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It seems Service Credit Union has disappeared again from the list of financial institutions. I'm seeing the message: Account must be re-setup due to bad connection state, UNKNOWN ANOMALOUS STATE.(1006) This has been happening for two days now. I disabled the connection in downloads and tried to reconnect, but SCU (my…
Quciken uses a balance for reconciling Bank of America accounts that includes pending transactsions. This has been an issue for several months. When will it be fixed?
I have accounts in nine finacial institutions with some having many different accounts. it would be very niceto be able to have callapsable groups so I can view only the accounts of a certain institution.
Quicken Premier for Windows. Latest version. Since I enabled a passkey on my Target account, Windows is unable to download transactions. AFAIK, the Target account still has a valid password (unless Target disabled passwords when one enables passkeys). Anybody still able to download from Target?
I am not able to setup Columbia Bank to One Step. I follow the process to add but when Quicken gets into the banks site to add the account I can't. Under the Actions area where you select what to do it has the wording "Don't add to Quicken". There is no dropdown option to select to add account or merge with an existing…
I have searched to find recent/relevant discussions about Fidelity, and give up and am creating this post. There is an announcement thread last updated on 10/28 by @Quicken Janean https://community.quicken.com/discussion/7965464/updated-10-28-25-fidelity-updates In it, you write: "If you experience one of the issues above,…
For years a Fidelity account held a security, "<corp name> SMALL CAP FUND RETAIL". Sometime after 12/31/24 the name changed to "<corp name> SMALL CAP RETAIL" but the ticker symbol remained unchanged. This was not an issue until the method of downloading Fidelity accounts was changed near the end of 2025 whereupon Quicken…
It used to work correctly until a few days ago, maybe a week. Now it categorizes VTI, VOO and VIG as "Not Classified". Stock Intersection is now empty. Please fix this. See attached image.
I am retired, and I have scheduled monthly withdrawals from Vanguard IRA's. These are set up in quicken as transfers FROM Vanguard TO my bank account. When I enter it via scheduled bills and deposits, I get a flag question that asks "Do you want to record this as a 2025 or 2026 IRA deposit? I can't close the dialog box…
I have two active Quicken databases—one for myself and another for some accounts I manage. When I switch from one database to the other, I have to reauthenticate the Fidelity accounts. All of the Fidelity accounts in the two databases are accessed through the same user name and password. Until the recent Fidelity/Quicken…
Please add "average cost" to the FIFO and LIFO dropdowns in an investment account's settings and clarify how the "use average cost" (in Security Details) box is used relative to those dropdowns. Note, Canadian tax law requires use of average cost only (ie FIFO and LIFO are not allowed), so Canadians using Quicken can't…
Have Quicken Windows, Computer rebooted, now I just have a dashboard view with some cards. The whole page that listed my accounts and holdings is gone. I have the small account list on the left side of the page, but I no longer have the main page with account, holding, shares, prices etc. What happened and how do I fix it??
We have several accounts on quicken and we have never synched with Chase Bank, until yesterday. I added a new Chase account to quicken and went through the process of initiating synching and uploading the banking information into quicken. I ended up with several duplicate bank accounts showing different balances! Some…
While I am able to download transactions automatically to Quicken, I am unable to receive my online bill. Quicken provides multiple Simmons Bank icons to select from: CenterSuite, Personal Account, Pine Bluff, etc. Is there one for credit card holders, who don't have bank accounts?
Earlier this week, Quicken properly downloaded my Fidelity transaction in which I exchanged all shares of a mutual fund for another. The problem is that it lists both mutual funds in my portfolio and still lists the fund I no longer own as "Currently Held." Because Quicken is not removing the sold security, it is showing…
Fidelity downloads the bond purchase, and an accompanying payment to the bond seller for accrued interest. However, it's interpreting the accrued interest payment as a MiscExp with the _Accrued Int category. I don't think this will correctly account for the accrued interest being part of the cost basis of the bond,…
Hello, I am a 24+year customer using the Windows version of Quicken Classic Business & Personal. In 2022, it was recommended that I rebuild my Data File as it had gotten too big. I was recently, trying to reconcile my Investment Accounts (which I have 16), resulting in the need to update/correct entries. My issue here is…
I have been a Quicken user since it became available for the Mac. Last year I upgraded to the business version to better support my business finances. Since Early December I have not been able to connect Quicken to Citizens Bank because of error 501. I deleted the connection and have repeatedly tried to set it up again and…
We have received several reports from users that the Portfolio X-Ray tool available in Quicken Classic for Windows is incorrectly showing some holdings as ‘Not Classified’. It appears like this issue mostly affects ETF-type assets. Our team is actively investigating this and working toward a fix. We apologize for the…
We are receiving reports that America First Credit Union is returning Direct Connect errors when users attempt to add or update accounts in Quicken. Our team is actively investigating this and working toward a fix. We apologize for the inconvenience and appreciate your patience while we resolve the issue. To be notified of…
We are aware of an issue with NY’s College Savings Program BID 66574 returning the following errors: QWIN: CC-502 QMAC: FDP-102 Our team is actively investigating this and working toward a fix. We apologize for the inconvenience and appreciate your patience while we resolve the issue. To be notified of updates as they…
We are aware of a connection issue with Berkshire Bank WC BID 55692. An error may not show in-product, but we are seeing these errors internally. Our team is actively investigating this and working toward a fix. We apologize for the inconvenience and appreciate your patience while we resolve the issue. To be notified of…
We are aware of an issue with EQ Bank returning the following errors when customers attempt to add or update accounts: Quicken for Windows: CC-506 Quicken for Mac: FDP-106 Our team is actively investigating this and working toward a fix. We apologize for the inconvenience and appreciate your patience while we resolve the…
We are receiving contacts from customers who are unable to connect or update their accounts with Vancity Credit Union due to the following connection errors: Quicken for Windows: CC-502 Quicken for Mac: FDP-102 It appears like the connection issues may be the result of a recent change on the FI site. Our team is actively…
We have been made aware of an issue where some users on Quicken Classic for Mac are unable to import a QFX file. Users may encounter the error message "Unable to read the selected web connect file. Please contact your financial institution" Our team is actively investigating this and working toward a fix. We apologize for…
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!
Microsoft is reporting outages on their end that are affecting Outlook users' ability to send/receive emails currently. This may prevent Quicken users who use Outlook from receiving MFA codes. You can switch to phone MFA options from the bank's website, or wait until the outage resolves. To be notified of updates as they…
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…
UPDATED 11/10/25 PNC Bank -Direct Connect and PNC - Web Connect
Great job to our most active members for this month!
