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Fidelity Cash+ (Again)

joturnage

I'm still having trouble with my Fidelity Cash+ account. Many downloaded transactions (especially the ones that involve things like Venmo) are being duplicated. Even if I already have the transactions in there. It is downloading the transaction, duplicating it, and also clearing the duplicated transaction on its own. I also get this message almost every day:

"You cannot reconcile or update the balance of a CMA-linked investment account, because its cash balance is always zero. To reconcile the cash balance, go to the linked bank account."

NONE of my accounts are set to reconcile automatically, so I have no idea what Quicken is talking about…

[Edited - Readability]

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Quicken Kristina

Hello @joturnage,

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?
Do you keep your Quicken file directly on your local hard drive?
Do you have reminders associated with the transactions that are duplicating?
What seems to trigger that message you're seeing every day?
- For example, does it happen immediately after running One Step Update?
- Do you see the message when trying to edit/correct downloaded transactions?

I look forward to your reply!

joturnage

This issue started a few months ago (I've only been using Fidelity Cash+ account since January of this year)

I keep my file on my local drive.

I have transactions that are auto-entered. None of them are the issue.

I don't get "messages" every day. This morning, for example, I had some Venmo transactions (both withdrawals and deposits) and each of them auto-entered and cleared on its own AND showed up in the downloaded transactions without a match (I did not enter any Venmo transactions prior to downloading them even though I knew they were coming) I categorized each transaction before entering it in the register (like I always do from the downloaded transactions window) and when I did, I ended up with the downloaded and correctly categorized transaction AND an auto-entered auto-cleared category-less transaction that I did NOT enter.

Quicken Kristina

Thank you for your reply,

You mentioned that none of your automatically entered transactions are the problem. Do you have reminders set up for the transactions that are getting duplicated on download?

When I asked what was triggering the messages, I was referring to this part of your original post:

I also get this message almost every day:
"You cannot reconcile or update the balance of a CMA-linked investment account, because its cash balance is always zero. To reconcile the cash balance, go to the linked bank account."

Since you said you don't get "messages" every day, does that mean this part of the issue is no longer happening?

Thank you!

joturnage

I don't get that message every day. I cannot make heads or tails of it. I didn't get it yesterday or today. I have attached an image of today's download event. There are six downloaded transactions. Five of them auto-entered and auto-cleared themselves and yet they show up as "New" in the Downloaded Transactions. When I enter the transactions from the Downloaded Transactions I will then have duplicate transactions and must go back and delete all of the auto-entered auto-cleared and uncategorized transactions. It is annoying to have to do that every single day when I have been as Quicken customer since the very first version for Windows came out in 1991 and I have NEVER had to do this before.

Quicken 2.pdf

Quicken Anja

Hello @joturnage,

Thanks for providing all the details and the screenshot. Based on what you’ve described, it sounds like your situation aligns with the scenarios covered in this support article on duplicate transactions in Quicken for Windows.

The article explains how to:

Use the Downloaded ID to identify duplicates
Determine why duplicates appear (auto-entered, bank changes, or manual/manual+download conflicts)
Safely delete multiple duplicates if needed

It may help you pinpoint what’s causing the repeated duplicates with your Fidelity Cash+ account and reduce the manual cleanup.

Hope this helps!

joturnage

I have already done this. The download IDs are the same for the auto-entered transactions AND the ones that show up in the downloaded transactions window. According to your guidance fixing this issue is 100% up to me. This is not acceptable. I am not going to waste my time every day following your guidance for this when no other account does this nor has it ever done this in my 35+ years using quicken. You need to fix this, not ask me to do some kind of manual workaround.

Quicken Anja

@joturnage Thanks for following up and confirming you've already followed the guidance in the support article.

To determine what’s causing this specifically for your Fidelity Cash+ account, we do need to have you try certain troubleshooting steps to investigate based on seeing if the usual troubleshooting resolves it or not.

Since you’ve already done that and the issue persists, the next step is to contact Quicken Support directly. They can investigate further, review your file, and escalate this further if necessary.

Unfortunately, there isn’t a one-click fix from the forum side alone, so involving Support is the best way to get this properly addressed.

Thank you!

joturnage

Thank you. I will contact them.

Quicken Anja

You're welcome!