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I am a long-term user of Quicken and have transactions on the calendar for regular transactions. I have my pay stub entered in Quicken and for the last few months, the split line items are changing order, some of the descriptions are associated with the wrong amount, and sometimes a single split line with no category is…
How do I set up a personal loan given to another party and setting up amortization schedule - and then recording monthly interest and principal paid to me?
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.
This has been happening off and on for a few months now. I go to record a scheduled bill and it could be due today or before today and they no longer show up in the list. I can see the next bill but no way to enter the current bill. If I edit the bill reminder it only shows the future date. Also my income reminders show a…
I have multiple accounts with Schwab. Some may be accessed via my login, some via my wife's login and some from either. Recently ( in the last month) I updated from a backup and it asked to reactivate all my accounts. I reactivated the accounts associated with my login, but when I attempted to reactivate the accounts…
I want to update the assumptions I made last year but when I open the Planning assumptions window, it's too small to display a whole line. Using the bottom slider bar add a few additional characters but still can't see the entire line. And of course, the window itself will not shrink or enlarge. If i uncheck "Use large…
I owned Noble (NE)and was issued warrants when they filed for bankruptcy. The warrants have now expired. I have been unable to remove it from my portfolio screen and it says I can't delete the security. I try to hide it but it's still there. I use Quicken classic for Mac. Help!
I recently purchased a new home and manually added both my mortgage account and the real estate asset. I’m unsure how to properly record the down payment and closing costs so that my monthly mortgage amount doesn’t change when I enter the original and current mortgage balances. I also tried looking for previous guidance in…
Reminders splits in the Web app do not match the order entered for the splits in the desktop. If the split is updated in the web app, it is force sorted by amount from low to high. This causes discrepancies in the desktop and when syncing, sometimes disconnects the amounts assigned to a category. Tax Planner then provides…
This is a really small enhancement request for the Watchlist screen: add the percentage change for gain/loss in the column of securities being watched. Currently, it shows only the dollar change in the list. But when you click on one security in the list, the detail for that security on the right side shows both the dollar…
To reconcile an investment account has a new problem. When clicking in the check mark in the CLR column, Quicken often processes the click on the underlying register window not on the popup reconciliation window. It's sometimes necessary to move the reconcile window so that the check mark you want to click is over a…
I'm on Quicken Classic for Windows, Version R65.29, Build 27.1.65.29. The problem started recently, no more than a couple of weeks ago. I have an investment account that shows a Cash Balance of $470,550.92 at the bottom of the register. When I click on that, the Update Cash Balance window pops up and it shows the correct…
I would like to find a way to track the value of my five Fidelity accounts without having to download all the transactions. All I really want is the value of each account at the end of the month, not the value of all the funds in each account. I'm glad to do it manually, but I can't figure out how to set up each investment…
I check my Fidelity accounts occasionally online directly using the Fidelity website and app, and noticed that my accounts (IRAs and 401k) balances did not match. For my 401k I discovered that a few of the equities' prices were not correct. Tried online update of the prices but no change. So I went in and manually updated…
Has anyone been experiencing issues between the online balance and check register balance in their Schwab checking accounts? A few weeks ago, the online balance and Quicken check register balanced, as they should have. However, when I downloaded transactions a few weeks ago, the two balances were off. That shouldn't…
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…
Moving from Win10 desktop to Win11 laptop. Early on, installed Q on laptop but did not move data. Now I am ready to switch over, so prepped for moving data. I updated new Q, but noticed the Investments tab was missing, so it was not Prremier version. Did an uninstall to do it over. Went to Q and in My Account the…
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…
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 identified that users with Synchrony Bank Credit Cards and Care Credit receive a CC-503 / 103 error in Quicken Classic for Windows and in Quicken Classic for Mac. This is a known issue and has been escalated to our teams for investigation. At this time, we don’t have an estimated resolution, but we’re actively…
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…
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…
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 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!
