Topics in Quicken 1970-01-01T00:00:00Z 158745 146201 692 11591 0 540 7598369 Recent Update to separate Quicken from Intuit doesn't work. 2017-09-23T16:13:40Z 2017-09-22T23:44:38Z Cneiner cneiner I am receiving an Error OL-301-A on my main account. &nbsp;The solution you have provided is unacceptable. &nbsp;I have tried resetting the account and this didn't work. &nbsp;The option to remove the account from the list and set it back up is unacceptable - I have all of my reminders in this account and to have to re-enter them is not a solution, especially when I'm not even certain it would work. &nbsp; Running 2017 R14 Build &nbsp;I ran all the updates - even the mobile which I don't use. &nbsp;My financial institution suggested I contact you. &nbsp;The log files show a time out however, &nbsp;I have multiple accounts updating from the same institution and most are fine. &nbsp;<br /><br />Please advise. question install_conversion_registration_updating_to_the_latest_release install_conversion_registration_updating_to_the_latest_release, install_conversion_registration, a_quicken_for_windows_2017 1 3 2 comment 7598277 Quicken 2017 for Mac 4.6.3 download problems 2017-09-23T16:10:56Z 2017-09-22T20:19:32Z Michael Heady michael_heady I upgraded to Quicken 2017 for Mac 4.6.3 (build 46.19053.100) and am having download issues. I had previously created a new Quicken ID prior to this upgrade. Now, when I try to download, from Wells Fargo and Chase, I have failures that indicate the accounts don't match the bank user IDs. I have two accounts with Wells Fargo, and both fail. I have three accounts, all credit cards, from Chase and two succeed and one fails.<br /><br />I was a LONG TIME user of Quicken for Mac and had been using the 2007 version for many years. I was using both in parallel and was just about to stop updating the 2007 data file, but now I am having serious concerns.<br /><br />Any advice or direction would be greatly appreciated!<br /><br />Thank you! problem downloading_accounts_and_transactions_i_am_getting_an_error downloading_accounts_and_transactions_i_am_getting_an_error, downloading_accounts_and_transactions, a_quicken_for_mac_2017 active 10 8 4 comment 7598442 Small font after intuit to quicken migration 2017-09-23T16:10:51Z 2017-09-23T04:25:29Z George dorgel After migrating data from Intuit to Quicken (Quicken for Windows 2016 H&amp;B), the font is so small in the "All Transactions" left pane as to be almost unusable.&nbsp; Changing View =&gt; Large Fonts renders the the font unusably large; changing Edit =&gt; Preferences =&gt; Register =&gt; Fonts to a larger font DOES NOT affect the "All Transactions" left pane AT ALL.&nbsp; I have a std 1080 X 1920 resolution (not 4K) monitor.&nbsp; I found a CUMBERSOME work around which seems to restore my original, usable fonts, but it's not something a user should have to endure to use this woefully, pitiful product.&nbsp; Ticking the Large Font check box, then OK, and unticking it, then OK, seems to restore original, usable font.&nbsp; Quicken can do better if it tries.&nbsp; But will it?&nbsp; question all_other_questions all_other_questions, all_other_questions_other, a_quicken_for_windows_2017 active 4 3 2 comment 7565545 vault password? 2017-09-23T16:10:36Z 2017-07-31T21:55:15Z Phil Montross phil_montross I am asked for my vault password in order to schedule updates. I have never established a vault passwrod to the best of my knowledge. Can someone give me directions? question a_quicken_for_windows_other a_quicken_for_windows_other, all_other_questions, all_other_questions_other active 5 5 1 comment 7598595 quicken release in fall 2017 2017-09-23T16:09:51Z 2017-09-23T15:37:50Z Cynthia G cynthia_g_93ytx5343w08y I want to upgrade to 2017 but not if they are about to do another release that I would have to pay for again. I can't get a straight answer. Does anyone know? Thanks! question a_quicken_for_windows_other a_quicken_for_windows_other, shopping_and_buying_questions_before_i_buy, shopping_and_buying complete 3 4 1 comment 7589544 Quicken for Mac 2017 v4.6.0, 4.6.1 & 4.6.2 Released 2017-09-23T16:06:19Z 2017-09-08T21:55:46Z Quicken Marcus quickenmarcus We’re starting to roll out version 4.6.x to customers. &nbsp; <br /><br />As many of you know, we were spun out of Intuit into our own company last year and as part of that deal Intuit allowed us to continue to use their authentication and cloud infrastructure for 18 months but at the end of 18 months, we had to be off of it. &nbsp;Well, that deadline is the end of September.