Cash transfers between Fidelity accounts no longer processed as a transfer

leishirsute

This used to work prior to the EWC+ cutover.

Cash transfers between Fidelity accounts used to processed as transfers with the catagories included for the sending a receiving accounts. Now, Quicken just treats a transfer as a deposit/withdrawal with no categories entered. I would use a renaming rule, but those are also broken for Fidelity accounts.

I've reported the problem.

[Edited - Removed personal information]

Quicken Kristina

Hello @leishirsute,

Thank you for letting us know you're seeing this issue. To help troubleshoot, please provide more information:

• When did you first notice this issue?
• Are you able to manually correct it to reflect the transfer?
• Is this happening in accounts with a linked cash account?
• Is this happening only in Fidelity accounts?
  • If not, which other financial institutions are impacted?

I look forward to your reply!

leishirsute

https://community.quicken.com/discussion/comment/20535378#Comment_20535378

• When did you first notice this issue?

I've noticed it for a few month end transaction downloads.

• Are you able to manually correct it to reflect the transfer?

Yes. I manually correct them. Just an FYI. I have transfer detection activated in Quicken but it doesn't seem to recognize the transfer. I don't really know how transfer detection is supposed to work. Does it work prior to the downloaded transactions being accepted or do the transactions first have to be accepted?

• Is this happening in accounts with a linked cash account?

Good question. Yes. It is transferring from a Fidelity linked cash account to a Fidelity investment account.

• Is this happening only in Fidelity accounts?
  • If not, which other financial institutions are impacted?

I have not seen this issue with other accounts. But, I very rarely transfer between non-Fidelity accounts. Maybe, once every couple of year, to give an idea of frequency.

It's not a huge issue, just an aggravation that didn't occur prior to the EWC+ cutover.