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.

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  • 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

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  • traderbrian
    traderbrian Quicken Windows Subscription Member ✭✭
    edited March 3

    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.

    [Edited - Readability]

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @traderbrian,

    We haven't heard back from you in a while. How did your update go?

    Check back and let us know! Thank you.

    Quicken Kristina

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello again,

    Checking in once more before this thread is closed.
    Let us know if you still need assistance.

    Thank you!

    Quicken Kristina

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