Fidelity Donor Advisory Fund download is inaccurate

Mashru
Mashru Member ✭✭✭
edited January 3 in Download, Add/Update Accounts (Mac)

As far as I can tell, Fidelity's DAF download was enabled recently. However, the download only shows grants outlay and cash deposits. It does not show investments in MF, nor does it show their liquidation for supporting grants. So, I am quickly building up a good-sized negative balance in my DAF on Quicken!

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Have you contacted Q Support, via the link at the top of this page, about the matter?

    Yours is the first post that I've seen re: the DAF, so there's not a lot of experience in this forum with it.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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