Windows

Discussion List

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  Fidelity Donor Advised Fund and Quicken

  Closed gsquaredmarg 115 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Accounts Transaction Downloading Has Once Again Stopped Working

  Closed Jean-Marie 100 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Reauthorizing Fidelity accounts caused a duplicate account and other issues

  Closed System 62 views 6 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Capital Gains report from account register

  Reviewed davidmarketing 64 views 4 comments 1 point Most recent by Jim_Harman October 2025Reports
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  Status Request on "Subcategories: Hide All does not work" - Ticket CTP-13045

  Closed pablomiller 53 views 3 comments 0 points Most recent by Quicken Kristina October 2025Reports (Windows)
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  Disable Quicken From Grabbing Paid Bills for BofA

  Answered Closed SpiritedUsual 53 views 5 comments 0 points Most recent by Quicken Alyssa October 2025Paying Bills, Online Billers & Reminders (Windows)
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  cannot enter in "Bills Income & Transfers"

  Closed Adience 78 views 6 comments 0 points Most recent by Quicken Alyssa October 2025Paying Bills, Online Billers & Reminders (Windows)
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  Fidelity Accounts Not Updating

  Closed System 95 views 6 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Quick Pay: Puget Sound Energy: "Could not initiate payment on biller website via Service Provider."

  Closed rxyquicka 79 views 5 comments 0 points Most recent by Quicken Alyssa October 2025Paying Bills, Online Billers & Reminders (Windows)
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  I now get this error message

  Answered Closed Susan Brasel 41 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Can't add Web connect express to a Bank of America account?

  Closed rclaire 542 views 7 comments 1 point Most recent by Boatnmaniac October 2025Download, Add/Update Accounts (Windows)
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  Memorized payees & auto categorizing by accounts

  Closed rush1967 27 views 3 comments 0 points Most recent by Jim_Harman October 2025Errors and Troubleshooting (Windows)
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  Tried to set up CD account, but not seeing it in Accounts List

  Closed System 24 views 3 comments 0 points Most recent by NotACPA October 2025Download, Add/Update Accounts (Windows)
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  Errors with updating Fidelity Accounts CC-800

  Answered Closed mtownsend 66 views 2 comments 0 points Most recent by Boatnmaniac October 2025Download, Add/Update Accounts (Windows)
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  Bank Transfers <-> Blank Payees in Dashboards

  Answered Closed bembolado 33 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Reports (Windows)
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  Grossly Incorrect Account Values When Downloading Fidelity HSA

  Answered Closed clh8712 22 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  any resolution for Banco Popular or puerto rico Sync Issues?

  Answered Closed JCVCMDCSP 22 views 1 comment 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
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  What Happened to QuickPay?

  Closed Steve1939 23 views 1 comment 0 points Most recent by Quicken Kristina October 2025Paying Bills, Online Billers & Reminders (Windows)
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  Unresponsive Programmers

  Closed philhooper 121 views 4 comments -1 point Most recent by Chris_QPW October 2025Errors and Troubleshooting (Windows)
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  Downloaded transaction errors after Fidelity reauthorize

  Closed John McCoy 84 views 4 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Have "Report A Problem" function provide a tracking number

  Reviewed leishirsute 67 views 7 comments 6 points Most recent by leishirsute October 2025Display/UI
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  Transaction download issues

  Answered Closed Tb0 13 views 1 comment 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Windows)
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  Option Prices Not Updating/downloading

  Closed BRETTB 146 views 10 comments 0 points Most recent by BRETTB October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Options - Short Sales and Covered SHorts

  Closed rbridges01 30 views 2 comments 0 points Most recent by Warhawk October 2025Download, Add/Update Accounts (Windows)
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  Merged: Fidelity not handling 401(k) rebalancing transactions properly

  Closed BrittMayo 31 views 0 comments 1 point Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Merged: Fidelity NetBenefit Non-Public Traded Funds Share Price Updates Not Downloading

  Closed Ducati 71 views 0 comments 1 point Most recent by EvDob October 2025Download, Add/Update Accounts (Windows)
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  Fidelity EWC+ does not seem to add accounts that have linked cash accounts

  Closed leishirsute 55 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Validation errors too vague to act on

  Closed System 11 views 2 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
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  New Fidelity Connection - Incorrect # of Shares/Missing Investment Accounts [WIN]

  Closed Marilyn Heidenfelder 5.7K views 120 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Called bonds remain in Maturity Dates Report

  Reviewed Thirty_Year_User 97 views 8 comments 5 points Most recent by NotACPA October 2025Reports