Best Of
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Re: Fidelity Updates Still Broken after Update
@BJB From what I've read on the discussions, Fidelity conversion doesn't download all the history if it was several months since a transaction download. If you updated your history manually…1 -
Re: Fidelity Updates Still Broken after Update
I would like to get this working as well - my retirement accounts generally use FDRXX for the core position, and Quicken is often informing me that the shares reported by Fidelity don't match Qu…1 -
Re: RE: Updated 12/19/25 Fidelity Updates
Until Aug 2025: My primary financial institution: Fidelity. My primary source of account info: Quicken. Dec 2025 till now: Primary financial institution: Fidelity. Primary source of account info: Fid…1 -
Re: Problem downloading data from Vanguard
Today, January 16, 2026, transactions from Vanguard did not download to Quicken. I did not receive and error message. The account transaction register had the message "last download January 16, …2 -
Re: How do I set a rule to auto-categorize a transaction based on payee AND account (Q Mac)
It’s not possible right now to have account-specific rules. There is a product idea thread asking for that, you should add your vote by clicking in the little gray box in the first post. https://comm…1 -
Discover new connection not working---times out (Q Mac)
I was prompt to set up the new Discover connection, I went through all the steps and it just times out. I sent in the error report to Quick.1 -
Re: AMEX Connection Issue, multiple accounts, additional card holder
Try this: Go to each and every AMEX Account and disconnect it from downloading. (Make sure this includes any closed and hidden AMEX Accounts, if you have any.) While you're there, delete both th…1 -
Re: Target Circle Card has stopped downloading recent transactions as of 12/4/2025
I too have been a Quicken user since 1993. To be perfectly honest, what i.did.was simple.Since Quicken had no date of the fix, and when I called target customer service and knew nothing about the pro…1 -
Re: One step update does not list any of my accounts
Quicken Alyssa, that worked! Thank you. Just to answer your questions above no data is being synced to the cloud or Dropbox. I have my data files on an encrypted area on my hard drive. I'm a lit…1 -
Clean up out of balance accounts without starting over
I'm back using Quicken after a couple of years of letting it sit. I have a long standing file that goes back quite some time, and after auto updating the accounts I see that some accounts are mi…1
