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Good morning, all. My PNC Bank accounts have not downloaded any transactions since 2/23/2026. I am using Direct Connect. No errors, no warning, just no transactions. I have already Reset the connection, Deactivated/Reactivated connections, and still not transactions. I am using Quicken Classic version R66.18, Build…
I successfully archived a file based on end date. However when I try to create a copy or archive giving a start date (to get most recent data only), I get the "Something went wrong. Please try again later." message. A file is created, but it still has older data. I ran the Verify process. Some errors were corrected. I…
This was closed but never resolved for me. I still can't add this institution, and it's been months. https://community.quicken.com/discussion/7970595/can-039-t-add-activate-tower-federal-credit-union-accounts-on-quicken-desktop-for-mac [Edited - Enabled Link]
I'm using Quicken Classic Deluxe on Windows 11 Home, Version R65.29, Build 27.1.65.29 Note that this is a release dated 12/22/25. Originally I was running the most current release R66.23 dated 3/2/26 but it caused the problem I describe below. The customer support agent had me install the older release, essentially turning…
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…
After One Step Update, Accept All to match entered and downloaded transactions, I get this verification message and an Entry in the register with no Security. It only happens with one investment account of several. There are no placeholders. How do I stop it?
I'm a long time user, today Vanguard is showing only POSITIONS on downloads not the usual necessary POSITIONS AND TRANSACTIONS? Did some digging, but can not change the TRACKING METHOD which now shows only POSITIONS. Bad news for us Vanguard fans if true. Have recently moved some account from others to SCHWAB and their…
I have one Direct Connect account, Wells Fargo, and it's download results are no longer listed in the One Step Update Summary. Also, in the Account List window the Last Download column is not populated. However, the various Wells Fargo accounts I have are actually updated. Any ideas how to fix this or is it inherent with…
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…
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]
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…
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…
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…
My company recently shifted to a new Brokerage for managing 401k and the names of some securities changed. I want to keep all 401k transaction history intact in one account so I revised the old 401k Account Details in Q to reflect new 401k mgmt. I also want to continue downloading complete positions and transactions. But…
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!
