Conversations

Photo of Joseph Witkin
Auto Reconcile doesn't show transactions past the current date?
I download my Citi credit card transactions by Direct Connect into Quicken and use Auto Reconcile - I have "Always use online balance" an...
  • 1 me too
  • 4 replies
  • Question
  • Answered
Photo of Joseph Witkin
Clearing Notification (Picture of a bell with red numbers in it) to update Quicken Bill Pay still not fixed in Quicken 2019???
I have used Quicken for Windows for years. I just bought a subscription to update to Home and Business 2019. I do not use Quicken Bill Pa...
  • 1 me too
  • 4 replies
  • Problem
  • In Progress
Photo of Mike - Deluxe 2017 R17.4 (Win)
Capital One download update asking for one time code
Using Windows 7 Pro, Quicken 2015 Deluxe During a download of C1 transactions, Quicken update shows a screen saying the Capital One need...
  • 59 me toos
  • 137 replies
  • Problem
  • Solved
Photo of shelquis
FI SEI changed from web connect to direct connect, How do I change my quicken settings to accomodate?
I've got two Quicken accounts with about 15 years of data. SEI recently switched from web connect downloads to Direct Connect downloads. ...
  • 2 me toos
  • 12 replies
  • Question
  • Answered
Photo of Joseph Witkin
Infected Resource Accessed during One Step Update (Bitdefender)?
This morning, during my usual One Step Update of my accounts, my antivirus program displayed the following message: " The application ...
  • 2 me toos
  • 1 reply
  • Problem
  • Solved
  • Archived
Photo of Cortney Harper
Quicken 2016 Premier on Windows 10 - uh oh something went wrong on our end
I am using Quicken 2016 Premier on Windows 10 and receiving the message "uh oh something went wrong on our end" when I try to update anyt...
  • 148 me toos
  • 97 replies
  • Problem
  • Solved
Photo of Joseph Witkin
One step update fails after updating Quicken 2017 for Windows to R12
Last night I updated my Quicken H&B 2017 for Windows installations (Windows 10 x64) from R10 to R12 using the Mondo patch - for some reas...
  • Joseph Witkin, 1 year ago

  • 1 me too
  • 0 replies
  • Problem
  • Archived
  • Merged
Photo of Joseph Witkin
Auto Reconcile after accepting downloaded transactions doesn't happen any more
I had most of my quicken accounts set to "not automatically enter downloaded transactions" but let me review them; and then to "reconcile...
  • 3 me toos
  • 2 replies
  • Problem
  • In Progress
Photo of Scott Whitlock
CapitalOne One Step Update Fails - CC-501
Issue: CapitalOne card fails to update.  Random success and failures.Quicken 2017, R4, Build 26.1.4.5Windows 8.1 EnterpriseConnection to ...
  • 5 me toos
  • 13 replies
  • Problem
  • In Progress
Photo of Joseph Witkin
Quicken 2017 R4 Windows has frozen my Windows 10 when I try to "accept all" downloaded transactions.
Quicken 2017 R4 Windows has frozen my Windows 10 when I try to "accept all" downloaded transactions. Entire PC totally freezes, have to d...
  • 1 me too
  • 2 replies
  • Problem
  • In Progress
Photo of Marketing Guru
Ongoing problems with San Diego County Credit Union (SDCCU) and Quicken 2016
Trying to manage my SDCCU accounts in Quicken for Windows 2016 (latest release) has turned into a nightmare. I either get the dreaded CC-...
  • 10 me toos
  • 10 replies
  • Question
  • Answered
Photo of Joseph Witkin
Error OL-362A with SEI Investments new Access My Portfolio Direct Connect
SEI Investments has recently enabled Direct Connect to Quicken on a completely new website (SEI AccessMyPortfolio - the old site is SEICl...
  • 1 me too
  • 5 replies
  • Problem
  • In Progress
Photo of Joseph Witkin
Credit Score worked, but now report gone!
After installing Q H&B 2015 a few days ago, I was successful in obtaining my free credit score, and displayed the full report. Currently,...
  • 1 me too
  • 2 replies
  • Question
  • Archived
Photo of David Dantes
how to hide downloaded transactions pane
Since I upgraded from Quicken 2011 Deluxe to Quicken 2014 Deluxe, it seems that the Downloaded Transactions pane opens by default when I ...
  • 1 me too
  • 1 reply
  • Question
  • Archived
Photo of Joseph Witkin
QK 2013 Budget Setup Screen - can't see the subcategories in the list
In the budget setup screen (Planning-Budget-Annual View) - any way to have the category display on the left show only the deepest subcate...
  • 1 me too
  • 3 replies
  • Question
  • Archived