Last Quicken update converted checking accounts to brokerage accounts with linked cash account.

sjwilling

I have two checking accounts, one in my name and one in my wife's name, with Fidelity. There were listed (correctly) under "banking". The latest update converted them to brokerage accounts with a linked cash account, now appearing on the left as "[name1] Checking-Cash", "[name1] Checking" and "[name2] Checking-Cash", "[name2] Checking." . This change also added a number of strange unreconciled entries for both (previously reconciled0 accounts in the brokerage account portion. THIS IS NOT A FIDELITY PROBLEM. I opened directly (rather than restoring from backup) multiple old backups going back to mid 2025, and the program changes those accounts even though they were functioning normally when I created the backup. This is support ticket 12406726. I lost 4 hours of my time Tuesday afternoon trying to troubleshoot this.

Can I have access to a rollback version of Quicken (subscription) where it worked properly?

Quicken Kristina

Hello @sjwilling,

Thank you for reaching out! I can see that you contacted Support directly, and they recommended speaking with Fidelity. Was Fidelity able to assist with this?

To help troubleshoot, I checked our internal tools, and I see that you're connecting to Fidelity Investments. If that is the correct financial institution, then are these accounts Cash Management Accounts (CMA)?

I look forward to your reply!