Best Of
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Fidelity -- old transactions keep getting downloaded again and again and again
In Fidelity brokerage account, old transactions keep getting downloaded again and again. This started happening after new connection update to "express web connect+" Is it a known issue? Is…1 -
Re: What’s Going On Between Fidelity and Quicken?
https://community.quicken.com/discussion/comment/20515294#Comment_20515294 I have never had this issue with downloads from Fidelity until the last month or so. This isn't just days, it's we…1 -
Re: What’s Going On Between Fidelity and Quicken?
>Now, fast forward a few days, I have more "new" transactions that will not download. They are not marked as pending at Fidelity. Quicken just won't download them. The Online Center…1 -
Re: zzz-Fidelity Updates
https://community.quicken.com/discussion/comment/20515621#Comment_20515621 The prices AAR is talking about are likely for non-public funds in a 401(k), which do come from Fidelity.1 -
Re: zzz-Fidelity Updates
Did my first post-EWC+ 401(k) rebalancing and the results sent to Quicken were quite a mess. The "sell" transactions SUBTRACTED cash from the account rather than adding it. And the "bu…2 -
Re: What’s Going On Between Fidelity and Quicken?
Did Quicken or Fidelity kill the Direct Connect method? Yesterday one of my Fidelity accounts failed to update and now they're all failing to update. I'm still using the old connection meth…1 -
Re: RMD Income
@BougaTech Please review my post from a few minutes ago. If you look elsewhere in the Tax Schedule report, you will see that if the IRA account is included in the report, dividends and capital gains …1 -
Multiple, repeating scheduled transactions
Quicken Windows (latest subscription version) has created hundreds of duplicate scheduled transactions. For example, a Monthly scheduled transaction for AT&T has 15 duplicate transactions all wit…1 -
Re: Added an account that has been open for months, only shows a couple months transactions
Solved. The bank only downloads a certain number of transactions when you add the account. I had to select the opening balance date to the first date listed in Outlook to download the rest. Turns out…1 -
Re: Problem With Dropdown Menus Disappearing/Being Cut Off
I finally solved the issue! A program called Winaero Tweaker was causing a font setting conflict with Quicken after the Windows 11 22H2 update. I switched all the Windows display settings to default …1