&nbsp;<br /><br />The 4.6 release moves all customers to the new Quicken ID authentication system, Quicken mobile/cloud infrastructure, and transaction aggregation and download system. This is a big change. It's analogous to picking up your house from its current location and foundation, transporting it to another town, putting it on a new foundation and then changing your lock and giving you a new key. &nbsp;It’s not easy and will be a little messy. &nbsp;We’ve been testing 4.6 with our beta test team for nearly 2 months to try to work out the kinks but with over 14,500 banks supported there are bound to be issues. &nbsp;Please use this forum post as both a place to let us know the issues you’re running into and also as a place to find answers. <br /><br /><b>What issues are people seeing?</b><br />I personally ran into 3 issues when I took the 4.6.x update using my own personal Quicken file. <br />1) Wells Fargo accounts said there was a partial download error. &nbsp;After I synced for a 4th time, the error went away. &nbsp;Wells Fargo is one of a handful of financial institutions that require us to communicate with them differently than every other institution which causes some problems. <br />2) I saw duplicate transactions in my Wells Fargo Home Equity account. &nbsp;The rest of my Wells Fargo accounts were OK. &nbsp;We are seeing some duplicate transaction issues with certain types of accounts when you disconnect and reconnect accounts but, for some reason, it happened to me even though I didn’t do this. &nbsp;If you think you’re seeing duplicate transactions, turn on the FI Id column in your register. &nbsp;If the ID starts with "INTUIT-“ then you are definitely in this type of account. &nbsp;CitiCards are probably the biggest financial institution in this bucket. &nbsp;Again, you shouldn’t run into this unless you disconnect and reconnect your accounts. &nbsp;Unfortunately, at this stage, I had to just delete the duplicate transactions and things seemed to work fine after that. &nbsp;We’re also looking for ways to mitigate this from happening via improvements in our cloud service. <br />3) Chase accounts told me I needed to go to the Chase website to verify my account by opening a secure message and following the steps to confirm my identity. &nbsp;I did that but it still didn’t work. I’ve done this hundreds of times in testing and it’s worked for me before so not sure why it didn’t work this time. &nbsp;This is the only remaining issue I’m working through. &nbsp;I’m guessing if I disconnect and reconnect the accounts by using the Add Account button I can get this working again but I’m trying other options first. <br />4) Quicken Loans - I have a Quicken Loan but this hasn’t worked in awhile. &nbsp;Quicken loans is blocking us for some reason and not allowing our services to update transactions so this is unrelated to the 4.6 update. As many of you know, Quicken Loans and Quicken are not related companies. &nbsp;We were a long time ago but are no longer tied together.<br /><br />Overall this didn’t go too bad. I was able to convert my Intuit ID to a Quicken ID, migrate my data file, get transactions downloading for all of my accounts except for Chase but I’m confident I’ll be able to fix this. &nbsp;Quicken Loans wasn’t working before so this wasn’t new. <br /><br />Most of you shouldn’t run into any issues but if you do please report them here. &nbsp;<br /><br />Also for those of you in and around Florida, please stay safe. &nbsp;One of our developers, Quicken Chris,&nbsp;lives and works in Florida and is now on his way to his wife's family in North Carolina so we wish him and all of you Floridians the best.<br /><br />9/9/2017 - My Chase is now working. &nbsp;I finally received the Quicken verify email again after I called Chase to resend it. &nbsp;I went through the steps and I'm no longer seeing any sync issues with Chase. &nbsp;I'm now fully converted.