Best Of
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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 -
Re: zzz-Fidelity Updates
https://community.quicken.com/discussion/comment/20515564#Comment_20515564 I noticed the Password Vault thing as well, as I no longer have any DC connections either. I decided to delete the vault ent…1 -
Re: Citi unable to connect (error on Citi website when authorizing)
Oddly I get the Citi yellow warning error nearly every morning (PST), then it will randomly successfully connect and download transactions every few days in the afternoons/evenings. This sporadic suc…1 -
Re: Citi unable to connect (error on Citi website when authorizing)
The post from Quicken Kristina 9/14/2025 took care of the issue for us. Thanks!1 -
ONGOING 10/23/25 Incorrect Error in Fidelity, BofA, and Merrill Lynch - Doesn't Prompt Migration
Some customers who are on the discontinued Fidelity Investments - DC Bank ID, Bank of America, or Merrill Lynch bids are experiencing an issue reauthorizing their accounts. These customers should be …1 -
10/13/25 No Transactions for Fidelity HSA Accounts
There is an ongoing issue with Fidelity HSA accounts. Due to the way Fidelity sends the data, transaction information and cash balances are not sent to Quicken. As a result: Transactions will not dow…4
