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Re: Fidelity HSA transactions still not downloading (Ticket 1999090)
@Quicken Alyssa My HSA accounts have very little activity, but after converting to EWC+ on 9/27 I did have some dividends that downloaded correctly between 9/30 and 10/3. So like @bmbass EWC+ was wor…1 -
Re: Quicken Is and Has Been Extremely Slow [Edited]
The first thing I would do would be to put your working file in a path that does not include OneDrive. It is OK to store backups in a directory that is controlled by OneDrive, but storing working fil…2 -
Re: How do I record Required Minimum Distribution taken from Investment account
To summarize a good way to record taxable distributions from an IRA, please see the following instructions: It can be tricky to record distributions such as RMDs from a tax deferred account to a taxa…1 -
Re: A step closer to treating sweep account as cash for Vanguard?
@Geobrick I corrected your SPAXX references for Vanguard accounts to VMFXX.1 -
Re: Fidelity download issue with HSA account
@Robin My experience was that Fidelity HSA accounts worked flawlessly with Direct connect and as I said above they downloaded transactions via EWC+ for a short time after the EWC+ conversion, then st…3
