Best Of
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Re: CSV import: AKA, a Fidelity workaround for now
Yes, naive is a good word. And good parsing is hard (as I know you aware since you built and maintain a tool for it) . But then, don't lead in with a blog entry that says "intelligently map…1 -
CSV import: AKA, a Fidelity workaround for now
So as we all go thru the Fidelity EWC+ Conversion™️… and I've been waiting for HSA account function to return… I saw this blip in the "Quicken news Fall 2025 Update" email blog, under …1 -
Re: CSV import: AKA, a Fidelity workaround for now
That's interesting, I wonder when they added the importing of investment transactions from CSV files. It seems to be quite a naive approach at it. They certainly haven't looked at a lot of …1 -
Re: Everything Else & Budget Reporting - Ticket(s) Closed? [Mod Note: Keep Thread Open]
This has been going on for too long. Please get this fixed. I noticed that you were very efficient at collecting renewal fees. In early discussions with your support team I had asked about monetary c…1 -
Error Opening Quicken Data File after Updating to 65.17
I downloaded and ran the manual patch update file for version 65.17. QW27.1.65.17MPatch.exe The update executed without error and it converted my Quicken data file and everything looks good with my d…2 -
Re: CC-501 Error with CIT Bank Online
Hello @Dave526, Thanks for reaching out! A CC-501 error appears when Quicken can’t connect to the financial institution to pull new transactions. This is most often caused by something on the bank’s …1 -
Re: Standard deduction for seniors updated but is wrong
Scroll up 6-8 posts, some users made statements regarding TT that I knew to be incorrect.1 -
Re: Macbook pinch and expand
You may want to explore some of the options in System Settings > Accessibility > Zoom. There are a bunch of videos out there that explain how to use theses features.1 -
Download Problem with Quicken and Fidelity
There are many posts here documenting issues with downloading transactions from Fidelity into Quicken. Many document steps taken to try and fixed the problem using Quickens processes. None have worke…1 -
Re: Issue with Merrill Lynch account since reauthorization - account balance is wrong [Edited]
Investment Advisory Fee transactions came down with the wrong mapping again. Memo info appears in the Payee field and is truncated, so account #s are missing (I have all my fees taken from core accou…1
