Quicken Anja mod

Version R65.29

Hi Anja,

I love Quicken and been using since before 2000. I like the Lifetime Planner, though as I slowly age (graciously) I think Quicken could benefit from an overhaul of its "Lifetime Planner" module. Incorporating a Monte Carlo simulator and some additional features. The current program seems a little reduced or constricted at times compared to the rest of the Quicken experience. I could imagine this may be a big task and may require an additional fee (revenue stream…) but many would appreciate an all in one simulation, real time, of their assets fluctuations in different scenarios. Message me for ideas.

I'm using quicken starter for windows connecting to chase. Recently we keep getting CC-506 messages and everyday we reset the accounts and the next day we have the same problem

I am having problems with Venmo downloads for my Mac for the past 3 days. Just add me to the Mac community that is having this problem.

I wanted to propose a simple workaround to an issue, but was blocked. This issue is described in

The thread is closed, suggesting upvoting or commenting in this link returning a "Permission problem": https://community.quicken.com/discussion/7914352/add-an-unlink-transfer-option-to-the-right-click-register-menu#latest

Can you help the community by updating the discussion?
Here is how I address the issue:

1) If the link was just created, I just “Edit > Undo Transaction” (Command-Z on a Mac)

2) If the link is older, I just right-click “Duplicate Transaction”. I then set the original transaction to “Uncategorized” and accept the warning that the other end will be deleted. I then go to where the other end was, where I can right-click on the duplicate to also set it to “Uncategorized”, again accepting the warning. I can then recategorize both transactions.

Quicken Anja,

I appreciate your help with the disappearance of recurring Tax Estimates/Pmts, but I am disappointed in the follow-through regarding the "Everything Else" problem in Budget Reports. The latest entry there was back on 3/13/25, and the problem, very inconveniently, continues to exist….with no resolution worked out. Please update on this issue, and guide us on how to resolve/remove this very annoying and difficult to accommodate problem in the Budget Report!

Richard Roberts

Anja, I wish the community.quicken.com/discussion/7966194/fidelity-transactions-still-not-downloading discussion hadn't been closed. I was able to restart my accounts downloading by creating a dummy Quicken file, linking it to all my Fidelity accounts (ten so far), then going back to my live Quicken file, unlinking and relinking one account, and checking all the accounts in the Fidelity authorization. That kicked all the accounts loose.