Fidelity Cash Management Account Always Shows That There Are Transactions to Review

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BarryMo
BarryMo Member ✭✭✭
edited August 2022 in Investing (Windows)
Associated with my Fidelity mutual funds, I have a cash management account under Banking. Even though there are no transactions to accept or no uncleared transactions, it always has the flag next to the account name telling me there are transactions to review, If I do a Validate/Repair, it fixes the issue but does not generate anything in the DATA_LOG.TXT file related to this account. The issue comes back the next time there are transactions to download.

I tried to reach Quicken via a support chat but the guy was not helpful. He wanted to call me but apparently could not. His directions via the chat were many minutes apart and some of his directions made no sense.

Answers

  • Quicken Jasmine
    Quicken Jasmine Moderator mod
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    Hello @BarryMo,

    Thank you for contacting the Quicken Community, though I do apologize that you have been experiencing issues with your Fidelity Mutual Fund account(s) as well as with our Support Chat. 

    First, I have located a Support Article that discusses some troubleshooting steps to take when Quicken is showing that there are transactions to accept however there are none. You may follow this link to access that FAQ. Please keep in mind that it is recommended to save a backup before proceeding with troubleshooting steps (just in case).

    Please let me know how this goes!

    -Quicken Jasmine

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  • BarryMo
    BarryMo Member ✭✭✭
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    Thanks, but I had gone through these steps. I also never had Automatic Entry on.
  • Quicken Jasmine
    Quicken Jasmine Moderator mod
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    Hello @BarryMo

    I have sent you a direct message, please navigate to the inbox in the top right-hand corner of the Community page and check your inbox.


    Thank you!

    -Quicken Jasmine

    Make sure to sign up for the email digest to see a round-up of your top posts.

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