Topics in Quicken 1970-01-01T00:00:00Z 69013 47121 1339 20083 0 1149 7807904 quicken not connecting to Chase 2018-11-15T13:35:25Z 2018-10-22T15:51:26Z Joan jmob28 Quicken Connection Issues via Direct Connect with Chase<br /><br />I have spent over 2.5 hours talking to both Quicken and Chase&nbsp;<br />Express Connection is in place and can work, but Direct Connect is not<br />Chase said they have been in contact with Quicken and Quicken needs to reset a server.<br />They now have notes regarding this when you contact Chase Customer Service and Chase says they have contacted Quicken.&nbsp; Quicken continues to say it is probably related to a Chase Security upgrade and Chase needs to correct the issue.<br /><br />Having talked back and forth to both Customer Service groups - <b><u>it should would be nice if they would talk and resolve this without putting all the customers in the middle!!!<br /><br /></u></b><u>´╗┐</u>´╗┐Once this is done I will still need to go back and reset up what I was told to deactivate.<br /><b><u>Not great customer service in my opinion.</u></b> problem bank_accounts_downloading_and_categorizing bank_accounts_downloading_and_categorizing, windows pending 34 22 6 comment 7773542 one step update hangs after 2018-11-15T13:12:31Z 2018-08-04T14:13:15Z Martin Gerber martin_gerber_7455tub7jveeb The One Step Update hangs and does not complete.&nbsp; It requires me to kill the program via task manager in order to continue.&nbsp; When I reopen Quicken, the account balances and update appears to be updated.&nbsp; Not sure what is hanging but it is really annoying to have to kill the process and restart quicken.&nbsp; It has just started to happen following the install of R 10.11 problem bank_accounts_downloading_and_categorizing bank_accounts_downloading_and_categorizing, windows active 8 9 3 comment 7728215 Quicken 2007 transaction file is full 2018-11-15T12:49:51Z 2018-04-29T19:48:04Z jacobs jacobs_8027562 Today while entering transactions in my mostly-trusty old Quicken 2007, I was surprised to hit an apparent wall: it wouldn't let me enter a transaction because "The transaction file is full." Uh oh.<br /><br />While I wish I could just switch over the Quicken 2018 once and for all, limitations with reports still keeps me from doing this, although I hope that day will come sometime soon.<br /><br />In the meantime, is there any alternative other than doing a Save As and eliminating the first year or two of data from my 25 years of data? Would deleting a few accounts I no longer use make it easier to re-import that data into Quicken 2018 when I'm ready to? question active 19 9 1 comment 7794719 Unable to update HSA Bank 2018-11-15T12:47:37Z 2018-09-20T10:18:19Z M B m_b_5826566 For the past two weeks I have been unable to update the information on my HSA Bank account.&nbsp; I have removed the online download connection and now I am unable to (re)add HSA Bank for download.&nbsp; I receive error cc-503 indicating my sign in credentials are incorrect.&nbsp; The credentials I am using are CORRECT.&nbsp; I am experiencing a similar issue in my Mint account (Intuit, and yes I know Quicken is no longer Intuit), but not on any other platforms such as Personal Capital.&nbsp; This account link has been historically unstable.&nbsp; As far as I can see, there is nothing new on HSA Bank's website that would affect the login process (new security, etc.)&nbsp; HSA Bank (Webster) is still showing on Quicken's list of supported banks.&nbsp; How can I get this account added for automatic transaction updates? problem support_contact support_contact, errors_troubleshooting_olb, bank_accounts_downloading_and_categorizing, windows pending 29 15 5 comment 7818134 This FI is unavailable at this time. 2018-11-15T12:34:54Z 2018-11-15T12:34:54Z Ghassan Alfaqih gusa_7agem1nq0l2t3 I recently synchronized my desktop data with the mobile/web option. I am receiving the error "This FI is unavailable at this time. Please try again later." Care code: ccscrape. 181 but it never works later. This is only occurring on my Fifth Third bank accounts. How do I correct this issue? I had a problem with some other accounts but was able to re-enter username and password which resolved the problem. I am unable to do so with these. problem 0 1 1 create 7817320 I have quicken Deluxe 2019 on my mac. Can I share a synced data file on the web between a mac and a pc? 2018-11-15T11:37:57Z 2018-11-13T16:47:52Z Gary Wagner gary_wagner_6lbd9hrd4do4r question backup backup, mac, windows complete 10 9 1 comment 7817915 Upgrade from 2007 Windows ( Canada) 2018-11-15T11:22:51Z 2018-11-14T20:53:36Z David dpollock I am told that I must upgrade to V13 and then to V18, and even then some data may be lost or corrupted.&nbsp; I do have an uninstalled version 2014 - will this help with the upgrade.&nbsp; What is the best procedure for me to eventually get up to date without losing data or saved reports<br alt="" name="" rel="" target="" title="" type="" value="" /> problem data_file_conversion data_file_conversion, installing_and_updating, buying_refunding_replacing, windows 1 4 1 comment 7333957 Add Ability to Include or Exclude Transfers on Budgets in Quicken for Mac 2018-11-15T11:17:39Z 2016-10-14T18:26:50Z smayer97 (QM2007, CDN user since '92) smayer97 Please add the ability to choose whether to include or exclude transfers in budgets, like in other versions of Quicken.