Quicken Janean admin

Re: "RESOLVED 3/6/26: US Bank - Brokerage Downloads Temporarily Unavailable"

I called US Bank and this issue is not resolved. Can you please update the alert?

Question on the 2/20/26 resolution of "Fidelity Core Cash Transactions Downloading as Cover Short Sale (CvrShrt)”… If the Online Services tab in Account Details has the "Treat this Money Market as cash" option already set on for SPAXX and FDRXX, then is it necessary to also set the “Never interpret downloaded money market funds as cash" option in Edit > Preferences > Downloaded Transactions in order to eliminate CvrShrt transaction downloads? Or, is it OK to leave that option's checkbox unchecked? I posed this question under "Did Quicken change how Fidelity tracks cash in core accounts?", but never got an answer. [BSJ]

Hello Janean, I appreciate the updates. I love that they fixed the duplicate entry problem in my Fidelity accounts. But, there needs to be a way to have Quicken ask the user what account to match the transactions to. Meaning, I have already set up my accounts with selected names. When Quicken downloads transactions they show in different named accounts which will show as new accounts. I'm not sure how to get this corrected. Maybe I should try to rename my accounts to the names showing in the downloads?

I have been a loyal user of Quicken for over 30 years. I use it to track virtually everything about my finances. Every transaction. There is no software package I rely on more than Quicken. But lately, I have been very frustrated. Nearly all of my money is with Fidelity Investments, and your interface with Fidelity is not working properly. As a result, I constantly have to go in and manually fix the things that Quicken and Fidelity should be updating automatically. This is especially true with the CASH balance (i.e. Fidelity Cash Reserves).

PLEASE FIX THIS PROBLEM!