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Quicken Classic user. My monthly bills are not adjusting, even though they are set up to be adjusted based on the previous 3 months' payments. Always the same $ amount every month. This has been going on forever, even though all my settings are correct. I've even deleted the reminder and entered a new one, and it never…
When running a Transactions by Acct report and only asking for 1 category the results include additional items like transfers to accounts that do not include the category requested? How can I eliminate those and just get the requested category?
I need to talk to a real intelligence, not an artificial one. My question is very simple, but I don't have the terminology in which to present it. It involves creating a new (insert terminology here) to create a new income/expenditure record for 2026 I am a musician, and I use Quicken to record my income and expenditures…
I am using Quicken 2014 Home and Business. I have a credit card account that I enter charges manually. There are 7829 entries in the account. Today I entered an amount which would be 7830 entries. When I hit enter the program crashes and closes. When I reopen it crashes the moment I choose the account in the account bar.…
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…
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 $0.00 for accounts. Consequently, Compare to Portfolio operation in the Online Center fails for many holdings. However, the Online Center shows the correct cash balance for each account in…
Tonight I updated the accounts and was surprised to find the total was off by over 30%. Upon further inspection, I discovered that in one Fidelity account, Quicken reported only three investments. However, when I reviewed my Fidelity account online, there were actually seven investment positions. [Edited - Readability]
On all my invoices past and present the Bill To information and Re information are the same so I cannot distinguish what the invoice is for in the Re line now???
I see this question has arisen over the years, so I'm hoping I just inadvertently selected a different option somewhere that is causing this behaviour. In the past, when I clicked One Step Update, it queried for the Vault Password (if not already entered for this session) and I entered it. After entering my password, I had…
My home currency is set to "UK Pound Sterling" but on the main dashboard it shows all of the UK Pound Sterling amounts with the USD symbol ($). 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…
(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…
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…
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…
We’ve received reports from some users that transactions are missing, while others are seeing incorrect balances or a $0 balance. There have also been reports of missing securities, along with other issues. If you are experiencing any of these problems, please contact Quicken technical support. We are gathering information…
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…
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…
UPDATED 11/10/25 PNC Bank -Direct Connect and PNC - Web Connect
Great job to our most active members for this month!
