Windows

Discussion List

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  Current Fidelity Instructions

  Answered Bob@45 171 views 9 comments 0 points Most recent by Quicken Kristina November 8Download, Add/Update Accounts (Windows)
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  26

  Up
  Idea: Include check number field in scheduled transactions (8 Merged Votes)

  Reviewed Dan Glynhampton 1.3K views 34 comments 26 points Most recent by UserDavidC November 8Paying Bills, Online Billers & Reminders
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  zzz-fidelity account appeared after migration [Edited]

  aboxbaum 67 views 3 comments 0 points Most recent by Quicken Kristina November 8Download, Add/Update Accounts (Windows)
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  (***HELP MODS***) Account connection issue (another random error that just popped out of no where)

  Adience 77 views 5 comments 0 points Most recent by Quicken Kristina November 8Errors and Troubleshooting (Windows)
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  Fidelity non-qualified plan fund sales downloaded as withdrawals and missing info

  System 15 views 2 comments 0 points Most recent by Quicken Kristina November 8Download, Add/Update Accounts (Windows)
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  Fidelity NetBenefits transaction posted to Janus account

  System 16 views 2 comments 0 points Most recent by Quicken Kristina November 8Errors and Troubleshooting (Windows)
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  Fidelity Transactions Still Not Downloading

  rbridges01 570 views 19 comments 0 points Most recent by Woodsey November 8Download, Add/Update Accounts (Windows)
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  Why is a 'One-Time occurrence' Bill Reminder showing twice in planning?

  Answered BobbyP 18 views 1 comment 0 points Most recent by Quicken Anja November 8Budgeting and Planning Tools (Windows)
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  Multiple Exchange rates by Currency

  Reviewed tjbsands 25 views 1 comment 4 points Most recent by Chris_QPW November 8Product Enhancements
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  ONGOING! 11/8/25 Charles Schwab Bank - Web Connect bid Discontinued

  Quicken Kristina 618 views 2 comments 2 points Most recent by Quicken Kristina November 8Alerts, Online Banking & Known Product Issues
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  3

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  In budget screen we should be able to show full year on one screen

  Reviewed Dennis18@ 14 views 1 comment 3 points Most recent by Lloyd Young November 8Budget and Planning Tools
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  setting up accounts as problematic as ever

  crownpointdude 23 views 1 comment 0 points Most recent by Quicken Kristina November 7Download, Add/Update Accounts (Windows)
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  Mis-ordered splits in Scheduled Transactions

  DaveWhite71 370 views 27 comments 3 points Most recent by markus1957 November 7Registers & Transactions (Windows)
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  Schwab cc-800

  jtawil777 95 views 12 comments 0 points Most recent by Quicken Kristina November 7Download, Add/Update Accounts (Windows)
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  Wells Fargo Advisors won't download transations

  mhsherman461 125 views 12 comments 0 points Most recent by Quicken Kristina November 7Download, Add/Update Accounts (Windows)
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  Quicken/Fidelity Link wants to link existing Brokerage accounts as checking through online set up

  Dennis Nelson 164 views 8 comments 0 points Most recent by Quicken Kristina November 7Download, Add/Update Accounts (Windows)
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  Fidelity transactions not downloading (QWin)

  System 294 views 15 comments 0 points Most recent by Quicken Kristina November 7Download, Add/Update Accounts (Windows)
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  Fidelity Credit Card - Elan Financial (October 2025)

  WBajwa 21 views 1 comment 0 points Most recent by Quicken Anja November 7Download, Add/Update Accounts (Windows)
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  Auto entered transactions from months ago disappear

  rickdisney 28 views 3 comments 0 points Most recent by UKR November 7Errors and Troubleshooting (Windows)
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  Fidelity Personal Retirement Annuity transactions are not downloading.

  Joseph Kopchick 24 views 1 comment 0 points Most recent by Quicken Anja November 7Investing (Windows)
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  Merrill Lynch Investments does not update – NO ERROR CODE

  mvwabc 74 views 3 comments 0 points Most recent by Quicken Kristina November 7Errors and Troubleshooting (Windows)
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  Quicken Can't Connect To Bank Of Oklahoma

  retird 290 views 32 comments 0 points Most recent by retird November 7Errors and Troubleshooting (Windows)
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  Merrill Lynch Reinvestments

  GTmem 222 views 23 comments 0 points Most recent by SomebodyInGNV November 7Download, Add/Update Accounts (Windows)
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  Shop Your Way - Legacy Website Change

  Darrell L Childress 37 views 3 comments 0 points Most recent by psfales November 6Download, Add/Update Accounts (Windows)
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  Why isn't disabling "automatically categorize transactions" working?

  Answered Luba Fedus 18 views 1 comment 0 points Most recent by Quicken Alyssa November 6Registers & Transactions (Windows)
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  Checking and savings accounts wont sync with Mobile/Web

  Echocardiologist 141 views 10 comments 0 points Most recent by Quicken Alyssa November 6Errors and Troubleshooting (Quicken on the Web)