So my Fidelity accounts have been having issues lately. Not sure if this is Fidelity only, or if it is a Quicken issue that just happens to be showing up because Fidelity is my brokerage. Regardless, below are two examples. They are the ones I'm certain have happened and are problematic. Once they are fixed, I can verify others.

Example #1:

I have a Fidelity CMA Account and keep the cash portion in a separated checking account. I buy a short term fund consistently (FDLXX). Interest also gets funnel through the CMA account in the form of IntIncX. But recently, downloaded transactions are coming up as IntInc. It isn't supposed to do that. You're not supposed to be able to have cash in that separate account. It needs to have the X. And if it doesn't, we should be throwing an exception.

Example #2:

After syncing, Fidelity has been re-finding securities that are already in my security list. I click the option that says I already have it, and match to it, but it still creates a duplicate. And this is a real headache in certain situations (For example, I have three of the same security now: the original, one from fidelity, and then the one created for my ESPP. If I want to get rid of that third one, I have to literally delete and r-enter all the ESPP transactions I've ever entered. What a pain).

I am no longer getting errors and when I do a one step update I see the little working circles next to Fidelity in the update page but I don't see Fidelity listed in the summary page when it's done. I know I have no transactions to upload (everything is in) but the other accounts say "updated, no transactions to download" and Fidelity does not.

I'll watch it for a few days to see if it works when there are new transactions…

How do I fix the cost basis correctly?

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I have verified that my dataset name and file name match and reset my cloud data, but it's still not syncing when closing. Sync to cloud when closing is checked on the Mobil & Web Tab.

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I can download my historical information in csv and qif format from fidelity but I'm been unable to import this information into quicken for Mac. google, chatgpt, and copilot have been useless. Each confidently makes recommendations that all fail. I've even used them to generate python scripts, all fail.

Does anyone have an idea how to help me.

Everytime quicken changes something they create a real headache for user. I have an account with Bank of America. A year or so ago they made changes to the way checking data is downloaded to quicken. at first it appeared like my data was not getting downloaded to the quicken APP.For some reason instead of downloading to the existing data file it was creating a new account file. Why did this happen.? Now I have two files I wish to merge together. Is the only way to merge them together with Cut/Paste?

Any one know what quicken uses as a key when creating transactions to update their APP? In my last paragraph what made the decision to create a new account file instead of using the existing one it has been in use for years. Is it a decision I unknowingly made?

I hope I have explained this so someone is aware of my issue.

Anyone have a good Quicken User Manual that can answer questions on how Quicken functions?

Tom

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I have noticed that online in Quicken Classic, I have 20 different online profiles. Several of them have the same name. Most have data actually saved in them though a few have nothing and indicate that I need to set up the profile. What I would actually like to do is DELETE all but two as they are all copies of one another or reflect different years of my financial record. How do I go about doing this? I've looked and cannot see an option anywhere on my account page.

Thanks for the assist.

What can I do to rectify this situation?

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Maybe you could help here in getting this issue rectified?

This causes discrepancies in the desktop and when syncing, sometimes disconnects the amounts assigned to a category. Tax Planner then provides erroneous data and Reports based on category assignments are also affected.

The order of rows in split reminders should be preserved when synced or the cloud data is reset.

Check Sync Settings in Desktop Quicken
Ensure the account is selected for sync in the desktop application. Go to Edit > Preferences > Mobile & Web, then verify that Sync is turned ON and the account is checked under the Accounts list. 

Reset Cloud Data to Resolve Sync Issues
If the account still doesn’t appear, reset your cloud data:

• In Quicken, go to Edit > Preferences > Quicken ID & Cloud Accounts. 
• Click Sign Out, then sign back in. 
• Navigate to Mobile & Web > Reset your cloud data. 
• Confirm with Yes and wait for the reset to complete. 
• Re-sync by selecting Cloud Sync in the Mobile & Web dropdown. 

Verify Data File and Dataset Name Match
Ensure the Dataset name in Preferences matches your Quicken data file name exactly (without the .QDF extension).  Mismatched names can prevent sync.

Can anyone please help me with this issue?

In trying to recreate subscription items, I apparently had some saved as "Bills" already. I found that, when I attempt to create a new "Subscription" when a "Bill" already exists, the platform says "Sorry, the item could not be saved" or something like that. I can't tell if it's based on the name of the Bill or if it's based on the transaction, etc. Not sure exactly what the root cause is.

Is this a known issue, or something new? Any way to be alerted of this prior to attempting to create a new subscription?

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