Problems with quicken upgrade for Fidelity Investments

Anne Missavage
Anne Missavage Quicken Windows Subscription Member ✭✭
edited October 2025 in Errors and Troubleshooting (Windows)

I found the solution. The new upgrade assumes we want "Simple Connections". I had to change each account to "Complete Transactions" to show that I had transfers between accounts.

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  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @Anne Missavage,

    Thanks for sharing your solution!

    This will definitely be helpful for other users experiencing the same issue.

    -Quicken Anja
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