Quicken adds extra cash balance to fidelity net benefits doubling actual value

lembeckedens
lembeckedens Quicken Windows Subscription Member
edited February 3 in Investing (Windows)

I see this topic popping up all the time without a resolution. Very frustrating. Any help would be appreciated.

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @lembeckedens,

    To troubleshoot this issue, please provide more information. When did you first notice this issue? Is the extra amount being added by a placeholder? Is it a duplicate transaction? Is it a number that is reflecting incorrectly in Quicken with no transaction to explain it?

    I look forward to your reply!

    Quicken Kristina

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  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    This issue has been reported several times over the past 2 years year but in most cases the discussions have been closed and archived. Here is one that is still open

    https://community.quicken.com/discussion/7908246/simple-positioning-cash-balance-issues-with-fidelity-netbenetfits

    The issue appears to be related to the account being set to Simple mode.

    QWin Premier subscription
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