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Quicken does not download/sync pending transactions in Fidelity Cash Management Account

sysjl1

I have successfully configure current version of Quicken Windows to connect/download from Fidelity. This is working across all of my accounts except for the pending cash management payments/transfers transactions.

Is there a way these pending payments/transfers can be downloaded to Quicken so they show up in the Quicken calendar.

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Comments

Quicken Kristina

Hello @sysjl1,

Thank you for sharing your experience! If you are connected to Fidelity using Express Web Connect +, then pending transactions are not currently supported. That is the most likely reason why they are not downloading.

If you want them to show up on the Quicken calendar, I'd suggest creating reminders for the transactions/transfers. For information on creating bill, income, and transfer reminders, please see this help article: https://info.quicken.com/win/create-a-bill-income-or-transfer-reminder#Createabill,income,ortransferreminder-CreateaManualBillReminder

I hope this helps!