Fidelity brokerage - paycheck deposits and bills drafts not showing in Quicken transactions

physics911

Hi, everyone.

The issue I am facing is that I am not seeing any transactions in my Quicken checking register from my Fidelity brokerage account for paycheck deposits, car payments, checks, etc. To clarify, the one-step updates are working fine, but these types of transactions aren't showing as line items in Quicken.

What I have set up is SPAXX in my Fidelity brokerage account to manage cash. And then I have in Quicken, for the Fidelity brokerage account, the radio button selected for "show cash in checking account". In Quicken, the cash balance shows correctly, but I'm not seeing my car payments, checks I write, my paycheck deposits, etc. Obviously, this throws off budgeting and spending details as well. I've had this setup since the beginning of the year, and it has been this way since the beginning, and I have just dealt with it, but now I would like to find a solution.

Thank you

[Edited - Readability]

Sceptic

@physics911 since you mentioned this has been occurring since the account was initially set up, do you recall whether these paycheck deposits, check payments, and other cash transactions have ever appeared in Quicken, or has the linked checking account always behaved this way?

Also, when you view the account activity on Fidelity's website, do you see the paycheck deposits, checks, and other cash management transactions listed there as individual transactions?

In Quicken, if you open both the Fidelity investment register and the linked checking account register created by selecting "Show cash in a checking account," do these transactions appear in either register?

Additionally, please verify that there are no filters applied to the linked checking account register. Set the Date, Status, Type, and Payee filters to show all transactions, clear any search criteria, and confirm the register is sorted by Date.