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Fidelity Cash Management account Dividends not show in "cash checking account"

CTS

I am using Quicken Classic Deluxe for Windows version R69.53.

I have a Fidelity Cash Management account that I have set up/selected to "show cash in a checking account". Dividends are not showing up in the "cash checking" account but stay as a balance in the Investment account under investing.

I have gone into the Account Details-Online Services Tab and have confirmed that the Spaxx money market fund is treated as cash in the account and to treat the money market as cash and don't show as a position.

How do I get the dividends to show up in the "cash checking account" with the other transactions?

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Quicken Carlos

Hi @CTS,

Thanks for bringing this to our attention. This issue has been escalated to our team, and they’re working toward a resolution.

If you haven’t already done so, I suggest submitting your log files through Help > Report a Problem in Quicken.

Once you’ve submitted them, please let me know so I can add them to the investigation ticket.

[CTP-17740]

leishirsute

Yes. I have to manually change the Div in the brokerage account for the incorrect transaction to DivX for it to show in the linked cash account. Quicken's treatment of transactions downloads and renaming rules for Fidelity can be unreliable ever since the EWC+ change.

I often have check the Fidelity website to verify the transaction type downloaded by Quicken.

CTS

I sent in the logs.

CTS

Screenshot.

CTS

Thanks! This worked. Clicking the action dropdown and changing Div to Divx now has it showing correctly. It is interesting that the dropdown does not even include the Div option that gets automatically entered.

Quicken Carlos

Hi @CTS,

Thanks for following up and for providing the logs and screenshot. I've added your information to the investigation ticket CTP-17740.

Our team is continuing to investigate this issue, but we don't have an estimated timeframe for a fix at this time. As soon as new updates become available, I'll share them in this thread.

We appreciate your help and patience while our team works toward a resolution.

[CTP-17740]