Best Of
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Re: New Fidelity Connection - Incorrect # of Shares/Missing Investment Accounts [Mac]
I experienced the same issue with Fidelity transaction downloads after updating to the New Fidelity Connection. All my Fidelity accounts double in value. I was able to trace where the errors lies. Wh…2 -
Re: Issue with Merrill Lynch account since reauthorization - account balance is wrong [Edited]
@Quicken Kristina Thank you for responding. I forgot to mention in my post that I did send a report for this issue today with a screenshot. Did this start today? For posted transactions, yes. Or more…2 -
Re: Issue with Merrill Lynch account since reauthorization - account balance is wrong [Edited]
For me it was not the case that pending dividends downloaded as despoits. In one case, on 9/18/2025, a pending dividend downloaded as a dividend but with the wrong date. Two settled dividends on that…2 -
Re: Transactions downloaded from Merrill Lynch not mapped correctly
I have stumbled across this thread after tolerating this ML-download madness for a long time. When converted to direct connect, I had to reauthorize almost every time I tried to download. After EWC+ …1 -
Re: Error CC-503 and CC-506 attempting to download transactions
Quicken Version R25.21 It seems that my problem started with this update1 -
Re: Bills, Income & Transfers Tab - Reminders
The reminders are associated with an EWC checking account. It happens whether Sync is on or off. When it is On, I have zero accounts selected for mobile/web use. As @erbfour mentioned above, if you r…1 -
Re: National Bank of Canada, Tangerine Canada not Connecting Quicken Connect
Ticket #11929342/CTP-14326 said it was "RESOLVED 9/18/25" but I still can't log into my Tangerine account. The login is still asking of a PIN NUMBER vice password. Since the PIN number was …1 -
Re: Best Way to Keep Quicken Tracking Account Transfers
https://community.quicken.com/discussion/comment/20510757#Comment_20510757 Switching over from manual entry to downloading is always very tricky. Quicken doesn't do a good job of matching up tons of …1 -
Re: How do I show a mortgage principle payment as an expense, and also as a reduction of mort. balance?
Another option would be to not use Quicken's automatic "I'm paying a mortgage loan" logic, but treat the (remaining?) mortgage as if it were a credit card. Create your own reminder, which i…1 -
Re: Question About Asset Allocation and Expected Return Regarding Bonds
Why? Quicken is getting that info from third party data supplier. That supplier may have SPAXX (and the others) as holding Domestic Bonds, or they might be showing the MM holding a different class th…1
