1TLOOOTQVR4/redacted-payboo-billing-issue.jpg" rel="nofollow noopener ugc" target="_blank">
            <img src="https://us.v-cdn.net/6031128/uploads/Y1TLOOOTQVR4/redacted-payboo-billing-issue.jpg" alt="Redacted Payboo billing issue.jpg" height="1584" width="1224" data-display-size="large" data-float="none" data-type="image/jpeg" data-embed-type="image" srcset="https://us.v-cdn.net/cdn-cgi/image/quality=80, format=auto, fit=scale-down, height=300, width=300/6031128/uploads/Y1TLOOOTQVR4/redacted-payboo-billing-issue.jpg 300w, https://us.v-cdn.net/cdn-cgi/image/quality=80, format=auto, fit=scale-down, height=600, width=600/6031128/uploads/Y1TLOOOTQVR4/redacted-payboo-billing-issue.jpg 600w, https://us.v-cdn.net/cdn-cgi/image/quality=80, format=auto, fit=scale-down, height=800, width=800/6031128/uploads/Y1TLOOOTQVR4/redacted-payboo-billing-issue.jpg 800w, https://us.v-cdn.net/cdn-cgi/image/quality=80, format=auto, fit=scale-down, height=1200, width=1200/6031128/uploads/Y1TLOOOTQVR4/redacted-payboo-billing-issue.jpg 1200w, https://us.v-cdn.net/cdn-cgi/image/quality=80, format=auto, fit=scale-down, height=1600, width=1600/6031128/uploads/Y1TLOOOTQVR4/redacted-payboo-billing-issue.jpg 1600w, https://us.v-cdn.net/cdn-cgi/image/quality=80, format=auto, fit=scale-down, height=2000, width=2000/6031128/uploads/Y1TLOOOTQVR4/redacted-payboo-billing-issue.jpg 2000w, https://us.v-cdn.net/6031128/uploads/Y1TLOOOTQVR4/redacted-payboo-billing-issue.jpg" sizes="100vw" /></a>
    </span>
</span>
]]>
        </description>
    </item>
    <item>
        <title>State Employee&#39;s Credit Union accounts are not updating. What is the best way to fix this?</title>
        <link>https://community.quicken.com/discussion/7974298/state-employees-credit-union-accounts-are-not-updating-what-is-the-best-way-to-fix-this</link>
        <pubDate>Fri, 19 Jun 2026 20:49:23 +0000</pubDate>
        <category>Errors and Troubleshooting (Windows)</category>
        <dc:creator>taytay</dc:creator>
        <guid isPermaLink="false">7974298@/discussions</guid>
        <description><![CDATA[<p>State Employee's Credit Union accounts are not updating. What is the best way to fix this?</p>]]>
        </description>
    </item>
   </channel>
</rss>
