Discover tips, workflows and community insights to help you master Quicken at its best.
Select a category to get started.
All Quicken Classic categories will be listed here.
If there's an ongoing issue with Quicken Classic, we'll post it here.
Thinking about buying Quicken? Ask us your questions!
Need help using the community? Ask us here!
RESOLVED 6/2/26 Duplicate Transactions Suddenly Appearing for May
Join us in The Water Cooler!
Here you'll find announcements about our products.
Have an idea about Quicken? Add it here!
Everything you need to know about Quicken Classic for Windows.
Everything you need to know about Quicken Classic for Mac.
Everything you need to know about Quicken Mobile.
Everything you need to know about Quicken on the Web
Come here to discuss anything and everything about organizing your essential documents.
The Community monthly newsletter where we discuss all the happenings of the month.
Hi, I'm having an issue syncing my Robinhood Gold Card with Simplifi. I have a Robinhood Gold Card, and my wife is an authorized user on the same account. However, Simplifi is only importing some of our credit card transactions, while others are missing. It appears that transactions made with one of the cards (possibly my…
I'm using Quicken Classic Premier on a subscription. Years ago, I converted shares of a mutual fund to a lower-cost share class of that fund. Each class has a different ticker symbol. I used the Quicken share conversion tool, and it worked fine. The fund company recently converted the shares back to the old share class. I…
… this is the response when attempting to sign in to reauthorize and/or add. {"code": 401, "message": "invalid_client", "debugMessage": "client not configured for FI", "request_id": "68bbccfbeaf14e6aa256430455d0aa75"}
I would like to start a petition to tell Quicken that many of us, now that we have been using and are used to dark mode in Win10, need Quicken to supply a dark mode option as well. Quicken is the only thing I have now which is so bright (even using "grey"--and I get a headache now when I use Quicken. For me this is soon…
This morning, Quicken downloaded 2 unsolicited sell transactions from Morgan Stanley for twice the number of shares that existed. Checking Morgan Stanley, it was a 1-1 exchange and the correct number of XOM shares are still in the account (just renamed). Checking the news, it looks like XOM redomiciled from NJ to TX on 02…
When I'm updating my credit union connection, each bank account that I click on to match to the proper Quicken account results in a pop-up message saying that account is already linked to an account at Stripe and that continuing will disconnect it from Stripe. I do not have an account at Stripe. When I continued and told…
This discussion was created from comments split from: New VOYA and Quicken Issues.
Although a moderator said the connection problems to multiple accounts showing CC-501 error code was fixed, problems remained for me. I decided to log out and log in again and it finally fixed the problem!
7/20/96 I noticed that in the recent updates that all my saved reports are now missing. In addition, I am not able to save a report nor am I able to create a new folder. Has anyone else experienced this issue in the last month or so?
Regardless of which entity or entity group I am in "Bills & Income" it shows everything collectively. This is great to see but I would also like to use the group functions individually to reflect their respective bills and incomes. It is currently grouping all business, rentals, and personal (three family members) groups…
This discussion was created from comments split from: Widespread CC-501 and CC-503 Errors Today.
Recently I am now having to enter all of the details for a new transaction even though I have chosen a memorized payee from the list. I used to be able to pick a payee and the category and payment/deposit would prefill. This has changed in the past couple of months and is quite annoying. Why even have a memorized payee…
This is using Quicken Classic for Mac V9.1.1; I do not know when the issue started. I did not consider reporting this issue earlier, as it does not cause negative impacts, except for the misleading information. It does not change how much I love Quicken. After requesting the update of my accounts with new transactions, the…
Our plan was just migrated from Alight to NetBenefits. Fortunately we had a Fidelity account active as I see there are problems with people trying to setup transaction download with just a NetBenefits account. My issue is this. My wife & I both have NetBenefits accounts (403b & 401a) that were created. I successfully setup…
Many of my reports are suddenly coming up blank, with a framework but without numbers. A few reports initially work but if I try to customize or bring up a sub-report, blank results. Quicken Classic on a Mac via Parallels
Starting a week again (7/14/26) Quicken no longer updates my VOYA Accounts. I am getting the following error message. Of course something has changed on the VOYA and/or QUICKEN side. Any suggestions ?
When editing or deleting items in lists, such as the memorized payee list, why can't I continue with the next item in the list. It always goes to the beginning of the list. Then I have to scroll down the list to where I left off. It wastes time and effort!
My Target Circle Card transactions are not downloading. It finds and connects to the account, but the transactions don't download. I've disconnected/connected several times but it hasn't made a difference. It finds and connects to the account, but the transactions don't download. Also, I've tried downloading a .QFX file,…
After ten+ days was finally able to access Partners FCU (using Safari on MAC) after first disconnecting and reconnecting my accounts. Reconnect was acknowledged by Quicken. Quicken now seems to be able to access their website/Portal but then gets stuck displaying following error (after multiple attempts over past couple of…
We have customers reporting they are receiving emails from Bank of America with the following message: "Your Consent with Quicken has expired or was revoked." If you receive this email, please backup your Quicken file, deactivate your Bank of America accounts, then reconnect them by clicking the + sign, searching for Bank…
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…
One of our product designers is exploring ways to make it clearer when the account register isn’t sorted by date—and how that affects the transaction order. We specifically would like to discuss register sorting and are looking to talk to those who may have this issue, especially if you are newer to using Quicken. Your…
We are currently receiving multiple reports of One Step Update (OSU) failures across multiple financial institutions, resulting in CC-501 ("Unable to update this account due to an unknown error"). We are also seeing a significant increase in reports from users who are unable to complete the connection process for financial…
We are seeing a trend of users with Huntington Bank who are not having their transactions download or receiving CC-501 errors. This is happening on Quicken Classic for Windows. 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…
Users who try to connect to Partners FCU are attempting to add their accounts and are reporting issues associated with the bank website upon being redirected during the Oauth process, and will see the error - code": 401, "message": "invalid_client. This is happening on both Quicken Classic for Mac and Windows. This has…
The latest Quicken for Windows release R68.25 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 9.1 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…
We are aware of an issue with how Fidelity money market funds are represented in Quicken for Mac. Fidelity sends the money market security in the API (previously through OFX) as both a security holding and in the cash balance for the core money market. For example: SPAXX — you own $100,000 as 100,000 shares. Fidelity sends…
PNC Bank is acquiring First Bank of Denver, CO. As part of this transition, customer accounts will be migrated to PNC, and existing First Bank connections in Quicken will no longer work. Key Dates June 18, 2026 FirstBank of Denver CO connections will be disconnected. Transaction downloads from FirstBank will stop. Intuit…
Great job to our most active members for this month!
