Best Of
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Re: Fidelity money market automatic redemptions
See this re; the CvrShrt issue https://community.quicken.com/discussion/7971005/new-2-10-26-fidelity-core-cash-transactions-downloading-as-cover-short-sale-cvrshrt#latest1 -
Re: Linking Discover Bank Account after Capital One Merger
The only thing I see is my Discover Card in Capital One (now migrated). No Discover Bank accounts transferred (yet). I see the Discover Card online on CapOne and the Discover Card download is reestab…1 -
Re: Bought and Sold Securities Report in Quicken Mac
Thank you. That is what I have been doing to get the information. I want to create I can just run instead of having to do one time requests. I'm very disappointed in the investment reporting cap…1 -
Re: Fidelity - reauthentication required when I switch Quicken databases
I figured it out. The secret is to authorize on Fidelity all accounts that I want to see for both files, and then in each file to tell Quicken to ignore the accounts that I don't want to downloa…2 -
Re: Linking Discover Bank Account after Capital One Merger
I reported this same problem previously. Other logins that still have Discover Card accounts (not yet migrated to Capital One) reconnect/reauthorize without any issues. However, the login that includ…2 -
Re: Ally CC-503
Have not been able to connect to Ally Bank since July 2025. Seems like there are several other users who have the same problem, including 3 people I introduced to Q'. We all get the cc-503 error…1 -
Re: Budget When Will it Get an Overhaul on Quicken Mac ?
@mtatge Taking your last point first: Quicken Classic is going to remain desktop based, and platform-specific, for as long as Quicken Classic survives. Quicken Simplifi is the next-generation product…1 -
Re: Did Quicken change how Fidelity tracks cash in core accounts?
These faux "covered shorts" are ironic, given that Quicken and Fidelity have not handled "buy to close" option transactions properly since the big EWC+ changeover. 😉 For me, thes…1 -
Re: Cant' Connect Walmart OnePay Cash Rewards Synchrony Bank With Quicken
@martystl, Thank you for adding to this discussion. I am sorry you have been affected by this issue. This was escalated internally, and our team determined that the problem is on the provider's …1 -
Re: Balance Stuck on Running Balance (Quicken Balance & Online Balance disagreement)
If the balance numbers are in italics then the register is not sorted by date. Click on the DATE header at the top of the date column to resort the register and it should fix the balance column.1
