Known Issues

Discussion List

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  Fidelity Brokerage Cash Trans - Not downloading

  Closed JawsNY 121 views 2 comments -1 point Most recent by NotACPA December 2023Errors and Troubleshooting (Windows)
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  Brokerage accounts no longer showing register transactions

  Closed BethE 131 views 2 comments 0 points Most recent by BethE December 2023Download, Add/Update Accounts (Windows)
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  Merged: CC 501 Errors

  SBell 1 view 0 comments 0 points Most recent by SBell December 2023Errors and Troubleshooting (Windows)
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  Merged: CC-501

  gmason94 1 view 0 comments 0 points Most recent by gmason94 December 2023Errors and Troubleshooting (Windows)
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  Payee name cutoff

  Answered Closed Todd1968 141 views 1 comment 0 points Most recent by q_lurker December 2023Registers & Transactions (Windows)
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  401-k Fidelity: doubles the balance

  Answered Closed alex4747 631 views 6 comments 0 points Most recent by Chris_QPW December 2023Errors and Troubleshooting (Windows)
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  Archive NOT Working - DO NOT RELY ON IT!

  Closed Eman 101 views 1 comment 1 point Most recent by Chris_QPW December 2023Errors and Troubleshooting (Windows)
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  Merged: portfolio value report problem new

  hmorton71 11 views 0 comments 0 points Most recent by hmorton71 December 2023Reports (Windows)
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  Tip regarding brokerage accounts not present in the Add/Link screen when re-authorizing Fidelity

  Closed quick_luvr 131 views 1 comment 0 points Most recent by Quicken Jasmine December 2023Errors and Troubleshooting (Windows)