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Yesterday I changed my password on my master RBC wealth management account as it had been some time since I'd done so. Logged into the site thru the web and it let me access things as normal. 2FA is enabled. Quicken downloads are enabled in the preferences on the site. Today went to update my RBC accounts in Quicken and it…
Just got the update this morning for 8.4.2. Lots of new features added, but why is Quicken just trying to catch up with Quickbooks? I already use that product and do not need business options for Quicken for Mac. I started using Quicken 30 plus years ago and it was a powerful personal program that had an incredible…
https://community.quicken.com/discussion/7968070/fidelity-hsa-transactions-still-not-downloading-ticket-1999090 Happy to report it's working again!
@Quicken Kristina Thanks for the status update. There's an issue that's been discussed several times in this forum over the past few weeks, but is not included on yourlist: Short Term Capital Gains transactions are incorrectly categorized as Dividends. At one point this was happening with Long Term Cap Gains as well, but…
I started receiving a Sync Error when performing an update immediately after updating to Quicken Classic Deluxe 8.4.2 for macOS Sync Error Warning Quicken encountered an error while communicating with our servers. Try again later. If the error persists, contact Quicken Support. accounts upload: requests (76) don't match…
Are there any updates for this problem (going on over two months)?
I recently had a need to restore an automatic backup of my main data file. After the restore, all but one of my FIs displayed this symbol next to the account name: I was required to re-authorized the accounts. Is this the way it is now when restoring a backup? Am I doing something wrong? P.S. I may have posted this in the…
All banks are now not updating when using One-Step update or individually using 'Update Now' There are 7 banks involved. Anyone else experiencing this? It has been happening since 1/12/26 at least.
Why can't we search by a range of amounts? ChapGPT thinks you can put a > in the search bar and find all amounts for a given account (or all accounts if you are in all transactions) and search. Sometimes AI isn't wrong. Please….
Quicken Classic for Mac is incorrectly reporting the Shares field for one of the component funds in my 401k Investment account. It is putting the decimal point in the wrong place, two places to the left — thereby reporting 1% of the correct number of shares owned (555.5555 becomes 5.555555). This is happening with only one…
Quicken Classic Business & Personal R65.29 - When on the Planning → Tax Center page, clicking the Show Tax Planner link causes the Quicken Installer to launch, which then fails with "Error 1706: No valid source could be found for product Quicken" because its looking for an installation CD. This seems to be very similar to…
I get the wrong balance in a Fidelity 401k investment account when looking at net worth or account balances reports. The account balance in the account list and under holdings is lower and correct. How can I fix this?
I have an account that is NOT selected to be included in my budget plan. However, the transactions in the account are still showing up in my budget. I selected and de-selected the account but it did not resolve the issue.
I’m using Quicken Classic Deluxe version R65.29. On all my “Banking” account transaction lists and two of my three “Investing” entries, I see the detailed transaction lists. But on one of my Investing entries all I see is the four-section Dashboard and I cannot figure out how to change the view to the list. When I select…
We are aware of issues with Hancock Whitney Bank Web returning errors CC-506/FDP-106 on Quicken Classic for Windows and 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 ribbon located in the upper right. If you…
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…
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…
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…
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!
