Best Of
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Re: Fidelity Updates Still Broken after Update
Thank you for your reply, It's a good idea to backup your file prior to making changes. Changing whether a security is represented as cash or as a security can impact current balances. See the s…1 -
Re: Fidelity Updates Still Broken after Update
I am in a similar situation. Some many transactions ago I kind of ignored in Quicken to transfer systematically Cash into FDRXX. So, my Holdings lists Cash and FDRXX. As long as their total is equal …1 -
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
