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The Community monthly newsletter where we discuss all the happenings of the month.
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Today's date is 4/2/26 for reference to issues below. My test but I know date selection options holds true from past experiences works the same across reports, accounts, and graphs. ISSUE: To me "Earliest to Date" should be the date of first transaction (where graph, reports, accounts) but seems to include starting date…
Ever since Fidelity cut over to Quicken's new download technology, closing prices for these items have been incorrect. Prior to the conversion, the previous day closing prices shown after a Quicken transaction download match those shown on Fidelity's website shown in the Positions page after I log into my account. Now they…
When I accepting a match on my downloaded bank transactions, Quicken creates a duplicate. Anyone have success in correcting this? I am using Quicken Classic and Personal on OC
I think this is part of the same problem as Ticket #12299543/CTP-16655). All my Fidelity accounts showed the money market account as CASH. Buying and selling used to work smoothly with cash. Reinvest Dividend from FZDXX worked smoothly and the cash amount increased accordingly. Now the cash is showing the correct amount,…
I have entered my paycheck in the Bills & Income for reminders of when I should be paid. The main part of my check goes into my savings, with a specified amount going into my checking. When I open Quicken, the amount set for my savings shows correctly. The amount going to my checking is never correct, though it is a fixed…
Starting either Mar 31st or Apr 1st, Quicken update transactions stated the TIAA does not recognize account. I then disconnected and when I try to reconnect Quicken asks for login information but then nothing happens with no displayed error message.
Have not received any Pay transactions since March 24. [Removed personal information]
When I click on the "0" in my budget report, I see a sub-report that correctly lists all the transactions I'm expecting — I followed the AI instructions on how to fix.., All the transactions are categorized as "Income" and not as transfers, and the report settings are set to include all transfers. AI is at a dead end, does…
How should I record occassional e-transfer from a family member for a purchase I made for them on my credit card?
I'm in process of rebuilding my quicken file with a clean rebuild because I believe of a corrupt security list. In my current process, I have shares/transactions from an old security with name only (no symbol or no CUSIP) and wish to move them over to the good security (one downloaded from brokerage, with symbol and…
Once Again, OSU hangs after running for over an hour. And of course I had to kill Quicken using task manager. [Edited-Readability]
downloaded transactions are duplicating a manual entry that has been previously entered. The load originally would just match the manually entered transaction. Any comments or suggestions on why this is happening or how to correct.
It's been 18 months now, and the Schwab downloads for stocks are still not working properly. Short sales come in as deposits, and Cover shorts come in as buys. When is this going to get fixed?
Quicken Classic Deluxe, R66.28 using Express Web Connect - Fidelity Investment account downloads Short Term Cap Gains are still being reported by Quicken as Dividends . The Long Term Cap Gains are being correctly reported. When is this problem going to be addressed? This issue goes back several months. I'm tired of…
I've been able to download 7 existing accounts with Fidelity for at least one year. However, when I created a new account with Fidelity that account won't add into Quicken. When I try to add the account the following occurs: It sends me to Fidelity's site where I login Fidelity then displays a page with an agreement. I…
I need to add a new Citibank credit card (I already have 2 in Quicken) but the process fails during the Citibank website authorization process. The URL that attempts to open after authorizing on the Citibank website fails. "HTTP Status 400 - Bad Request" is the error message that appears with a URL of…
We are receiving reports that customers trying to connect accounts with Palisades Credit Union are encountering an FDP-390 error. This is being shown in Quicken 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…
We are aware of an issue where users may be unable to re-add multiple VyStar Credit Union accounts due to FDP-106 or CC-506 errors during the connection process. This issue has been escalated internally; however, we do not currently have an estimated timeframe for resolution. To receive updates as they become available,…
We are currently seeing an issue with American Express returning a CC-601 error in Windows or an FDP-101 error on Mac. This is a known issue, and we are actively working to resolve it as quickly as possible. At this time, we do not have an ETA for a fix, but we will share updates as soon as they become available. If you’re…
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 users…
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 getting reports that users are unable to connect to PNC - Direct Connect because of an OL-297 error in Quicken Windows and -1202 error in Quicken 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…
FCS America is going through a migration that was pushed through earlier than expected. This early launch means that some customers may experience errors or missing transactions. If you encounter any of these errors or missing transactions, please contact Quicken Support for further assistance. To be notified of updates as…
We are currently seeing an issue with Bank of America returning a "Something went wrong" error in Quicken Classic. Users may encounter an error message: "Something went wrong. We're unable to authenticate you. Go to the Bank of America site or app you typically use to manage your third-party consents for assistance." This…
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…
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…
UPDATED 11/10/25 PNC Bank -Direct Connect and PNC - Web Connect
Great job to our most active members for this month!
