Continuing issues with Quicken /Fidelity in reporting shares of Money Market FDRXX and Cash

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  • g0
    g0 Member ✭✭
    edited January 4

    Hint wrt another peculiarity: Downloaded MM Funds (shown as DivX) may not actually be reflected as DivX until you edit and enter/done the MM Fund transactions. Have found multiple instances in which transactions downloaded as reinvestment, then manually corrected, and then passed through the Quicken cash-core configuration process and OSU download are still treated as reinvestment. For the October, November and December MM dividend line items you may find, as I did, that the DivX characteristic of the transaction actually overwrites the prior Reinvest characteristic ONLY AFTER you click "edit" and enter the transaction.

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