Checking Account Transactions and Mobile App

FreddieH

I use Fidelity to write checks, pay bills and ATM withdrawls. Quicken requires that I label Fidelity as an investment account not checking. I am unable to add these transactions on the mobile app. I must remember to add ATM and Debit activities on the desktop version only.

Is there a way to enable adding transactions on the mobile app?

FreddieH

Jon

The only way you could do that would be to disconnect the account and manage it manually. As long as you have it set up to download transactions from Fidelity, Quicken will insist on it being a brokerage account.