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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 -
Re: Apple Email: "You requested your purchase details" when downloading AmEx account from Quicken
@Quicken Kristina said Thank you for letting us know you're seeing this message also. Is the payment made using an American Express card or a different payment method? Yes, the payment is for iC…1 -
Re: "Securities Value" does not match "Market Value" by 40%... What to look for ?
Do you have overdue Reminders for this account? Oddly, overdue Reminders in investing accounts are included in some places in Quicken but not others. Also future dated transactions or hidden Placehol…1 -
Re: Quicken is incorrectly treating Fidelity cap gains as dividends for non-IRA account
I see the same issue with Long and Short term Capital Gains distributions in all account types at Vanguard. The workaround is to accept the downloaded transactions and then edit them to be CGLong, CG…1
