Fidelity Cash+

joturnage
joturnage Member ✭✭✭
edited February 27 in Registers & Transactions (Windows)

Quicken is randomly automatically entering downloaded transactions into my Fidelity Cash+ account. I don't even see the transaction in the downloaded transactions window. I just open up the account and there they are. And they enter as cleared transactions. Is there a way to stop this from occurring? It is annoying.

Answers

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

    Try EDIT, Preferences, Downloaded Transactions … and UNcheck the 2 "Automatically add …" boxes at the top of the dialog.

    Also, was this account created by your use of the "Show cash in a checking account" feature of the associated taxable brokerage account?

    And, are these legitimate transactions? Or totally fictitious? What shows at Fidelity's website?

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

  • joturnage
    joturnage Member ✭✭✭

    I have quicken setup properly (the automatically add… is and has been unchecked). They are all legitimate transactions. It is the "show cash in a checking account" account from the associated brokerage account.. The transactions are are all on the fidelity website. I cannot figure out why some transactions just enter themselves automatically and some do not. There is no logic to it…

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

    Tell us more about these transactions. Is there any similarity, or pattern? Any consistent date, or day of week?What money market fund actually holds the cash in the brokerage account?

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

  • joturnage
    joturnage Member ✭✭✭

    No pattern that I can tell. I can say that Venmo transactions seem to get messed up. I will enter (a day prior for example) an upcoming Venmo transaction and when the account data downloads I end up with the Venmo transaction I entered and cleared (all by itself) but I also end up with the same Venmo transaction in the downloaded transactions window (with the word Match) and then I end up with TWO Venmo transactions—the one I entered the day before (cleared not by me but automatically) and then a "generic" Venmo transaction that is also cleared once I select Accept.

  • mshiggins
    mshiggins Quicken Windows 2017 SuperUser ✭✭✭✭✭

    @joturnage does the Venmo transaction have a reminder?

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

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