Fidelity money market account after quicken classic premier connect update

dac987
dac987 Quicken Windows Subscription Member ✭✭
edited November 24 in Investing (Windows)

I use my FZFXX as a linked checking account to my brokerage account. Prior to the conversion everything was fine. Now the checking account was forced to zero and the brokerage register is not detailed enough. For example it used to a say check #soandso was paid. Now it just shows an amount was debited in the brokerage register and the checking register shows no new transactions. It basically makes quicken not usable for my needs. I have transactions dating back to 1995. very sad. I have applied the recent "fixes" and there is no change.

Comments

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @dac987,

    Thank you for reaching out! To help troubleshoot this issue, please provide more information. If the checking account was forced to 0, does that mean that Quicken is tracking it as a security? Do you have an option change the cash representation? To check that, navigate to Tools>Account List and click the Edit button next to the problem account. On the Online Services tab, you should see a Reset Money Market securities/cash options button.

    reset money market option.png

    I look forward to your response!

    Quicken Kristina

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