Best Of
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Re: What does the H&B product change process look like from Quicken Classic to Quicken cloud?
There's no easy way to transfer anything from classic Quicken to Quicken Simplifi. You can apparently import a CSV file full of transactions into Simplifi so maybe you could export accounts one …1 -
Re: Fidelity Transactions NOT downloading
Brilliant. You have solved a problem I've been having for 6 months. Neither Fidelity nor Quicken support were able to resolve the problem.2 -
Re: ONGOING 3/19/26 "Everything Else" now shows up in Budget Reports. No option to remove.
UPDATE 3/12/26 Our teams are continuing to investigate reports of “Everything Else” appearing in Budget Reports with no option to remove it. While the issue remains under review, we do have some addi…2 -
Re: Fidelity CC-601
I didn't try the OSU before, but tried it now. It downloaded transactions, including many older ones. I have been using a different PC to experiment, since I don't want to hose my real file…1 -
Re: Fidelity CC-601
This is how to FORCE transactions to download. Open Acct Register Go to GEAR Icon upper Right Press and Hold Ctrl & Shift together…and click on the dropdown menu UPDATE TRANSITIONS Connect with F…1 -
Re: Fidelity not downloading transactions
This morning, my Quicken linked to Fidelity and I got some data from some of my Fidellity accounts. No error messages. On the face of it, everything looks normal except that not all the data from Fid…1 -
Re: Fidelity not downloading transactions
Interesting. I also copied my file in order to rename it and that coincided with the dates of loss of download ability. I was able to download month-end activity from Fidelity on Saturday morning 2-2…1 -
Re: Fidelity not downloading transactions
Looks like Quicken is trying to solve this problem. This is good news!1 -
Re: Quicken Classic Mac 8.5 has been released!
Not sure how I didn't notice this before, but the text of one button in the mini toolbar says "Edit Schedule". Clicking this button to the Edit Details pane of the transaction. You can…1 -
Re: CC-601 Error - Fidelity Brokerage Accounts not updating.
Is it necessary to perform the 3 step process described in OTN's March 10th message above in order to get the system to download the transactions from Fidelity?1