<br /><br />At the moment, you can categorize transfers but they do not show up in budgets. This&nbsp;feature should also allow control of that and override it as needed.<br /><br /><br />(If you find this feature helpful, please be sure to click "VOTE" above to increase the count of this post and therefore its visibility to other users and to the developers.)<br /><br /><b>If you do not click VOTE at the top of each one, your vote will NOT be counted!</b><br /><br />Click "Follow" at the top if you want to receive notifications of any replies to this thread. idea 114 133 414 comment 7818111 Reports not getting all data 2018-11-15T10:59:07Z 2018-11-15T10:59:07Z Dora Haymond dora_haymond When I try to do a report like "How much did I spend on . . .?" the full amount of data does not show as when I do a search for the same item, I have pages and pages of data, the report, about 8 lines!!!&nbsp; Why isn't it picking up all the instances of my spending on a certain item when I painstakingly itemize every single receipt so I CAN do above attempted reports . . .???&nbsp; problem 0 1 1 create 7818099 edit multiple transactions 2018-11-15T10:17:12Z 2018-11-15T10:17:12Z Dr Karron dr_karron I imported a batch (hundreds) of PayPal&nbsp;transactions and the fields are not properly parsed. The payees are including memo data and clogging up memorized transactions. How can I edit these in bulk to cut the offending substring and insert it at the beginning of the memo field? question 0 1 1 create 7816862 Very Poor Report Customization features for 2019 for Mac 2018-11-15T07:27:29Z 2018-11-12T16:52:11Z Mike ltmwoods For years I've used REPORTS to generate year-end/tax reports. But with Deluxe 2019 v 5.8.2 I don't have the options to customize reports to show summaries of SUB-CATEGORIES (i.e. Business:Travel:Meals, ...:Travel:Hotel, ...:Travel:Rental Car). Is this lack of SUBCATEGORY Summarizing a flaw in 2019 or am I missing something. I'm rather disappointed in how little customizing I can now do with 2019. Suggestions? problem mac mac pending 5 6 3 comment 7816986 Trial Key Suggestion 2018-11-15T07:21:01Z 2018-11-12T21:37:50Z jtemplin jtemplin Now that Quicken operates on a subscription basis, it would be nice if Quicken does what other subscription software does: offer a full-featured, limited-time, trial key to explore the software. For example, the software would stop working after say, 30 days, until you bought a legit key and entered it into the software.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />I would think this would be fairly easy to do from Quicken's license servers, and would be much easier to operate than the current 60-day money back guarantee if you try the software but want your money back.<br /><br />I think this would be especially useful for folks on older versions wanting to try the subscription, users considering switching platforms (Mac/Windows), or folks considering changing editions (e.g. Premier to Home &amp; Business).<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />Just a thought. idea 12 7 2 comment 7818059 Stock split rounding error bug 2018-11-15T06:29:37Z 2018-11-15T06:29:37Z Mark D la_mark Back in 2012, I purchased 216 shares of a security. On 5/22/17, the stock split 198 for 216. In my stock split transaction, that is exactly what I entered, new shares 198, old shares 216. Well, when it comes time to sell the shares, I check the box to tell Quicken to sell all shares in the account and it correctly fills in 198 for the Number of Shares. When I press Enter/Done, I get an error message saying "Number of shares selected is more than the available. Maximum available shares on this security is 197". What gives? The Investing pages shows exactly 198 shares, the Sell screen shows exactly 198 shares but the sale reconciliation only thinks there are 197 shares. problem 0 2 1 create 7817731 Bank balance alert 2018-11-15T04:58:36Z 2018-11-14T14:39:14Z Walt Lyons walt_lyons_6vp92roxdadph I am using Quicken Home, Business, Rental 2019.&nbsp; I set up an alert to warn me when the balance of my checking account goes below a certain amount.&nbsp; I selected the pop up method.&nbsp; When I enter a transaction that takes the balance below the specified amount, nothing happens.&nbsp; There is no alert of any kind.&nbsp; How can I fix this?&nbsp; Thanks problem errors_troubleshooting_non_olb errors_troubleshooting_non_olb, bank_accounts_downloading_and_categorizing, windows 2 4 1 comment 7817475 How can I stop automatic downloads from occurring and download only when requested on my Mac Quicken Deluxe 2019? 2018-11-15T04:33:59Z 2018-11-13T23:15:34Z Leslie1 leslie1 My Cloud Account is requesting downloads from Union Bank multiple times a day and daily on my active file. Nothing is downloading to my desktop app UNLESS I request it and is working fine. &nbsp;The problem is that there are so many requests being made I am going over my limit of downloads every month. I do not want to delete the cloud account and lose all my connections. How can I stop automatic downloads from occurring and download only when requested? I have my mobile sync turned off and the cloud is still is making daily requests. &nbsp;Can I limit how often the requests are made IF I turn sync back on?<br alt="" name="" rel="" target="" title="" type="" value="" />I am using Quicken for Mac Deluxe 2019<br alt="" name="" rel="" target="" title="" type="" value="" /> problem errors_troubleshooting_non_olb errors_troubleshooting_non_olb, mac, mobile_and_cloud_sync active 7 6 2 comment