Best Of
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Re: Need option to download transactions without automatically assigning category/transfer/memo (Q Mac)
I never had this problem until I switched to a Mac. [Removed - Off Topic] I definitely want an option that allows the downloaded transactions to be as provided by the institution and not modified by …1 -
Re: Need option to download transactions without automatically assigning category/transfer/memo (Q Mac)
ME TOO, ME TOO, ME TOO!!!!! Been using Quicken since the VERY FIRST VERSION and this problem really bugs me!! Ai support bot is useless, and frankly, so are their support agents by continually giving…1 -
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