<br /><br />9/14/2017 - We started to release 4.6.1 but immediately saw a lot of people running into a false sync error. &nbsp;We pulled the release, fixed the issue and re-released 4.6.2. &nbsp;Let us know if you see any new errors.<br /><br />9/18/2017 - Quicken Cloud updated to fix issue with One Time Passcode for FIs such as Wells Fargo.&nbsp; Also added a fix for QCS_SERVER_ERROR issue which should improve adding accounts.<br /><br />9/20/2017 - Released 4.6.3. Fixes top crashing sync bugs and MFA on refresh issue where there wasn't a screen to enter in a passcode.&nbsp; Also automatically disconnects hidden accounts that that are no longer supported.<br /><br />9/22/2017 - Released 4.6.4. Fixed a crash that could occur during syncing. Also added a new feature to be able to Fix a dead account issue (error code 324) which is the top account connection issue. This could occur if you change the nickname of your account on the bank's website. To fix this issue, you would just go to the Account Status window and click on Fix It to clear the account and to re-enter your credentials. update 352 67 7 comment mac, qmac, qmac 2017 7582400 Critical Update. No information/emails from Quicken. 2017-09-23T16:04:58Z 2017-08-28T23:19:01Z FEC fec Any more on the Critical Update? I have not received any information or emails from Quicken. Can I log in to and complete the registration process before I receive notification? question a_quicken_for_windows_other a_quicken_for_windows_other, working_with_data_and_transactions_help_with_my_quicken_password complete 5 7 1 comment 7598291 Keyboard shortcut for "jump to matching transaction" is badly needed 2017-09-23T16:04:36Z 2017-09-22T20:40:31Z ajkessel ajkessel There appears to be no way to jump to the matching transaction with the keyboard on either Windows or Mac. A topic already exists on the Mca Support site but I haven't found anything on Windows. This is a very common feature and the fact that Quicken has no keyboard shortcut makes usage less efficient and also less accessible/ADA-compliant. Even if this only impacts a niche of users, I can't imagine it requires much developer investment to just add a hotkey to existing functionality. idea 7 7 2 comment 7598388 Quicken for Mac 2016 v3.6 Released 2017-09-23T16:03:08Z 2017-09-23T01:02:14Z Quicken Marcus quickenmarcus We're starting a staged rollout of Quicken for Mac 2016 version 3.6.&nbsp; <br /><br />Quicken is now an independent company.&nbsp; This means we have to be off of Intuit's technology infrastructure by 9/30.&nbsp; We need to swap out Intuit's system with the new secure Quicken Cloud for authentication, transaction downloads (Quicken Connect) and mobile sync.&nbsp; The main thing that's changed in this release is the Quicken Cloud stuff but we also made some refinements to the budget feature.&nbsp; Nothing major just small incremental refinements to the user experience.<br /><br />Unfortunately, this is a messy process and a huge change. There will be issues and we're fixing them as soon as we can.<br /><br />Please use this forum post as a place to comment about any issues in 3.6.&nbsp; We'll be monitoring this forum closely. Even if we don't always respond, we're reading the comments as they come in.<br /><br />Thanks,<br />Marcus<br /><br />9/22 - Releasing v3.6.1. We saw a handful of people crashing with 3.6.0.&nbsp; We investigated it and it looks like people who happen to have a budget that was originally created using Quicken 2015 would crash if they selected the budget.&nbsp; Or even worse, if the budget was the last thing they had selected then they could crash when opening the file.&nbsp; If you are in this situation, download 3.6.1 to fix the issue. article a_quicken_for_mac_2016 a_quicken_for_mac_2016, official 6 7 1 comment 7336058 bank list - 2017 Mac version 2017-09-23T16:02:44Z 2016-10-17T19:48:31Z cool_96 cool_96 Well folks, there are a lot banks missing in this list for 2017 Mac. Example: Dearborn Credit Union, Macomb School and Government Credit Union, Institutional eVantage, Equity Trust, etc... this TD Ameritrade link, the login does not work, I think the link is wrong. the login is 3th or 4th pages deep into the browser plus they update their web periodically. Entering manually will not work for me. Please update and improve your bank list ASAP!... &nbsp;Thank you!... problem downloading_accounts_and_transactions downloading_accounts_and_transactions, a_quicken_for_mac_2017 active 29 15 4 comment 7597187 Supposedly Important Update? 