Best Of
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Re: Fidelity Cutover recognizes the wrong money market fund as cash balance
@Quicken Kristina This is fixed for the most part. The downloaded cash balance for the account with FDRXX as the core position still incorrectly shows $0.00 downloaded from Fidelity. I submitted a pr…1 -
Re: Is there a work around for using 1 step update for Fidelity?
Glad to see steady progress in making things worse. Three managed funds from Fidelity are out of balance by hundreds, if not thousands of dollars, with mislabeled transactions, and extremely delayed …1 -
Re: Fidelity no muni indicator in memo download
@MACMONEY Try this: click on one of the transactions and select View > Show Inspector from the menu. In the Trasnsactions Inspector window which opens, look near the bottom for the line "STAT…1 -
Re: Quicken Classic for Mac connection issue with Fidelity
Thanks for the help! Explanation and instructions were clear and everything is working again.1 -
Re: Quicken Classic for Mac connection issue with Fidelity
Fidelity no longer supports Direct Connect. They migrated from that to Quicken Connect. It looks like your travel started just before the hard cut-in of this migration occurred. Back up your file. Th…1 -
Re: Quicken Classic for Mac connection issue with Fidelity
Fidelity no longer supports Direct Connect. If your Fidelity accounts are still set up for that, you'll have to switch them over to using Quicken Connect. I haven't been having any problems…1 -
Re: Hiding Accounts Doesn't Work On Home Page Classic View
Actually, you do not need to rename the accounts. I see the “All accounts” block on a home page list the accounts in the same order as the Accounts List (Ctrl-a). That listing can be individually ord…1 -
Re: Adding CUSIP for bonds
Edit the security details Change the Security Type from Bond to most anything else (Stock for example) Enter the desired ticker (CUSIP is fine) Change the Type back to Bond Click the OK button2 -
Re: Fidelity Netbenefits 401k purchases show as "contribution" and are missing information
Merging securities worked for me. The main issue that I am having right now is that monthly 401k purchases do not have the details when I download - just shows up as "contribution." I have …1
