fidelity transfer from ira to roth

traderbrian
traderbrian Quicken Windows Subscription Member ✭✭
edited February 24 in Download, Add/Update Accounts (Windows)

When transferring from my ira to a roth it shows bought and sold instead of added and removed. Something has changed as it use to show correct.

I still have issues with fidelity market premium money market not showing correctly. It just shows cash for one of my accounts but does another account right.

Tagged:

Comments

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @traderbrian,

    Thank you for letting us know you're seeing this problem. To clarify, did the transactions download from the financial institution as bought/sold rather than as add/remove, or were the transactions entered manually?

    For the issue with the premium money market showing as just cash in one account, please provide more information:

    • What kind of investment account does it show as in Quicken (brokerage, IRA, 401k, etc.)?
    • Is cash in that account tracked as cash, or in a money market fund?
    • Do you have the option to change cash representation in Quicken?
      • To check that, go to Tools>Account List and click the Edit button next to the problem account. Select the Online Services tab. If you have the option, you should see a button near the lower right. reset money market option.png

    I look forward to your response!

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

  • traderbrian
    traderbrian Quicken Windows Subscription Member ✭✭

    The transaction shows as bought and sold. I had to manually change them to add and remove. It shows as treat fdzxx as cash. I reset to default. on my next update i will see what it shows

Categories