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RELEASE R64.30 (09/25/2025) When entering multiple transactions in an investment account (in my case, SELL), there used to be 2 buttons in the lower right side of the pop-up window — ENTER/NEW and ENTER/DONE. When I would enter the data for a transaction, I could hit the ENTER/NEW button and the transaction would be…
About three weeks ago, Quicken reports an error when I try to download from Enterprise Bank & Trust. The error reads: Quicken is having trouble connecting to Enterprise Bank & Trust, and additional message from /Enterprise Bank & Trust: Unknown Error. I've tried deactivating and setup transaction again, but keep getting…
For many years now my budget report has not totaled when showing by Category Group. For a long time, I thought it was due to a mixture of Income and Expense categories in a couple groups even though I specified the Mixed / Default Group Type in the Budget. However! I have discovered the problem may actually be one of…
I'm currently using Quicken Classic for Mac Version 8.3.3. I recently went on an extended trip and used the web app to keep my records updated. While this has limited use (unable to manually update investments or assets isn't available) it helped to keep my bank and credit card accounts updated. When I returned home and…
New transactions all showing as cash advance as the payee when not cash advances. Also showing the category as a credit card that has been closed for 2 years. The memo field shows as a transfer from another of my fidelity accounts that has nothing to do with checking. This after several days of downloading correctly. This…
Recently updated to R65.17. While creating invoices the system is changing all the Customer info to the billing info. I went back to earlier created invoices and it has done the same to previously submitted invoices. I consider the invoicing feature completely unusable at this point, until this issue is resolved, no issues…
The "Estimate amount for me" feature in bill reminders should include "Credit Card Balance as of X date". While most credit cards have a due date, there's usually a 30 day grace period before the payment is due. For example, the payment due on 3/15/2022 is the balance that was present on 2/15/2022. That "Estimate amount…
This discussion was created from comments split from: Bank of America Checking no longer updating in Quicken without resetting the account [Edited] .
When reconciling an account register, it is annoying to have it jump to a new position in the register automatically. Just keep it where it is. If I want to go to another entry, I can scroll to it.
CC-800 error message is appearing on all bank accounts almost every time a one-step is performed. I have Quicken installed on two computers, both running on Windows 11. When one step update is performed on one computer first, the second computer tries to sync with the cloud during the update, and the update fails with a…
When getting a report like Itemized Categories or Net Worth, instead of going to ALL Dates, go to Last year or current year, not all the way to the beginning of Quicken usage. The report would generate much faster. I would think most users are trying to get information for the current year or for last year for tax…
The "new, improved" bill provider just basically sucks. NOTHING connects anymore and it won't find connections/accounts of well-established vendors. Guess what y'all? IT'S BROKEN!!
When is the downloading problem with Elevations Credit Union going to be resolved? It's been over two months that I have had to manually download transactions. I use Windows 11 home edition
I'm on Windows Classic Desktop. Somehow I managed to categorize multiple transactions at once (which was great!). I right-clicked on [something] and a window popped up to ask me if I wanted to (re?)categorize all the similar transactions (I did). I can't seem to replicate this process. Please help. I understand I can…
Windows 11. Quicken Classic R65.29 build 27.1.65.24 Tried restoring backup. Tried cancel download (works at setup but fails on one step update) Tried Quicken support. Did not find any problem with quicken.
As I review my historic data I find that it would be informative if many of the Quicken investment and asset reports could include a historic timeline calendar on which I could record events such as presidential and congressional elections, natural disasters, world events and many things which affect the values. Our…
Quicken classic business & personal Windows 11: Reconcile never listed contributions to and from goals that were set up. Today, several months worth of these contributions are listed. How do I prevent these from appearing? Yes, Quicken and Windows are both up-to-date. Quicken version 865.29, build 27.165.29
Classic Mac Business & Personal 8.4.1 I have three Amex accounts - late last year connection issues developed that were eventually sort out. Now they are back for me: "Quicken cannot connect to this account." Anyone else having issues? Paul
It says my subscription is due. My bank account BMO shows $71.88 out of my account to Quicken. So I am assuming my subscription has been paid. Everything I have tried has failed. I cannot even access my software. This is absurd. I do not access any of my financial accounts through Quicken. I strictly use it as a…
When printing from Quicken for Mac, it would be very convenient to be able to select at least the font size. If not dynamically in the print dialog, at least in some "Page Setup" for a default selection. This screenshot from Quicken for Windows. The controls in the area "Fonts" would work well for us. Of course, when the…
Discover will begin its migration to a new API platform starting on 01/15/26. This will affect users in waves, meaning not all users of Discover will be affected at once. The affected Discover instances are: 9625 - Discover Card Account Center 7101 - Discover Card 12610 - Discover Bank To be notified of updates as they…
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 currently seeing an issue with Venmo returning a FDP-102 in Quicken for Mac or CC-502 in Quicken for Windows. Our teams are actively working to identify a fix. We appreciate your patience and will provide updates as more information becomes available but at this time we do not have an ETA. To be notified of updates…
We’re currently investigating an issue in Quicken Windows where weekly paycheck reminders may be changed to $0 after running a One Step Update. This issue affects paycheck reminders that include splits or multiple deposits. When this occurs, it can impact paycheck reminders across all accounts, and validating the file does…
We are aware of an issue where some users with auto-renewal enabled were double- or triple-charged. This occurred on 1/7/26. If you were affected by this, rest assured that our teams are already working on refunding these charges. This is a known issue and has been escalated internally; no ETA is available at this time. To…
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 are receiving reports that customers attempting to connect to or update American Express accounts in Quicken for Mac or Quicken for Windows are encountering an FDP-105/CC-505 error. 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…
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…
Hello Everyone, Quicken Support will be closed on Thursday, January 1, 2026, in observance of New Year's Day. As a reminder, all banking institutions will be closed on New Year's Day 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…
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!