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This discussion was created from comments split from: Issues with FZDXX Money Market and Cash in Fidelity Investment Accounts .
This discussion was created from comments split from: CC-601 Error - Fidelity Brokerage Accounts not updating. .
I think I am running into similar issues reported in 2020 (over FIVE YEAR ago) in the thread below. As I've run validate, I have had a range of things done to my files: Categories are reported as removed "Duplicate" transactions between downloaded and reconciled transactions deleted Reconciled balances messed up because of…
Hello: Tagging on to other posts re Fidelity transactions not downloading, none of my brokerage or IRA accounts are downloading. The last successful transaction download in any of the accounts is 31 Dec. It wasn't too many months ago it took WEEKS to fix a download problem, and now we're at it again!!
Every update seems to change some of the preferences. Specifically, the one that bothers me the most is it often removes the Quicken toolbar. It is getting to the point where I automatically remember all the many clicks needed to reset preferences.
Since Apr. 3, 2026, unable to connect to DCCU via direct connect. Immediately returns error OL-297-A, unable to establish an internet connection. Other online institutions update normally. If I attempt to reset the account, it opens a blank window, the program freezes, and must be closed through the Windows Task Manager.
Several of my securities had price updates for April 3, when the markets were closed for Good Friday. I deleted the prices, but when I did a One Step Update today 4/6, the prices came back. This is incorrect! Problem reported in Quicken.
I'm using Quicken Classic Premier for Windows. For months now I've been having continuing trouble with categories in reports. For starters, the Categories list in the "Customize" dialog for reports does not match the master categories list. In particular, all sub-sub-categories (i.e. those of the form A:B:C) show up twice…
Hi - I have a brokerage account that is assigned to a business that contains Cash & Marketable Securities. Yet when I run a Business Balance Sheet report it doesn't show up in the report. How do I get that assigned in the report?
I have used Quicken for Windows for years and successfully migrated from Microsoft Money years ago. I have several IRA accts created under Money. Each of those IRAs have separate Cash accounts linked to them. I receive dividends routinely on investments within these IRA accounts. Some dividends have misc fees associated…
An Accounts Payable feature needs to be available in Quicken Classic Home and Business as soon as possible. It’s entirely necessary for most small businesses.
It would be super helpful to have the invoices we print from the program to show the original amount due, the payments applied with the pertinent information (ie. date paid, check #) and then the final amount due at the bottom. Can the payments applied be added what is showing on the invoice? Joshua Polvogt See example……
I'll start: I would say, maybe, for creating a wild abstract painting that became iconic. I really like to paint. What about you? If you could be famous for one thing, what would it be?
I have read previous discussions, but I am unable to determine if any solution was suggested. I have a Roth 401(k) after tax deduction in a memorized paycheck. The Roth 401(k) is in a Fidelity 401(k). As was posted previously, Fidelity does not break these contributions down on their website and they show in one account.…
Recently, I created a Transaction report where only the Category Restaurant was chosen. The problem results from a split transaction. In the transaction there were four entries only one of which was the category Restaurant. The Restaurant amount was $262.08 while the total split transaction was for $1,574.08. In the report…
Months ago and again this quarter I'm seeing Dividend Entries in my Etrade Brokerage statements that show differences between the Dividend and the amount actually Reinvested. In the Comments column of my brokerage statement is the note ACTED AS AGENT. The amount in question ranges from $0.01 to $1.51. I gather this hit is…
I'm using the 2013 Deluxe version (that's all I need), and I hope this is the right place for this. I'm trying to create an expense report for non-discretionary spending for the past year. I've done this before (three years ago) so I'm modifying a saved report for this year, but some categories, sub-categories and payees I…
We have multiple accounts held in multiple investment firms with the same securities held more than one account. It would be great to be able to export all holdings by lots from multiple accounts into Excel in case one is looking to reduce holdings in a particular security based on whether you hold long or short term gains…
We are receiving reports that users are encountering FDP-102 when attempting to connect to America First Credit Union. This issue has already been escalated internally, and our team is actively working to resolve it as quickly as possible. While we do not yet have an estimated timeframe for a fix, we will continue to…
We are receiving reports that users are encountering OFX Error 200 when attempting to connect to Northwestern Mutual Inv Svs – NMIS. This issue has already been escalated internally, and our team is actively working to resolve it as quickly as possible. While we do not yet have an estimated timeframe for a fix, we will…
We are receiving reports that users are experiencing FDP-102 and CC-502 errors when attempting to connect to Westerra Credit Union on both Quicken for Windows and Mac. We are aware of this issue, and our team is actively working to resolve it as quickly as possible. While we do not yet have an estimated timeframe for a…
We are receiving reports of customers encountering FDP-101 and CC-601 errors with Navy Federal Credit Union across all platforms. We are aware of this issue, and our team is actively working to resolve it as quickly as possible. While we don’t yet have an estimated timeframe for a fix, we will continue to provide updates…
We are receiving reports that customers trying to connect accounts with Palisades Credit Union are encountering an FDP-390 error. This is being shown in Quicken for Mac. 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…
We are aware of an issue where users may be unable to re-add multiple VyStar Credit Union accounts due to FDP-106 or CC-506 errors during the connection process. This issue has been escalated internally; however, we do not currently have an estimated timeframe for resolution. To receive updates as they become available,…
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 users…
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…
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…
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!
