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UPDATED 11/10/25 PNC Bank -Direct Connect and PNC - Web Connect
2 days ago, I did my normal d/l. I have 4 accounts. When the d/l finished, there was a large discrepancy on one of my accounts, namely my IRA Managed Acct. I tried d/l over the next day or two but it never corrected itself. Today I first reset the account without success. I then deactivated and reactivated the accounts,…
When adding a Property Tenant in Quicken, there is a selection to create a Rent reminder or not to create a Rent reminder. Today, if you turn it on, you can select the Account for the Rent to deposit into, but you cannot specify the Income Category to use to post the income. There does seem to be a generic Category it will…
The password is unnecessary on the password vault.
About a month ago, I reset my Windows 11 home laptop, so I had to reinstall Quicken. Since that time, Quicken Classic Deluxe, R66.28, build 27.1.66.28 does not restart in the screen last used, but instead starts in the default screen. Please tell me how to update this setting, even if it requires editing the Registry.…
In the past Quicken's automatic Payee renaming has worked quite well, but recent changes have made the option much less useful for me. Here are some examples: Date —- Downloaded name — > Changed to 12/13/24 —-MO'S WINE & SPIRITS FAIRFIELD CT — > Wine & Spirits 12/7/24 —-Western Conn Medical Group —> Conn's 11/22/24 —-…
This discussion was created from comments split from: migrating from Quicken 2015 to new Classic Deluxe .
I'm considering migrating from Quicken 2015 (version 2.9.7) to the current Quicken Classic Deluxe. This seems to be the best fit for me. I want desktop software, no need for iPhone, iPad or cloud storage. Will I need to export my data or will Classic Deluxe simply open my existing data file? Is there a trial version of…
Quicken Version: R67.7 Build: 27.1.67.7 I'm getting a CC-929 error for the following institutions although it started before the above release: Ally Bank Florida Credit Union LendingTree High Yield Savings CITBank Is anyone else experiencing the same error even though you can directly log into the sites? Thanks — Howard
After installing the latest release for Mac: Version 9.0.1 (Build 900.60628.100), macOS 26.3.1. When I select Edit And Mark As Paid, the transaction is created in the Register but the Reminder is not removed from the Bills & Income List. If I select Mark As Paid then it does drop off. Can this be fixed please? Thanks!
I had one brief week (March 1) where an update magically made my MM accounts in my Fidelity CMA work correctly. Unfortunately, the next week there was another update and they don't work at all anymore (the transactions for FDLXX and FZCXX just don't appear in the transaction register, instead only deductions appear). The…
I notice that in the last 2 months that all downloaded transactions for purchases I made using Apple Pay for my credit card, which for years used to show the name of the actual vendor the transaction was for, now only get imported into Quicken as "Apple" which make is the majority of my transactions. This makes it quite…
Previous occurrence: I attempted to make an invoice today and found things not populating. In my troubleshooting, I did a repair and a restore from a backup a month ago where things were working fine. I then searched here only to find my own post about a year ago. Following those instructions for a super validate again did…
I still have the problem reported whenever the link to Fidelity was changed. Namely, my Fidelity cash account now will only download as an investment account. Since this is my primary checking account, this change has forced my to switch to manual reconciliation of this account with no downloads in order to avoid a mess of…
Why was the known issue with split transactions reordering closed even though it is an ongoing issue? This is the most frustrating thing with the whole software. Reports aren't accurate unless you check each transaction. This eliminates the usefulness of reports.
In March of 2026, there was a glitch in the system and a couple of our standard reports are no longer accurate or matching each other. We run 3 reports every week that reconcile with the bank account and some time in mid march there was a glitch in the system. Our Register Report and Account Totals report are consistent…
I have my home mortgage in the debt reduction plan, and am making extra mortgage payments, with the plan to have the mortgage paid off in another 30 months (end of 2028). I'm also working on the lifetime planner (I think the potential of the simulator graphs is great). Note: I do not include any credit card accounts in the…
I closed out an investment account by moving 5 equity mutual funds in kind to another account using Shares Transferred Between Accounts. The next day approximately half the shares in these funds were sold and reinvested. Afterwards, the ROI (year to date) and AvgAnnualReturn (%) 1-Year of these funds were out of whack as…
I emailed this to support as a possible bug. In the desktop application, I setup a HELOC with the "Account Intent" as a "Liability", and it is showing properly under the "Property & Debt" in the Accounts Bar. However, in the Net Worth report, the report is grouping the account with the "Credit Cards" when it should be with…
The latest Quicken for Windows release R67.7 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…
Users are encountering FDP-102/CC-502 errors when attempting to download transactions or add accounts for Schools First FCU in Quicken Classic for Mac and Windows. 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…
There have been many reports of user’s experiencing CC-511 in Quicken Classic for Windows and FDP-176 in Quicken Classic for Mac when trying to connect or refresh their Georgia’s Own 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…
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…
We have received reports of users encountering FDP-102 and FDP-106 errors in Quicken for Mac and CC-502/CC-506 errors in Quicken for Windows when connecting to EECU Fresno. Some users are experiencing both errors, while others encounter only one. This is a known issue, and our team is actively working to resolve it as…
We are currently aware of an issue affecting Educational Employees, which may result in a CC-502/CC-506 error on Windows or an FDP-102/FDP-106 error on Mac. This is a known issue, and our team is actively working to resolve it as quickly as possible. If you’re experiencing this error in Quicken Classic, please contact…
Customers are unable to connect Olympia Credit Union accounts across platforms with the following errors: Windows (DC): OL-297-A – “Unable to establish an internet connection” Mac (DC): OFX (-1200) – “A TLS error caused this secure connection to fail” This has been escalated internally, though we do not have an ETA at this…
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…
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…
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