Best Of
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Re: How do I stop transfers from showing up on the Income & Expense card on the new Dashboard?
I agree with this issue and hope that Quicken eventually allows edit to these dashboard reports. I know there are options within the Reports Customization to ignore, but this apparently does not carr…1 -
Re: National Bank of Canada, Tangerine Canada not Connecting Quicken Connect
https://community.quicken.com/discussion/comment/20516990#Comment_20516990 Hello @marchan, I understand the frustration—staying on top of business transactions is important, so here’s some guidance w…1 -
Re: Fidelity Cutover recognizes the wrong money market fund as cash balance
Looking at this, I think I can see where the problem comes from (Fidelity) and Quicken Inc's attempt to work around Fidelity not coding things right. And I might add my misunderstand on how this…1 -
Re: Schwab Retirement Account disabled Quicken Direct Connect
Hello @Chris_QPW, Thanks for your detailed explanation! Just to clarify, when I mentioned “regulation,” I wasn’t referring to government mandates—that was shorthand for the industry and institutional…1 -
Re: Fidelity Brokered CD Price Quote Downloads Rounding
On a positive note… on 09-19-2025 I was fortunate to successfully convert to EWC+. Prior to converting my live file, I sold all of my money market holdings, leaving only the SPAXX for the Brokerage a…1 -
Re: R64.35 Release Notes and Experiences
Thank you for the clarification @Quicken John H and @Quicken Jeff . Although users prefer to see more fixes, your transparency is appreciated.4 -
Re: Fidelity money market fund redemption transactions missing from IRA
@Quicken Kristina there are no other recent transactions with FIGXX in my IRA other than the ones shown above. I believe the Bought transaction did download. It's very unlikely the transactions …1 -
Re: Issue with Merrill Lynch account since reauthorization - account balance is wrong [Edited]
May the saints be praised! I was pleasantly surprised! The transactions for the IRA withdrawal downloaded correctly. Jim1 -
Re: Quicken Classic Deluxe - 1 Year Subscription discounts or lack thereof
Also I will point out “new user” is basically “new Quicken Id”. If ones Quicken Id isn’t tied to things like backup or biller services and you don’t mind resetting up your online services you can jus…2 -
Re: Save Report to Excel (xlsx) on Exit
Sorry! I ended up out of town, just back now :(. I just want the report to be generated, and exported to an Excel file (xlsx) on exit … make sense? Thanks!1
