Best Of
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Re: NetXInvestor rejecting request when attempting to update account OL-301-A
Same experience you are having. Have tried to reconnect and getting the same error message.1 -
Re: What’s Going On Between Fidelity and Quicken?
"ONE RING TO RULE THEM ALL". I have heard that somewhere. And in this case "ONE THREAD TO MONITOR" Would be nice. I am watching these threads, Is cash handling in a Fidelity broke…3 -
Re: Fidelity Annuity updates on the following date.
Thank you so very much for all your assistance with his annoying issue! I got lucky yesterday with an interesting turn of events. I decided to open up some of the backups that I had pulled last week.…1 -
Re: Fidelity accounts - I do not see the Cash Representation option
https://community.quicken.com/discussion/comment/20513914#Comment_20513914 OK, thanks for forwarding the issue. I will proceed with the Problem Report process as you indicated … I will report back he…2 -
Re: Quicken Rental Properties Management (RPM) for Mac. (25 Legacy Votes)
Like many people out there, I switched to a mac almost 10 years ago, wont ever go back to a PC based computer. What would it really take for a software manufacturer with a program like Quicken Rental…1 -
Re: ability to assign categories based on name w/out renaming the payee
The use case is to be able assign categories based on the payee’s name without renaming the payee but still use the same rule and category. Examples: Donations from John Donations from Tim Donations …1 -
Re: Bills & Income Reminders Issues After R64.23 Update (Past Due, Duplicates, etc)
Hi @NoCouth, On my secondary computer, I decided to update to the latest Quicken and then open two files: my original Quicken file that's working just fine on Build 27.1.63.21 along with the sam…2 -
Re: What’s Going On Between Fidelity and Quicken?
https://community.quicken.com/discussion/comment/20512986#Comment_20512986 I converted to EWC + on 9-20-2025. My accounts use complete tracking method. I have a CMA with one MM (SPAXX) which is the c…1 -
Re: ability to assign categories based on name w/out renaming the payee
@EmKay I can see how this could be useful. I think it could be implemented by adding a "Use downloaded payee name" option to the Memorized Payee List. That way you could use standard Renami…1 -
Re: Fidelity Investments - Dividend transactions for Foreign Stocks are not being automatically recorded
I used to own Imperial Oil, ticker IMO, in 2020. It was traded on Nasdaq (as I recall) in USD and treated tax-wise just like any other holding, except that as @pcg_quick noted an extra transaction fo…1
