Fidelity Credit Card (Elan) downloading incorrect balance
For a couple of months now, Fidelity/Elan Credit Card has been downloading an imporper credit card balance -- rounding off all balances to nearest $ amount. I see this problem was reported by someone in Jan and updated in Feb, but no solution is shown and the problem was closed. I, too, have the problem. Please either fix the problem for let me know of an existing fix.
I have been downloading transactions for my Fidelity Rewards card for several years using Express Web Connect. That is, until February 7th when they updated their website and downloads abruptly stopped working.
When I disconnect online services and set them up again, I have a choice of two different FI's.
1. If I choose "Fidelity Rewards Credit Card", everything works great except the downloaded balance is always rounded to the nearest dollar. For example, $555.45 becomes $555.00 and $555.55 becomes $556.00. This causes automatic reconcile to fail 99% of the time.
2. If I choose "Elan Financial" and log in, the correct account does appear, but the account type is stuck at Savings. I have not found a way to change it to Credit Card.
Elan support is clueless. Instead of helping, they have tried to convince me that Express Web Connect is not a supported download method.0
Hello @Matchbox and @Wiley Won,
Thank you for reaching out to the Quicken Community with this issue.
First, I suggest creating a test file and adding the Fidelity (Elan) account(s) to see if it produces the same issue regarding the balance. It is recommended to save a backup before proceeding with troubleshooting steps in the event that you would like to return to your original starting position. Below are instructions on how to create a test file:
- Choose File menu > New Quicken File.
- Select New Quicken File.
- Click OK.
- In the File name field, enter the name of the new file, then click Save. Use a name like "Test File" to tell it apart from your main file.
Don't use any of these characters: * ? < > | " : \ / (asterisk, question mark, left and right-angle bracket, pipe, straight quotation marks, colon, BACKSLASH, FORWARD SLASH). Also, don't add the .qdf extension; Quicken does that for you.
- Sign in with your Quicken ID. If you are prompted to create a Quicken ID but already have one, click Sign In under the Create Account prompt.
- Select to not use Mobile.
- Click Add Account to start adding accounts to the new file.
After adding accounts, see if you are experiencing the same problems in this test file.
Please let me know how this goes, I look forward to hearing your response.
I have the same issue with downloads from Elan for my Fidelity Rewards Card showing the correct transaction amounts but showing a rounded baance for account baance, causing reconcilliation to fail.
How can I get somebody from Quicken to look into this?2
Thank you for joining this thread to share that you are also experiencing this issue.
Would you mind creating the test file (using the instructions in my previous response) to see if the same issue occurs there?
Please let me know how this goes!-Quicken Jasmine0
Same problem...please fix...cannot reconcile.0
I'm struggling with the same issue. Did a test file as suggested, but it is still rounding the online balance.0
Thank you for taking the time to visit the Community to report this issue, though we apologize that you are experiencing this.
We have forwarded this issue to the proper channels to have this further investigated. In the meantime, if the troubleshooting steps listed earlier in this discussion failed to resolve the issue, then we request that you please navigate to Help > Report a problem and submit a problem report with log files attached in order to contribute to the investigation.
While you will not receive a response through this submission, these reports will help our teams in further investigating the issue. The more problem reports we receive, the better.
We apologize for any inconvenience! Thank you.
Same problem — rounds to the next dollar every single time. i just manually override but kind of annoying0
Same problem - Fidelity Visa Rewards rounding down. I am using quicken connect through Fidelity Rewards0
@Quicken Jasmine I just downloaded the new version of Quicken today (R48.15 Build 22.214.171.124) and the problem persists. Any idea when this will be fixed? Thanks0