Quicken Janean mod

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  • Kusumpee

    Hello, I am responding to your recent list of Fidelity download issues. I use Quicken Classic for Mac, but I suspect the issue I have is also a Windows issue.

    It concerns the download of foreign stock tax payments and ADR fees that are being classified as a cash "Payment" Type and therefore not able to be associated with any stock. These should be downloaded as "Miscellaneous Expense" and then it can be associated with a particular security and categorized (such as Other Taxes or ADR fees). Fidelity shows these fees labeled correctly within their account activity and I note that this data is being passed in the Quicken download (see attached).

    Is this something that should be included in the 05/06/26 list of Fidelity updates?

    Thanks for your time.

    May 15
  • Quicken Janean
    Quicken Janean was promoted to Moderator.
    May 7
  • Quicken Janean
    Thanks for sticking with us for 4 years.
    March 30