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Re: zzz-Fidelity Updates
What other functionality is diminished as a result of going with EWC+ and "simple investing"? Here is the warning message that is displayed when you switch from Complete to Simple mode. It …2 -
Re: zzz-Fidelity Updates
@Quicken Anja OSU is completing and reporting no new transactions, as expected. There should be new transactions in a few days, at the end of the month. Share prices for private securities are updati…1 -
Re: Quicken Deluxe Capabilities
Yes they can both give you an overall asset allocation based on your holdings, including for balanced funds, target retirement, etc. Caveats for both: Asset allocation data can be downloaded, but onl…1 -
Re: zzz-Fidelity Updates
What types of accounts are these? My Fidelity HSA and 529 accounts were also changed to "zzz-Fidelity - DC" in today's OSU. See this discussion about upcoming changes to Fidelity NetBe…1 -
Re: Broken math in Quicken Classic Deluxe Personal & Business?
Entering transactions in Quicken, even ones from years ago, does not normally "break the math," and you should not have to start any new accounts. To find this issue, I would start by looki…1
