Quicken Francisco ✭✭✭✭

Hello @lpa Thank you for reaching out to the Community regarding your issue, although I am sorry to hear that you are experiencing issues with your Citibank account. How long has this issue been happening? Have you tried any troubleshooting steps? Quicken should pull information when you update your accounts. It does not…

@Chuckster That is interesting that the validation produced the same result. Let's try copy and validating the file to see if we produce a similar result with the validation. You can do this by going across the top to file > copy or backup file > create a copy or template > Save Copy > Open new copy. From here you can…

@jro1 Thank you for the update; I'd like to check to see what might be causing the issue you're having. If we could go across the top of your program then go to help > report a problem to submit logs. Once submitted I can take a look to see what exactly could be causing the issue. Please let me know once you get the chance…

@Chuckster Thanks for the update. Copying the file is a bit different from creating a new one as this would copy the entire file but break any active download connections and any online billers you may have added. In any case, if you don't want to set up the downloads again we can try other steps in your main file first.…

Hello @Rick4 Thank you for reaching out to the Community regarding your issue, although I am sorry to hear that you are experiencing issues with your reports. That is odd. I'm wondering if you are able to replicate this issue with another report or is it this specific one? If you remove the category from the report are you…

Hello @EmKay Thank you for reaching out to the Community regarding your issue, although I am sorry to hear that you are experiencing issues with your program. To start off here looking at the issues you're experiencing with excel splits, the best option would still be to vote on the community post that Jim_Harman has…

Hello @USA-Lenny Thank you for reaching out to the Community regarding your issue, although I am sorry to hear that you are experiencing issues with your BoA accounts. I'm wondering where exactly the cause of this issue is. It could be our existing connection or there could be something deeper but it's difficult to say…

Hello @Spotteddog Thank you for reaching out to the Community regarding your issue. I am sorry to hear you're having issues with your PNC accounts. We are currently aware of users currently receiving 505 errors when attempting to add/update accounts from PNC. We do have an alert up for users to follow the problem. You can…

Hello @Chuckster Thank you for reaching out to the Community regarding your issue, although I am sorry to hear that you are experiencing issues with your data file. I'm wondering what is causing the issues as they sound like they have been fairly consistent. One step we can test here is to see if we create a copy of your…

Hello @"Barbie Z" Thank you for reaching out to the Community regarding your issue, although I am sorry to hear that you are experiencing issues with your Bank of America account. It sounds like it might be getting stuck while downloading causing the issue. One thing we can attempt here is to see if we add the disable and…

Hello @bellaireroad Thank you for reaching out to the Community regarding your issue, although I am sorry to hear that you are experiencing issues with your online payments. It sounds like it thinks that your online payments on your old BBVA account may still be enabled. You can check this by right-clicking the BBVA…

Hello @"Alex S." Thank you for reaching out to the Community regarding your issue, though I am sorry to hear that you are experiencing this. With the behavior you're experiencing and this being direct connect I'd recommend getting in contact with USAA to see if we might be able to get more information on what exactly is.…

Hello @trwelsh Thank you for reaching out to the Community regarding your issue, although I am sorry to hear that you are experiencing issues with your SEP/IRA not retaining its cash value. I'm wondering if it might be getting overwritten when you download from the FI? To double check this we can open Quicken at the start…

Hello @janandar Thank you for reaching out to the Community regarding your issue, although I am sorry to hear that you are experiencing issues with your Bank of America accounts. I'm wondering here if we might be able to connect in a test file. This should give us a better idea of what exactly could be causing the issue.…

Hello @LFD Thank you for reaching out to the Community regarding your issue, though I am sorry to hear that you are experiencing this. The Described behavior can be caused by multiple things, as such, we would recommend contacting Quicken Support directly for the best assistance. I will leave our hours down below so you…

@Chuckster Thanks for the update. I'm wondering if we might need to disconnect the accounts normally rather than using the fix it button to see if we're able to resolve the issue. You'll want to click I will fix it later. I'll leave steps down below on how to do so. First, we'll try deactivating all of the accounts for the…

Hello @dfrancyk Thank you for reaching out to the Community regarding your issue, though I am sorry to hear that you are experiencing this. The described behavior is something that we'll need to collect logs for in order to figure out what exactly is causing the issue. As such, we would recommend contacting Quicken Support…

@jjnesser Glad to hear it worked for you! If you do run into any other issues please let us know and we'll take another look. Thanks, Quicken Francisco

@mbusbusiness I'm glad to hear we were able to clear the original error. The random biller turning on is odd but I'm wondering if now that we cleared up the main issue if it'll still pop up. If you run into the bill pay auto turning on again please let us know so we can take a further look. Thanks, Quicken Francisco

Hello @mbusbusiness Thank you for reaching out to the Community regarding your issue, although I am sorry to hear that you are experiencing an issue with your 5/3rd bank accounts. It seems like the issue could be related to the one we're currently experiencing. Both have issues with sign-in information errors that are…

Hello @Chuckster Thank you for the update. Could we get a screenshot of the account in the account sidebar and resetting the account as well? This should help us figure out what exactly could be causing the issue. I'll leave an article down below on how to include screenshots.…

Hello @nlsm Thank you for reaching out to the Community regarding your issue, although I am sorry to hear that you are experiencing issues with your Wells Fargo account. If you haven't already I would suggest taking a look at the OL-220 article down below as it will have multiple steps we're able to take to see if we're…

Hello @jjnesser Thank you for reaching out to the Community regarding your issue, although I am sorry to hear that you are experiencing issues with downloading transactions from your bank. It sounds like we may need to try a bit of troubleshooting here to see if we're able t resolve the issue you're having. I'll leave…

Hello @"Chris Bogdon" Thank you for reaching out to the Community regarding your issue, although I am sorry to hear that you are experiencing issues with your WesBanco Bank accounts. I'd like to see if we might be able to troubleshoot some of the issues you're having but we'll need some more information first. When you…

Hello @jro1 Thank you for reaching out to the Community regarding your issue, although I am sorry to hear that you are experiencing issues with your capital one accounts. It sounds like you've gone through the normal resetting procedures but I'd like to see if we might be able to fix the issue you're having by adding the…

Hello @"Glen Raggio" I apologize for the issue you're having. Have you by chance had a chance to take the step recommended by GeoffG? That should give us a better idea of what could be causing the issue. Additionally how long has this been happening? Did any other program changes occur during this time period? I have an…

Hello @"The Merg" Thank you for reaching out to the Community regarding your issue, although I am sorry to hear that you are experiencing issues with your mutual funds. I was taking a look at previous posts to see if I was able to find someone with a similar issue and did see an article about unidentified securities. I'd…

Hello @jackw8 Thank you for reaching out to the Community regarding your issue, although I am sorry to hear that you are experiencing issues with your stock values. It sounds like something may not have gone through on the transaction side causing the issue but it's difficult to say without knowing a bit more. Could we get…

Hello @"David Green" Thank you for reaching out to the Community regarding your issue. I would double-check to make sure the payees are the same. Another thing might be trying to match the transactions by disabling automatic entry in the register one month then attempting again the next month once it's been matched. I'll…

Hello @Billykeys Thank you for reaching out to the Community regarding your issue. I do apologize for the issue you've had with your transactions. We are still looking to collect more information about the issue you've experienced. If you could go across the top to help > report a problem that lets us collect more…