Fidelity Cash Mgmt acct shows ZERO balance in Quicken

KC Smythe
KC Smythe Member ✭✭✭
edited November 5 in Download, Add/Update Accounts (Mac)

My balance is off by the exact amount of my actual account balance, as verified on Fidelity's site. New transactions show correctly. My previous reconciliation on 9/7/25 was correct. I know there are issues with Fidelity, and see instructions for Windows users on how to change what shows up, but don't see it for Mac users. The reconciliation screen also shows a few "Add Shares" placeholder transactions, but clicking "Clear" on them doesn't change the balance. I'm not fond of providing a screenshot of my personal finances and wish you had a more confidential way of dealing with this.

Screenshot 2025-10-03 at 1.41.35 PM.png
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Answers

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @KC Smythe,

    Thank you for posing this question. I am happy to help.

    Based on what I could gather from your screenshot, it appears that the placeholders need to be resolved. You will need to edit each of those with the missing information.

    Let's start there, but of course, let me know how it goes. Happy to dig in further if needed.

    Thank you!

    Quicken Alyssa

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