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Re: How to update my banks login username in Quicken Windows?
If you have not already done so, I suggest that you enter and save the dollar amount of the Opening Balance transaction into the Memo field. Do this for each of the accounts. (This is not necessary t…1 -
Re: How to update my banks login username in Quicken Windows?
https://community.quicken.com/discussion/comment/20490201#Comment_20490201 These are 2 different things so yes it makes a difference. The Deactivate button toward the top of the Online Services tab i…1 -
Re: Fidelity fund disappeared
If Fidelity Government Cash Reserves (FDRXX) is your designated Core Position (also called Core Account or Core Fund) then your account in Quicken should not have any holdings of it. Fidelity's …1 -
Re: Shares "Removed" from account are reported as missing, i.e., a negative holding
Fidelity generally downloads the value of the MMFs that are used as Core Accounts (the Settlement Fund) as Cash, not as Shares, even though in the online account they will show the shares held on the…1 -
Re: Tax Planner wrongly including foreign amounts in Project Amounts
https://community.quicken.com/discussion/comment/20489608#Comment_20489608 Yes, perhaps, Quicken Inc. might decide to somehow entirely exclude foreign currency accounts from Tax Planner but that migh…1
