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Two-part question… My two Citibank Credit cards (Mastercard and Costco Visa) download transactions properly however they both appear on the "Bills & Income" tab with the phrase "Awaiting Next Bill". I've disconnected and reconnected the accounts several times with no success. Quicken this used to work but does not now.…
A Heads UP for users on Version R65.25 Build 27.1.65.20 Canada Business & Personal I was doing a search for an older invoice with a particular name and when I opened the form for the invoice, it showed an incorrect address. Upon further investigation, ALL of my invoices are now showing the same incorrect address. I tried a…
This error continues to plague me. I have tried several things to no avail: Deactivated the account in Quicken (as instructed) Revoked the access on the Bank of America website (as instructed) Tried adding the account again (as instructed) All of it led to "User not Eligible". I am the ONLY account holder on this credit…
I have Quicken Classic for Windows. I am a long time user. I am considering Quicken Classic for Mac to allow me to get rid of the last Windows system I have. I am familiar with the conversion process. I want to test the Mac version. I used it several years ago but have seen there have been a lot of improvements. Before I…
The ongoing issues relating to customers accessing Quicken through Vancity Savings Credit Union. This is the message I have from Vancity. It appears they are waiting for Quicken to fix this issue. Hello Bob, Thanks for the email and the update. I’m sorry to hear that Quicken has not updated their interface so that it syncs…
Since I updated to Version R66.18 Build 27.1.66.18, downloaded transactions during a one-step update are duplicated in my register instead of matching to the uncleared transactions that are already there. It only happens if the transaction has been automatically entered via the calendar. Transactions I have entered…
Where do I find the download file to install quicken on my upgraded win 11 computer? Are there any installation instructions?
For several days I have had to reauthorize my Discover accounts, both credit & banking. After connecting to Discover, the transactions download. But the next connection requires the same process.
I successfully archived a file based on end date. However when I try to create a copy or archive giving a start date (to get most recent data only), I get the "Something went wrong. Please try again later." message. A file is created, but it still has older data. I ran the Verify process. Some errors were corrected. I…
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…
I have tried to stop sync on all my accounts and turned sync off. I then restored valid data from a backup and it looks good. But within a few seconds all of a sudden a sync starts without any action on my part and I watch to balances changing to the invalid data in the sync data. This happens before I have time to reset…
Hi all - I'm really not here to rant but honestly looking for solutions from someone at Quicken. I just paid our annual fee of over $150 for this very buggy software. I feel like I'm getting taken advantage of every year, but this year especially. There are SO many bugs in this software that I really don't know where to…
Dear Sir. Could Quicken Classic Deluxe synchronize with Microsoft Outlook 365 64-bit? Thanking you in advance. [Edited - Removed Personal Information/Readability] Lennox
This used to work, not sure what happened but it no longer works.
This discussion was created from comments split from: Fidelity Investments and Fidelity Credit Cards transactions are not down loading .
"One Step Update" and "Update Transactions" functions do not report out to the user all 601 Errors ("failure to connect"). Some 601/failure to connect errors are reported randomly, and some are not at all. There are 2 sources of 601 errors: one source randomly, not all the time, or not at all, reports 601 errors to the…
I've entered my age (36) in the lifetime planner, but it starts the plan result graph at age 26. Does it do that for everyone or is this an error?
I changed my retirement 401K accounts from Complete Positions to Simple as I was tired of all the needless transaction record keeping. I'm curious what happens to all the previous transactions Quicken has recorded, and can they be deleted from the account since they are no longer needed and just taking up space. You can't…
We’ve received reports from users encountering FDP-105/CC-505 errors with Barclays-related financial institutions in Quicken for Windows and Mac. The following FIs apprear to be affected: Barclays Bank Delaware Banana Republic Credit Card Barclays CC Old Navy Credit Card AAdvantage Business-Barclays Athleta Card US Airways…
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…
We are aware of an issue with ‘Current Bill’ information not showing for billers in Quicken Classic for Windows. Our teams are actively investigating the cause and working toward a resolution. We will share updates as more information becomes available. To be notified of updates as they become available, please click the…
We have received several contacts from customers who are reporting issues updating accounts with PNC Bank – Direct Connect while using the financial institution's Direct Connect option. Customers who are encountering this issue are unable to update accounts with the financial institution; however, they are not receiving…
We have received several contacts from customers who are encountering issues updating accounts with Oakmark Funds and Janus via Direct Connect in Quicken Classic for Windows. Customers whose bank account password for either of the financial institutions is saved in the Quicken password vault are prompted to enter a…
Quicken Windows customers using scheduled transactions with split lines (such as paychecks or multi-category expenses) are reporting that the splits are re-ordered inconsistently after saving. This change of ordering occurs despite multiple attempts to save the splits in the correct order. Our teams are actively…
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…
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…
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…
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…
UPDATED 11/10/25 PNC Bank -Direct Connect and PNC - Web Connect
Great job to our most active members for this month!
