Best Of
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Re: Download Problem with Quicken and Fidelity
Alyssa, There are many strings of comments with many detailed "do this do that" instructions with no success, all of the deactivate reactivate instructions you mentioned I have done. Has no…0 -
Re: Download Problem with Quicken and Fidelity
I concur. There seems to be no progress and limited awareness by both Fidelity and Quicken. Fidelity is among the largest brokerages. These companies should be prioritizing this higher than it curren…0 -
Re: Schwab HSA Account Download
HSA/Lively account appeared to be working fine but discovered that quotes were not being updated for several weeks when I reconciled the HSA Holdings to Schwab. However, Transactions and Reconciliati…1 -
Re: Schwab HSA Account Download
I have a similar problem. Transactions from my Schwab HSA stopped downloading. I attempted to fix it which did not work and the account ended up being deactivated. Now when I attempt to set it back u…1 -
Re: clear cache in quicken
Thank you qudtp, Chris and BK. your combined advice helped me set up access to my credit cards. I very much appreciate your persistent help. Happy Holidaze.2 -
Re: Transactions won't download into quicken
I had the exact same problem - started after the latest update last week. EZ fix. Download Quicken and install. No need to uninstall; the installation will uninstall your Quicken and install a new Qu…2 -
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
