Best Of
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Re: Marcus - Unable to Connect
I called them yesterday and the agent said that they had not made any changes. Clearly the Marcus representatives are providing inconsistent messaging and it isn't clear that Marcus is the sourc…1 -
Re: Marcus - Unable to Connect
I also called Marcus and the representative said they provide service to "third party" such as Quicken. They said there has not been a change on their part, and to contact Quicken. I have b…1 -
Re: Tax Planner Errors
Good point, but I learned just turning off sync does not stop scrambled splits from occurring after OSU because some syncing still takes place whether it is on or off. After not seeing the issue in m…1 -
Re: Dividends included in income/expense reports
Thanks Tom. That worked. It look slike it had to do with the _DivInc category. I had it selected before and dividends did not show up. When I checked "Show Hidden Categories" dividend incom…1 -
Re: Marcus - Unable to Connect
Same here. I contacted Marcus and they said it's not them. They still download to "third party aggregators" like Quicken.1 -
Mac Quicken/Fidelity Investments Interface
I am so frustrated with the Fidelity/Quicken interface. The errors are continuous and seemingly without resolution. I estimate these problems began within the past year. I request that staff be assig…1 -
Fidelity IRA account multiple problems with balance, cash, realized gains/loss, add shares
Quicken overestimated my IRA cash balance today by 17942.93. The last time I looked closely at this was 11/8/25, when Quicken was short 407.62 due to cash (a long time problem). Today, Quicken is ove…1
