Windows

Discussion List

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  Fidelity Money Market Mismatch Message after EWC+

  Closed Bione 71 views 5 comments 0 points Most recent by Chris_QPW October 2025Investing (Windows)
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  The Payee on a reinvested dividends is incorrect

  Answered Closed HLT 73 views 6 comments 0 points Most recent by Jim_Harman October 2025Reports (Windows)
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  Missing transactions in Fidelity IRA and brokerage accounts (QWin)

  Closed System 31 views 2 comments 0 points Most recent by Quicken Kristina October 2025Investing (Windows)
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  Quicken downloads from Nordstrom failing with cc-601 error

  Closed AbeK 61 views 5 comments 0 points Most recent by gevalt October 2025Download, Add/Update Accounts (Windows)
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  Online Backup Issues

  Closed System 22 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
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  Whenever I customized a saved report with "no cents", the "cents' option reappear.

  Answered Closed Victor60 32 views 2 comments 0 points Most recent by Quicken Kristina October 2025Reports (Windows)
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  Web Connect missing some USAA transactions.

  Closed A Hill 11 views 2 comments 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Windows)
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  USAA and Fidelity no longer work to download transactions in Quicken Classic

  Closed swansonwj 32 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
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  Wells Fargo CC accounts not updating

  Closed GlennD 22 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
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  How do I eliminate recurring popup, "Is this transaction a payment of taxes for tax year 2024"?

  Answered Closed Mark Adams 11 views 1 comment 0 points Most recent by Richard Schreyer October 2025Registers & Transactions (Windows)
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  Having trouble syncing 3 Fidelity accounts with Quicken

  Closed System 122 views 4 comments 0 points Most recent by Movie Nut October 2025Download, Add/Update Accounts (Windows)
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  Why am I getting this message when automatically converting to the new Fidelity connection method?

  Answered Closed Bhopl 61 views 2 comments 0 points Most recent by JimB54 October 2025Download, Add/Update Accounts (Windows)
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  where are the registers for investment accounts?

  Answered Closed Corky4 22 views 2 comments 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Windows)
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  Fidelity Changes to your connected services in Quicken

  Closed Ethan1991 502 views 4 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Budgeting by fiscal year instead of calendar year

  Answered Closed David Viking 64 views 8 comments 0 points Most recent by Quicken Kristina October 2025Budgeting and Planning Tools (Windows)
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  Investments Online Banking Windows BofA Unable To Verify Financial Institution

  Closed briancmetcalf 221 views 7 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  This is functionality that existed 20 years ago... manual bill pay.

  Closed kelly1171 31 views 2 comments 1 point Most recent by Quicken Kristina October 2025Paying Bills, Online Billers & Reminders (Windows)
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  Chase Visa transactions stopped downloading for 1 card only

  Closed rhinodad 31 views 4 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
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  Missing Schwab transactions

  Closed KenJ29 11 views 1 comment 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  Need a configurable option to treat an account's Settlement fund as cash

  Reviewed ChicagoGuy 12 views 0 comments 2 points Started by ChicagoGuy October 2025 Manage Accounts and Transactions
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  R 64.19: improved portfolio x-ray not working

  Answered Closed tanapoli 672 views 33 comments 0 points Most recent by Jim_Harman October 2025Investing (Windows)
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  Express Web Connect + hanging up during account connection

  Closed wwallyz 53 views 4 comments 0 points Most recent by wwallyz October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Price History for US Treasuries Doesn't update

  Closed HCJoe 112 views 8 comments 1 point Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Why am I seeing duplicate entries from Fidelity?

  Answered Closed jah47Ed 247 views 10 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Investment Update Incorrect beginning 8/28/25

  Answered Closed Nozgroup 243 views 9 comments 1 point Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
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  EWC+ Transfers from Merrill Lynch Investments to BOA Not Downloading

  Closed Dan13 42 views 5 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  How to compare an account from 2 backup?

  Closed mikek753b 123 views 7 comments 0 points Most recent by Randyg October 2025File Conversion and Backup (Windows)
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  NetXInvestor rejecting request when attempting to update account OL-301-A

  Closed jr_ece 284 views 12 comments 0 points Most recent by bcsteves October 2025Errors and Troubleshooting (Windows)
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  Reconnecting Billers requires you to agree to have bills no longer sent in the mail

  Closed Walford 133 views 4 comments 1 point Most recent by sunset733 October 2025Paying Bills, Online Billers & Reminders (Windows)
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  Bill Reminder Issue with Split Categories

  Closed Gringgo 547 views 27 comments 0 points Most recent by Quicken Kristina October 2025Paying Bills, Online Billers & Reminders (Windows)