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I use windows and back up to dropbox. I have seen in the community that others have this problem as well. When will a fix be available?
Golden 1 Credit Union upgraded their system on Saturday 2/21/2026 and now I'm unable to get connected. Depending on which Golden 1 CU I choose when I start to setup the connection I get one of the 2 errors below. I've tried disconnecting my accounts and creating a new connection but still couldn't get connected. I did wait…
So, I have, for some odd reason, three credit cards operated by Capital One. Two are tied to one login. One of them has a separate Cap One login and is not working for the One Step Update. When I try to Reset the account and go through the Setup routine and select Sign in to attempt to login to that unique online account,…
The name change occurred with my first one setp update following upgrade to 27.1.66.18. I saw the same sort of name change with my Fidelity account a while ago (fall of 2025) and it had to do with Fidelity's switch from Direct Connect to EWC+. However, Bank of America (along with Merrill Lynch which is owned by Bank of…
The update has totally screwed up my fidelity investment account with a variance of over 1 million dollars from actual value…..Does anyone test updates before they are released?
As of 2/24/2046, after OSU, Fidelity removed most holdings from the Fidelity accounts in the Online Center and made the cash balances $0.00 for accounts. Consequently, Compare to Portfolio operation in the Online Center fails for many holdings. However, the Online Center shows the correct cash balance for each account in…
The last entry in the Income section of the budget report an unscheduled category " "Everything else" appears with a large entry in the budget column. It also appears in several places in the spending section of the report. Where do these come from and how do I eliminate them?
(Quicken Classic Premier Version 8.4.2 (Build 804.59835.100), macOS 13.7.8) The Securities section for Fidelity accounts only displays Cash after "update account" in Brokerage Account. All Funds/Securities have disappeared. The Roth IRA account is missing several funds while displaying most of them. The share price and…
Tonight I updated the accounts and was surprised to find the total was off by over 30%. Upon further inspection, I discovered that in one Fidelity account, Quicken reported only three investments. However, when I reviewed my Fidelity account online, there were actually seven investment positions. [Edited - Readability]
I was asked to "reauthorize" my Fidelity Investment accounts for downloading from Fidelity to Quicken, which I was able to do. However, when it gets to the screen that asks if you want to "add the account" or "link to an existing account", I select link to existing account. When the list of Quicken Investment accounts…
My home currency is set to "UK Pound Sterling" but on the main dashboard it shows all of the UK Pound Sterling amounts with the USD symbol ($). Any ideas on how to correct?
It would be useful if there were some sort of visual monthly separators (maybe colour coding/shading) in the Quicken registers as a lot of people probably manage their budget on a monthly basis.
I was recently reconciling my most recent 401k account b/w Quicken and my 401k site and in comparing the holdings, I noticed that one of the securities in this 401k account is also bought during a different timeline in another rollover IRA account. The security in the 401k was sold (in 2022) but the holdings for that 401k…
Multiple accounts at Fidelity use SPAXX government money market fund for cash. This began creating a discrepancy after every transaction download sometime last year (but I lived with it). Recently I was able to configure one account to treat that fund as cash and I am waiting to see how that works out. But on the other…
Starting today, 2/24/2026, Bank of America will begin a migration where the following bids will be affected: 6312 Barnes & Noble BOA 26700 FIA Card Services - 9363 World Wildlife Fund Plat. Visa MC 23256 AAA Financial Credit Card 7377 NEA-R BOAMasterCard 40854 Bankcard Services Express Web Connect B Credit Card 26757 Bank…
Users on both Quicken Classic for Windows and Quicken Classic for Mac are reporting connection errors when attempting to update accounts with Golden 1 Credit Union. This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as they become available, please click the bookmark…
We are getting reports that users are unable to connect to Boeing Employees' Credit Union using Direct Connect. In Quicken Classic for Windows, this generates an OL-294-A error, and in Quicken Classic for Mac, users see an OFX error 16503. This has been escalated internally, though we do not have an ETA at this time. To be…
US Bank Brokerage accounts have been temporarily paused while US Bank performs maintenance. US Bank estimates that this specific account type will be unavailable for approximately one week. For further information or help, please contact US Bank at 1-800-872-2657. Thank you for your patience while this issue is resolved—
Users are reporting that, with the new Bilt Rewards BID through Plaid, transactions aren’t downloading, and the balance is incorrect. Some users have reported starting with no transactions, and others have said the connection worked initially, but transactions have stopped downloading since then. We’ve also had a some…
One of our product designers is exploring ways to make it clearer when the account register isn’t sorted by date—and how that affects the transaction order. We specifically would like to discuss register sorting and are looking to talk to those who may have this issue, especially if you are newer to using Quicken. Your…
The latest Quicken for Windows release R66.11 is now being made available in staged release format to a limited number of users. Before you install this update, we recommend performing a One Step Update to ensure your data is up to date. If you use Quicken Mobile or Quicken on the Web, this will also sync your data to the…
Welcoming January and the New Year! This is your sign to pause and be kind 💬 Drop one positive word or affirmation for the next person who reads this 👇 Here's mine: You are doing better than you think, and that is enough!
We have started rolling out Quicken Classic for Mac 8.4 into a stage release. You can get the latest Quicken build by clicking "Check for Updates" under the Quicken menu. Thank you for your help and support. Best Regards, The Quicken for Mac Team Please take a moment to review the summary and try the new features in the…
We’re always looking for ways to make budgeting easier and more effective for you! We're conducting a quick survey to learn more about how our users approach budgeting and how you feel about using Quicken's budgeting features. Your insights will help us continue improving Quicken to better meet your needs. In addition to…
UPDATED 11/10/25 PNC Bank -Direct Connect and PNC - Web Connect
Great job to our most active members for this month!
