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Re: Struggling to get brokerage account added - placeholder discrepancies..??
Hello @Andrew Angell, Thank you for reaching out! In the video, it looked like you still had the placeholders and automatic adjustments in your register from when you first connected the account. Hav…1 -
Re: One Step Update Not available for Care Credit
Hello @rleifield, Thank you for reaching out! You should be able to find the connection option by navigating to Tools>Add Account and searching for CareCredit, then following the prompts. If that …1 -
UPDATED 2/3/26 UBS Financial Services Inc OFX Error 292
We are seeing that there is an OFX error 292 with UBS Financial Services Inc. If you are encountering this error, please reach out to Quicken Support for assistance. This has been escalated internall…1 -
Re: Fidelity Securities Mismatch FZFXX Treasury MMF
Thank you for your replies, I suspect that the reason for the discrepancy is because Quicken is seeing FZFXX as cash, while Fidelity is reporting it as shares. If Fidelity is correct, and it should b…1 -
Re: Fidelity Securities Mismatch FZFXX Treasury MMF
Thank you for your replies, