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@Quicken Kristina Thanks for the status update. There's an issue that's been discussed several times in this forum over the past few weeks, but is not included on yourlist: Short Term Capital Gains transactions are incorrectly categorized as Dividends. At one point this was happening with Long Term Cap Gains as well, but…
When will Quicken Classic Starter be able to download Fidelity NetBenefits data directly into my Quicken account via One Step Update? This is getting ridiculous. it can't be that difficult to make this happen. Please provide a reasonable comprehensive update.
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…
I am absolutely flabbergasted that Quicken will be asking for a price increase for software that currently does not even work as advertised. For months I have been dealing with my fidelity accounts synchronization problems and yet with no real solutions in sight the company is sending out a notice of price increases. I…
I used to be able to update property values of my rentals via Zillow. Now on all of my rental properties and my home address I get a message "No Zestimate for this property". Not sure if this is a global issue or something wrong with my local quicken install. Using quicken classic Business and Personal Version R65.29 Build…
For many years now my budget report has not totaled when showing by Category Group. For a long time, I thought it was due to a mixture of Income and Expense categories in a couple groups even though I specified the Mixed / Default Group Type in the Budget. However! I have discovered the problem may actually be one of…
Am using Quicken Classic v8.4.0 for macOS 15.6.1. Reconciliation finally works for my Fidelity Cash Management Account and for a non-managed Fidelity account. The CMA indicates the cash balances are currently held at QPIQQ Wells Fargo NA, QBNYQ The Bank of New York Mellon, and QUSBQ US Bank. The non-managed account uses…
My USAA transactions aren't downloading. The last successful download was on 17.12. No new transactions until 2 days ago, 21.12. I've had three new transactions, but they aren't downloading, but the online balance is correct. I noticed after the update I installed today that my PenFed accounts were downloading correctly…
I have at least 10 different bills in the "Bills & Income" list that say "Awaiting next bill" and have been saying this for MONTHS. I have recently missed two payments because these bills never let me know there was a new bill. I have searched here on the forums and none of the solutions they have suggested work. My…
This discussion was created from comments split from: RE: Updated 12/19/25 Fidelity Updates .
Since Quicken "updated " the new Billing platform, it has failed to work for me. Most of my billers are not recognized (even Netflix…seriously?) and the ones who are do not update. The status stays in "awaiting next bill" or "Fix" this issue. I've tried everything, and in the process have messed up my online accounts. The…
I have updated to the latest quicken version R65.29 and I'm still getting errors when trying to download from PNC Direct Connect. Any fixes or suggestions?
I think that I finally found a solution to this issue which I discovered more than a year ago. I am interested to hear any feedback from other users that experienced this issue, in as far as I am aware, Quicken support never made any acknowledgment of this issue, nor recommended any ways to work around this. My first…
i have reauthorized both, go through the process of reconnecting and then when all looks fine and wonderful, under "Action" it says do not add and therefore nothing in downloaded. the DO NOT ADD is there and cannot be changed.
The webpage for my account says renewed through Nov 2026, but Quicken using the pull down About selection says expired on Nov 21, 2025. It is now Dec 26, 2025..you'd think that woudl be updated by now?? There was a thread about this from 2022, but it was (a) closed and (b) the link there explaining how they fixed it then…
I have two Chase accounts setup for download using EWC+. One account correctly reconciles all of my transactions after I hit done. The other account does not. This behavior has been happening ever since I established the new account, which doesn't auto-reconcile. It never has auto-reconciled, but my original account does.…
I use Quicken Classic and can't get a download of transactions from accounts at LPL Financial through Equitable.
I just purchased Quicken Classic Premier (Windows). I imported a MS Money file. Quicken successfully imported the data (for the most part) and with a few adjustments I have everything working well as far as account balances go. In the Accounts bar, a few of my accounts appear in the Business category. That's OK because…
My CPA asked for some YE amounts and I tried to print out relevant pages of Tax Summary. There is no way to include the amounts on each transaction. I tried regular and landscape pages. They are in the report, but not able to print one page. HELP!
Hello Everyone, Quicken Support will be closed on Thursday, December 25, 2025, in observance of Christmas. As a reminder, all banking institutions will be closed on Christmas, which will cause transactions and stock quote updates to be delayed by 24 - 48 hrs. We appreciate your patience and wish you all a safe and Happy…
We are currently seeing an issue with Honda Finance returning a CC-508 or CC-505 in Quicken Classic for Windows and an FDP-108 or FDP-105 error in 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 bookmark ribbon located…
The latest Quicken for Windows release R65.15 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 are receiving reports that customers trying to add an HSA account from Charles Schwab to Quicken are not seeing the account in Quicken for addition. The account is visible on the authorization page on the bank's website. This has been escalated internally, though we do not have an ETA at this time. To be notified of…
We are receiving reports that customers attempting to connect accounts to Quicken Classic for Windows and Quicken Classic for Mac are encountering a FDP-2001 error. 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…
Happy December, and with it we bring you some—✨ Holiday Nostalgia Icebreaker ✨ Every year, the holidays bring out memories I didn’t even realize were still tucked away in my brain. Especially when it comes to decorations. Growing up, our Christmas tree always had tinsel—not the classy, evenly placed kind, but the “grab a…
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’re aware of an issue with Sallie Mae connections. Some customers are seeing errors when trying to connect or refresh accounts with Sallie Mae Bank or Sallie Loan. Depending on the platform, the errors may appear as FDP-105 or CC-505. Our teams have escalated this issue and it’s currently under investigation. While we…
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…
UPDATED 11/10/25 PNC Bank -Direct Connect and PNC - Web Connect
Great job to our most active members for this month!
