Best Of
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Re: READ-ONLY access using “Quicken on the Web”
I have the exact same use case of needing to provide access to aging parents. Please add my vote for a read-only version of the web client.1 -
Re: READ-ONLY access using “Quicken on the Web”
I am late to this conversation but the usefulness of sharing access and protecting data is immense. I use Quicken to manage my budget and those of my elderly parents. They still want to know, and are…1 -
Re: Bank connection issues: Citibank
I have 3 data files. All have Citibank institutions and 2 also Costco and American Airlines with separate Citi Cards. After updating to R64.35, each data file reported Connection Issues. It continues…2 -
Re: Income Reminder for SSA Benefits
Yes, it can: The key is to select it like this:2 -
Re: FIDELITY MIGRATION???
I have been calling Quicken and Fidelity weekly if not more often to express urgency and frustration. I was being told just another week or a couple more days by Quicken representatives. When they gi…1 -
Re: Fidelity dividends and fees not downloading correctly
After going through the new update process on my Fidelity accounts, when I update all of the accounts there is a issue with downloading dividends and fees. Some are correct, but other transactions ar…1 -
Re: Fidelity accounts - I do not see the Cash Representation option
https://community.quicken.com/discussion/comment/20517249#Comment_20517249 I'm not willing to give up the extra 0.04% by switching 😄2 -
Re: Fidelity EWC+ reinvested month end dividends handled wrong
https://community.quicken.com/discussion/comment/20517170#Comment_20517170 @Quicken Anja Please clarify. Are the steps you posted to fix the issue regarding the core cash, or is it for dividends bein…1 -
Re: ExchangeIn - please revert back to old method
https://community.quicken.com/discussion/comment/20517080#Comment_20517080 It's the new Express Web Connect+ connection between Fidelity & Quicken which Fidelity recently transitioned to.1 -
Re: Issue with Merrill Lynch account since reauthorization - account balance is wrong [Edited]
https://community.quicken.com/discussion/comment/20516825#Comment_20516825 @jefflock, I have somewhat mixed feelings about the handling of stock transactions. Under Direct Connect, Quicken did not se…2
