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Have any Quicken users noticed a discrepancy in Quicken download stock (not mutual fund) prices and the stock prices that Wells Fargo shows on on the Wells Fargo website? I download quotes around 8pm and the prices that Quicken downloads do not match the prices Wells Fargo shows on their website so it is not possible to…
Everbank is unbelievably slow with the MFA. Takes several minutes to send the SMS, then another couple minutes to verify the code. Other banks are very fast. This was allegedly being worked on months ago, but still persists. Any updates, or need a new ticket? Thx.
Release 66.23 / Build 27.1.66.23 I woke up this morning to find that the overnight scheduled download had not appeared to have run, but instead discovered that there were no institutions available for download because my Password Vault had been erased (contained no entries at all). The vault wasn't deleted because the…
In my home page, I have created several asset allocation pie charts and Portfolio Value Graphs by Asset Class (for each of several investment accounts and their combinations). Each chart uses a different color scheme, making it very hard to look across multiple accounts! How can I ensure that the same color scheme is used…
For years I used the Class feature in Quicken 2004. This allowed me to keep track of my budgeted categories by showing a balance in each of the defined Classes and sub-Classes. The Class feature allowed for both income and expenses to be itemized in each Class and showed a balance for each Class (unlike the use of…
Ever since Fidelity cut over to Quicken's new download technology, closing prices for these items have been incorrect. Prior to the conversion, the previous day closing prices shown after a Quicken transaction download match those shown on Fidelity's website shown in the Positions page after I log into my account. Now they…
I am using Quicken Classic for Windows R66.18 and have multi-currency support enabled for some accounts. When I look at the Banking/Transactions report, I only see amounts in my home currency regardless of what I have selected in the report Other / Currency: <Foreign Currency Selector> box. This seems to be a new-ish issue…
Hello Following up on ONGOING 2/17/26 NY's 529 College Savings Program - FDP-102 / CC-502 as its been a month since any updates. I am receiving a new error now (FDP-103) regarding invalid credentials. I can verify I am using the correct credentials as they work when access the website directly. Is anyone else recieving the…
In the past week, I started receiving an email from Apple titled "You requested your purchase details" every time Quicken does a One-Step Update of my accounts; specifically, my American Express account where I charge my Apple subscriptions. The body of the email states: Hello, Thank you for viewing purchase details…
Capital One has now taken over Discover Credit Card, and I was able to successfully link my Quicken Discover Card account to the new Capital One account. But as of now, Discover Bank Checking and Savings are staying on the Discover website. Quicken has asked me to update the Discover account information, but when I try to…
I recently loaded quicken classic on a new pc - restored using my latest save from the PC I've replaced. Was successful connecting Truist but not M&T ———would time out and indicate no internet connection. After calls with both M&T (not very helpful but they're bankers not IT professionals) and quicken support. Still I was…
Trying to create a new account: Robinhood. I have exactly one Robinhood account. When I go through the process of adding the account, all seems OK, but I am notified that no account was found and am told to Try Again. And again and again…. [Edited]
This discussion was created from comments split from: Issues with VOYA - again .
Quicken Classic Premier. Windows 11 on desktop. In one of my files (I have 3), all transactions since February 2023 in all accounts have disappeared. I validated the file with no improvement.
Quicken for Windows did this just fine, but the Mac version does not. Using a python script, I create a QIF file from a list of transactions from my rental property manager and import that QIF file into Quicken. Again, Windows worked fine, but the mac version complains that it can only import into an empty file. I tried…
Having a new issue where the next deposit (paycheck) is disappearing. Not the whole series, only the next one. For example, two paychecks, 15th and last day - I see April on with no issues, but 3/31 for both continually disappear. I can edit the series and they will show but then after an update or a period of time they…
We’ve received reports from users encountering FDP-105/CC-505 errors with Barclays-related financial institutions in Quicken for Windows and Mac. The following FIs apprear to be affected: Barclays Bank Delaware Banana Republic Credit Card Barclays CC Old Navy Credit Card AAdvantage Business-Barclays Athleta Card US Airways…
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…
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…
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…
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…
Hi everyone, We know some of you have been running into issues with your Fidelity accounts in Quicken. Thanks for your patience while we work through these. Below is the latest update on what’s happening, what’s fixed, and what you can do in the meantime. Fixed or Being Released Duplicate Transactions (Windows) – Some…
We have started rolling out Quicken Classic for Mac 8.3 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…
https://community.quicken.com/discussion/7847546/quicken-community-guidelines [Reposting due to the original post being lost]
Mastering Tagging in Quicken (Mac & Windows) by: Janean Comfort Hello Quicken Community! It’s been a little while! But we are back and this month, we’ll dive into tagging strategies that work for both Quicken Classic for Windows and Quicken Classic for Mac users. We’ll also walk you through the steps of how to apply tags…
Fidelity Investments has made changes to the way it shares money market/cash transactional information with Quicken users on Mac and Windows. Quicken Windows users: Quicken Windows users may need to change the Money Market representation if they are not prompted. You can do this by clicking the Cash link in the account or…
UPDATED 11/10/25 PNC Bank -Direct Connect and PNC - Web Connect
Great job to our most active members for this month!
