How stable is version R65.29

I updated to R65.29 on 12/23 because it was supposed to fix at least one of the Fidelity issues regarding cash representation of Core Position MMFs…and it did fix it for me. So far it has been very stable with the only issue that I've observed being the ongoing issue (for several version updates, now) where some Tax Planner settings and numbers are changed and need to be reviewed/corrected. That's a nuisance, however, it is not hard to do but it does take a little time to review every Tax Planner section to make sure the settings and numbers are all correct. Once the review and any needed corrections are done they seem to be stable and not return…until perhaps the next version update.

But since you are still running R64.30 then you are also missing out on some other Fidelity and some other important Tax Planner improvements that were included in R65.15 and R65.17. And, BTW, I experienced no issues with either of these versions, as well….except, for that Tax Planner settings/numbers issue mentioned in my previous paragraph.

Since you are a Fidelity customer, IMO, I think you should seriously consider updating to R65.29. Back up your data file first. If you are not happy with the results I can walk you through how to revert to R64.30 if that is what you wish.

It would be great if you would post your update observations here. I'm really interested in finding out if my experience is an anomaly or if others experience the same.

Yeah, I've been seeing a few posts about how some R65.29 announced fixes were not fixed for them. That is a not uncommon occurrence with new version updates. Often but not always the issues do resolves after a few days but not all the time. But I am encouraged that I have not seen anyone posting about new issues having been introduced with R65.29.

My remaining Core Position FDRXX $0.00 issues (with 2 accounts) prior to R65.29 were resolved after updating to R65.29. But simply updating to that version did not do it for me.

There was a Moderator post that came out on 12/22, the day before the R65.29 release announcement was made (for some reason I can't find it now), announcing that R65.29 was supposed to fix this issue. It also advised that if after updating to it the issue was not resolved we should go to the Online Services tab of Account Details, click on the Set/Edit button for the MMF cash representation, click on the Customize button, select the MMF (FDRXX) and then accept it.

After doing that the Fidelity reported Cash Balance below the Account Register was immediately corrected to show the correct amount and it has been correctly updated the last few days.

Maybe you could try doing that to see if it resolves the issue for you?

Glad to hear that your Cash Balance in the register is now good.

But your 2nd paragraph regarding the Online Center is certainly odd. I would have expected FRDXX values in all views to match. What do you see on the Balances tab?

I rarely go to the Online Center, typically only going there when there is some issue that I haven't been able to resolve. Your Online Center layout view is what I'd expected to see when I just now went to the Online Center. But what came up for me is the following….no Balances, Holdings nor Quicken Info tabs, no accounts to select from, no securities, no shares, no costs. I can't remember ever seeing anything like this, have you?:

I did get a few transactions (5 total in 2 different accounts) downloaded this morning so that is not the issue. I don't get it.

So, is what you are seeing and what I am seeing just another Fidelity EWC+ issue or is it something else?

@Andrew02467 said:

I only see 65.29 available, but someone is showing 65.30?

To the best of my knowledge, R65.29 is the latest version. I'm guessing that R65.30 reference was a typo. Perhaps @leishirsute would confirm this?

Oh, yes, as mentioned by @markus1957, that configuration issue is usually resolved by simply uninstalling and reinstalling the software.

The picture I posted was a screen shot of the Online Center after I had reduced the width view so it really is not so small as it looks in the picture. I frequently do that when I want to post picture from Quicken but the width of the view would make the screen shot too small for many people to be able to read. When that view of Online Center is at normal expansion there is a lot of extra space to for all of the columns to be visible.

I always keep my computer resolution and screen magnification views at the "recommended" settings so I've never had the problem that you mention. But just to be safe I played with the settings some and there was no difference.

Sometimes when updating a version the installation does not complete correctly or completely. This is not an issue specific to any particular version. IMO this seems to happen more frequently when letting Quicken do the update.

You might want to consider downloading and installing the Manual Patch Update File for R65.29 from https://www.quicken.com/support/update-and-patch-20182019-release-quicken-windows-subscription-product/ . Run the downloaded file as an Administrator and it will install right over the current installation.

If the initial version update to R65.29 did not install properly the first time, reinstalling it will usually resolve that issue.