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

lembeckedens

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

Quicken Kristina

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!

Jim_Harman

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.