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The issue reported before, extensively, in 2023 is still not fixed. I have, in fact, tried it many many times over the last 3 or 4 years and each time it fails in the same way. I have appended the screenshot, but it's still the same as reported before at least twice. Each issue was closed without being fixed and without…
I am never able to get Treasury Direct to work, put in my OTP and invariably get this error. I tried removing Treasury Direct from Mac keychain - what's the trick Unexpected Error Please try again later. Care Code: FDP-101 Details: CP_SCRIPT_ERROR Account Number is not present Quicken Mac Classic
After returning from 6 weeks of travel, I find that my Quicken Classic for Mac can no longer connect to my Fidelity investment accounts: "It appears this account is at a bank that no longer supports downloading. You can resolve this by disconnecting to make this a manual account or set up the account at a new bank. (112)"…
I go into the account list, or I can right-click on an account from the home page. I check "Hide in transaction entry list" and check "Hide account name in account bar and in account list". The account still shows up on the home page?? It does stop showing up in the account list when I display it from the tool menu, BUT I…
I have Windows This actually started a few weeks ago, I was getting a message that my financial institute connection needs an update. Also, Fidelity and Net Benefits was being displayed as zzz-Fidelity and zzz-Net Benefits. I asked on the community, another member said that doing the authorization was creating additional…
Since the update of 11/25/2026 the amounts spent for each budget items - as a bar graph have been when opening on HOME tab page. Is that a problem with the recent update or did I incorrectly install it ?
I recently updated to the latest version (R65.17) and I noticed that my main dashboard changed. I have a tab created from the Home tab that lets a set of budgets that I track thru the month. The main behavior difference was that the red/green 'thermometer' or progress bars disappeared in this version. I called support and…
how to clear cache in quicken
CC-501 error with CIT Bank Online showed up yesterday, still failing today. I've sent a report to support with logs, etc.
Transactions downloaded from Synchrony bank are posted incorrectly. Charges are being posted as payments and Payments are posted as Charges. This is only happening with Synchrony Bank and does not happen with Citi or BOA. The result is getting a black balance when the amount is really owed and the balance is Red when there…
I recently added my daughter's fidelity Roth account to my Quicken. (I am an authorized user). This part was easy. When I ran One Step Update, it updated all the accounts including mine and her other accounts except this one. I had to do a separate One Step Update for her Roth account and it was successful. When I added…
I have an investment account that has a linked checking account (Show cash in a checking account=Yes). I'm trying to export the two linked accounts to create a new & separate Quicken data file for these account alone. When after Importing from the Export into an empty Quicken data file, the resulting investment account no…
In 2025, when I enter a payroll check into Quicken I create a split transaction that looks like this: Salary & Wages:Pastor’s Salary 2506.00 Payroll – Health Insurance -2000.00 The amount entered as Payroll- Health Insurance results in a debt being withheld to pay his health insurance and there’s a second check transaction…
I work with a non-profit and would like to get an online Quicken product to track our spending and donations. Right now we use Quicken 2004 Deluxe, but would like to move to online so we don't need to share a laptop. Which product would best fit the following: Track spending and donations Year end reports Print 3-section…
This discussion was created from comments split from: Everbank connection issues again.
So, once again looks like PNC issues. Been working fine since the last fiasco. Then this am, when I downloaded it didnt match transactions, it actually added them again — one was added twice in addition to the one I already had entered!! and, one that my bank has marked as cleared did not clear on download. I was able to…
This discussion was created from comments split from: R65.17 completely destroyed application.
In trying to use the Tax Planner, Quicken goes through the following gyrations: "Please wait while Windows configures Quicken. … Gathering the required information. … The feature you are trying to use is on a CD-ROM or other removable disk that is not available. Insert 'Quicken' disk and click OK." Since there is no longer…
I paid a bill via Venmo and the amount was deducted from my available Venmo balance, so the amount was not deducted from my checking account. I want the budget to pick up this expense but if I post the expense to the Ledger it's going to reduce my Ledger balance And that would be a problem since the bill wasn't paid from…
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…
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…
Users on both Quicken Classic for Windows and Mac are reporting connection errors when attempting to update accounts with CIBC Bank USA – Personal Banking following the bank’s recent digital banking upgrade (October 27–November 1). Mac users are receiving FDP-163 errors, indicating that Quicken’s financial data platform is…
We are receiving reports of several different financial institutions returning the following errors: Quicken for Windows: CC-501 Quicken for Mac: CP_SERVER_ERROR / request-body-field We are still attempting to determine all affected financial institutions, however we have received contacts from customers receiving the…
We are aware of an online banking issue with Ameris Bank - GA returning a ‘request-body-field’ / ‘CP_SERVER_ERROR’ error in Quicken for Mac. We have only received notification of the error on Quicken for Mac at this point, and a CC-501 error in Quicken for Windows. This has been escalated internally, though we do not have…
We are aware of an online banking issue with FirstBank of Colorado returning a CC-501 error in Quicken for Windows. We have only received notification of errors on Quicken for Windows at this point, however the financial institution may return a ‘CP_SERVER_ERROR’ error in Quicken for Mac. This has been escalated…
We have been made aware of an online banking issue with CIT Bank, producing a CC-501 in Quicken Classic for Windows or a CP_Server_Error in Quicken Classic for 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…
Hello Everyone, Quicken Support will be closed on Thursday, November 27, 2025, in observance of Thanksgiving. As a reminder, all banking institutions will be closed on Thanksgiving 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…
https://community.quicken.com/discussion/7847546/quicken-community-guidelines [Reposting due to the original post being lost]
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…
UPDATED 11/10/25 PNC Bank -Direct Connect and PNC - Web Connect
Great job to our most active members for this month!
