Quicken Community

Discussion List

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  transactions missing after downloading from fidelity

  Answered Closed chernan799 72 views 4 comments 0 points Most recent by Quicken Alyssa July 13Download, Add/Update Accounts (Windows)
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  Quick fill rules (Q Mac)

  Closed 206Giff 113 views 4 comments 0 points Most recent by Quicken Alyssa July 13Download, Add/Update Accounts (Mac)
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  On a Fidelity Brokerage Acct w/check register, Does Q ever report the value of cash from Fidelity

  Answered Closed johncros 92 views 5 comments 0 points Most recent by Quicken Alyssa July 13Download, Add/Update Accounts (Windows)
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  Projected Balances Report

  Reviewed nancepb 74 views 3 comments 1 point Most recent by NotACPA July 12Ideas for Windows Classic
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  25

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  Bulk printing or saving of all attachments from multiple transactions (Q Mac)

  Reviewed tcerveris 982 views 14 comments 25 points Most recent by Steve bens July 12Reports
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  What are the plans to support Trump account connectivity?

  Closed mrl232 278 views 5 comments 0 points Most recent by Chris_QPW July 12Download, Add/Update Accounts (Windows)
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  Account holdings shows ALL instances of that security

  Answered ✓ Closed Nalgas 68 views 2 comments 0 points Most recent by Nalgas July 12Registers & Transactions (Windows)
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  Student Loan Details (9 Legacy Votes)

  Reviewed System 401 views 13 comments 5 points Most recent by ZenCatVet July 12Manage Accounts and Transactions
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  51
  R56.9 updated - Change downloaded transactions font/format back to the way it was before [Edited]

  Planned Don Awalt 1.4K views 39 comments 51 points Most recent by Quicken Kristina July 12Display/UI
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  11

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  Change default IRA transfers out tax line item

  Reviewed Rocket J Squirrel 117 views 3 comments 11 points Most recent by q_lurker July 12Investments
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  66
  Required Minimum Distribution (RMD) age

  Planned Ray2020 1.3K views 35 comments 66 points Most recent by Quicken Kristina July 12Investments
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  56
  You should be able to reopen a closed account.

  Planned Chris_QPW 811 views 22 comments 56 points Most recent by Quicken Kristina July 12Manage Accounts and Transactions
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  Amazon Categorization should not use Hidden Categories

  Closed Bione 116 views 5 comments 1 point Most recent by Quicken Kristina July 12Retail Purchase Categorization
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  Syncing with Schwab

  Answered Closed Vince3 168 views 11 comments 0 points Most recent by Quicken Kristina July 12Download, Add/Update Accounts (Windows)
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  Crypto Securities Window Usage and Download Quotes Issues (for Mac 9.0.3)

  Closed swterami 105 views 4 comments 0 points Most recent by Quicken Kristina July 12Errors and Troubleshooting (Mac)
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  File not backed up.

  Answered Closed poolguy1 106 views 5 comments 0 points Most recent by Quicken Kristina July 12Errors and Troubleshooting (Windows)
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  unable to download transaction for Ally card

  Closed danlapin 35 views 4 comments 0 points Most recent by Quicken Kristina July 12Paying Bills, Online Billers & Reminders (Windows)
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  Schwab Downloads - Short sales downloaded as deposits & Cover shorts as buys [Edited]

  Answered Closed georgek 103 views 9 comments 0 points Most recent by Quicken Kristina July 12Download, Add/Update Accounts (Windows)
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  Quicken r67.7 creating duplicate transactions when downloading

  Closed fleetian 148 views 6 comments 0 points Most recent by Quicken Kristina July 12Download, Add/Update Accounts (Windows)
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  Fidelity Cash Management Account for Checking

  Closed masonkimble 106 views 3 comments 0 points Most recent by Quicken Kristina July 12Download, Add/Update Accounts (Mac)
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  Gears are for settings. Hamburgers are for menus.

  Under Consideration Rocket J Squirrel 293 views 8 comments 45 points Most recent by Quicken Kristina July 12Display/UI
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  57
  Lifetime Planner IDEA: Improve how ROTH IRAs are Displayed and Modelled in LTP

  Planned Scooterlam 635 views 18 comments 57 points Most recent by Quicken Kristina July 12Budget and Planning Tools
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  Option to preserve online account connections when performing File Copy

  Reviewed Rocket J Squirrel 491 views 19 comments 37 points Most recent by leishirsute July 12Backups and File Conversions
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  43

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  Create "Tax Exempt" type for Roth 401k and Roth IRA

  Reviewed mikek753b 1K views 16 comments 43 points Most recent by w20n0fjbh8 July 12Budget and Planning Tools
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  8

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  Feedback on new R48.8 "Income by Security" report

  Reviewed mikeweberatl 748 views 26 comments 8 points Most recent by John543 July 12Reports
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  Accounts Not Automatically Reconciling

  Closed Jan G 202 views 14 comments 0 points Most recent by NotACPA July 12Download, Add/Update Accounts (Windows)
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  R68.25 - Issues and observations with new Qualified Dividend feature

  Closed Jim_Harman 565 views 15 comments 6 points Most recent by markus1957 July 12Investing (Windows)
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  Why is downloading transactions from RBC still broken (Quicken Mac)?

  nothear2talk 356 views 10 comments -1 point Most recent by Quicken Laura July 12Errors and Troubleshooting (Mac)
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  Mark as reconciled

  Closed jbmorris 67 views 3 comments 0 points Most recent by Quicken Laura July 12Registers & Transactions (Mac)
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  Is there a way to redownload complete history for Fidelity account?

  Answered Closed Tomi 142 views 7 comments 0 points Most recent by John_in_NC July 11Download, Add/Update Accounts (Mac)