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I have a new 401k retirement account with Alerus and can't connect via quicken. There are 3 choices; Alerus, Alerus Business, and Alerus Retirement. All 3 get some sort of error. Before I go down a rabbit hole does.. Does quicken connect to Alerus currently and successfully ? Of course I called Alerus and of course they…
This discussion was created from comments split from: CC-501 error with Bank of Hawaii .
I bought more shares in a stock I own yesterday. QWIN handled this EXACTLY as expected, adding the shares, debiting money market. Just fine… BUT, QMAC added the new shares but in portfolio deleted the previous purchase so all that shows is yesterday's buy and the previous buy is gone. The register looks fine, but portfolio…
Running Quicken Classic Premier version R63.21 Build 27.1.63.21 On July 17th I got the popup message about changing connection types for Bank of America and Merrill Lynch accounts and was prompted to do that for my Merrill Lynch account when I did one step update. I did not have any problem with that. However, after the…
A few weeks ago KeyBank stopped being able to download. After several re-installations it now goes through the motions and says it is downloading but does not mark the cashed items or list the online balances for savings and checking, which is of course why I would bother to download from the bank. All is clear on the Key…
I found this thread from three years ago https://community.quicken.com/discussion/7912812/investment-register-transaction-sort-order?utm_source=community-search&utm_medium=organic-search&utm_term=register+sort+order And it STILL doesn't seem like Quicken has done this right (I'm using R64.35). In that thread, there is a…
I have a new Chevron Texaco credit card. It is a Branded Synchrony card. I cannot find any financial institution that works to link this to Quicken.
Please advise. I am not happy about the increases in pricing from 2023 $40 to 2025 $84. If I drop the Cloud Sync which mysterious appeared several months ago, will that reduce the annual fee? I do not want mobile app, cloud syncing if it increases my annual fee. This feature was not explained fully when it appeared in the…
I am now using Quicken on a Mac after decades on Windows. I am noticing an annoying difference with the Mac version having the registers open to random dates when they are all set to either ascending or descending date (doesn't appear to matter). There are a lot of things in the Mac version that are cleaner, but what is…
PNC bank did a major upgrade over the weekend, and now no transactions are coming into Quicken. I can see new transactions on the PNC site, but 0 transactions have been downloaded from PNC into Quicken since Friday. I've added a few manually, and they remain uncleared but show as no longer pending on pncbank.com. Using…
The account had been connecting with MFA; but, last week it no longer will connect.
This discussion was created from comments split from: Citizens Bank.
This discussion was created from comments split from: Bank of America Checking no longer updating in Quicken without resetting the account [Edited] .
Current Quicken Classic Deluxe.
Super validating has been running for 18 hours and is stuck on "checking stock splits". My quicken file is 304 MB in size. Task manager is showing that CPU and Memory are using resource and does not indicate that the program is "not responding". Should I continue to let the validation process continue to run?
It downloads the cleared transactions, but the downloaded balance includes uncleared transactions. This started happening in Dec 2025. Please fix. [Edited - Readability]
I am using Windows 10 Pro version 22H2 Build 19045.6691 64 bit and Quicken Classic Premier version 27.1.65.17 on a Microsoft surface pro 7 plus. When reconciling a bank statement I can sort both Payments and Deposits on Date, Chk #, Payee, and Amount but NOT on Clr column - please add this functionality.
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’re currently aware of an issue where some customers may receive FDP-102 or CC-502 errors when connecting to Nationwide Retirement Solutions in Quicken Classic and Simplifi. 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…
We’re currently investigating an issue affecting some customers who are connecting or reconnecting accounts with Charles Schwab & Co., Inc. Customers may be able to successfully complete the authorization (OAuth) process on the Schwab website and select their accounts for use with Quicken. However, after being redirected…
We are aware of an issue with Ent Credit Union returning a CC-503/FDP-103 error in Quicken Classic for Windows and Mac when using legitimate credentials. 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…
Empower will begin its migration to a new API platform starting on 12/9/25. This will affect users in waves, meaning not all users of Empower-affiliated Financial Institutions (FIs) will be affected at once. The list of affected FIs are: 66503 - Empower Retd. - 401K 66705 - American Funds Retirement Planning Center 66670 -…
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…
We have been receiving multiple reports of users getting an FDP-4000/CC-501 error when connecting with Discover Bank and Discover Credit Card instances in Quicken Classic for Mac and Quicken Classic for Windows. This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as they…
We are getting users reporting that Fidelity Net Benefits is not supporting Complete Investing in Quicken. 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 in the upper right. If you do not see the…
We are currently seeing an issue with TD Canada Trust returning an FDP-101 / CC-601 in Quicken Canada. This is a known issue and has been escalated internally. Our teams are working toward a resolution, but we currently have no ETA. To be notified of updates as they become available, please click the bookmark ribbon…
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!