2017-09-23T16:02:16Z 2017-09-21T14:50:40Z David White david_white_75qtcp6fnb6d6 I have read about an important update with new ID <a href="" rel="nofollow">here</a>. I am on Deluxe 2016 for Windows. I have not yet seen or been prompted to install any update. The posting says it has to happen by 9/30. Why have I not been prompted? Where do I go to get the update if not prompted? I see this as a pain but I do not want to loose my ability to one step update and it sounds like I might if this doesn't happen correctly. Thanks for any tips/suggestions/clarifications. question a_quicken_for_windows_2016 a_quicken_for_windows_2016, install_conversion_registration_updating_to_the_latest_release, install_conversion_registration pending 4 4 1 comment 7598593 Express Web Connect failure 2017-09-23T15:55:38Z 2017-09-23T15:37:05Z Dental Pain dental_pain Quicken Home &amp; Business R14 Windows 7<br /><br />Since this morning, my Express Web Connect accounts fail during One Step Update, stating that Quicken is unable to establish an internet connection, which is a cc-899 error.<br /><br />Now, Quicken updates my Direct Connect accounts just obviously there is nothing wrong with my internet connection.&nbsp; This also worked just fine yesterday.<br /><br />Deactivating my account and reactivating the account resulted in the accounts being unable to establish a connection.&nbsp;&nbsp;<br /><br />I've re-downloaded the R14 Mondo Patch, which did nothing to remedy the problem<br /><br />I'm hesitant to have to uninstall Quicken 2017, but if that is the recommended procedure I'd go ahead and do it.<br /><br />And advice here?<br /><br />BTW, my Quicken Mac 2017 updates via Quicken Connect (essentially the same as Express Web Connect in Windows) fine, with a little coercing (I have to press the UPDATE NOW for the accounts).&nbsp; But it does download the transactions.<br /><br />As a 30 year user of Quicken, I'm really frustrated with this software and am more than ready to just move on already.&nbsp;&nbsp; problem downloading_accounts_and_transactions_i_am_getting_an_error downloading_accounts_and_transactions_i_am_getting_an_error, downloading_accounts_and_transactions, a_quicken_for_windows_2017 1 3 1 comment 7583450 Where is the Update? 2017-09-23T15:55:38Z 2017-08-30T12:50:54Z Derek Hamilton derek_hamilton I have received 3 emails from Intuit Quicken, one from Dunn himself, stating that an important update would be coming out within the next 60 days for my Windows Quicken Home &amp; Business Version R1 Build 90 days later I have received nothing more. question a_quicken_for_windows_other a_quicken_for_windows_other, all_other_questions, all_other_questions_other active 13 13 2 comment 7598607 OMG! Left sidebar font is too tiny! 'Large format' is too big. I hate this!! 2017-09-23T15:53:42Z 2017-09-23T15:53:42Z Philly philly_herlein_rains OMG! The left side bar font is so tiny I can't see it unless I'm 5 inches from the monitor! I tried 'large format' but then it's too dang big. I want my old Quicken back!!! problem all_other_questions all_other_questions, all_other_questions_other, a_quicken_for_windows_2017 0 2 1 create 7598605 Installed R14 Mondo patch. Get "Welcome" screen. Click "Get Started" button. Quicken immediately terminates. 2017-09-23T15:52:09Z 2017-09-23T15:46:57Z AJ Devies aj_devies Running Quicken Deluxe on 64-bit Windows 10. Installation of Rev 11-14 patch failed. Downloaded entire Quicken product and patched with R14 Mondo patch upon advice of Quicken support. Now when I start Quicken I get the "Welcome" screen referencing the new ID. &nbsp;There is a "Get Started" button on the screen, which when I click it, Quicken immediately terminates. I can no longer run Quicken on my computer. My entire financial life is in Quicken. I have no paper backup to fall back on. And now Quicken has shut down access to their Chat Support. problem working_with_data_and_transactions working_with_data_and_transactions, working_with_data_and_transactions_i_am_getting_an_error_or_quicken_crashes, a_quicken_for_windows_2017 1 3 1 comment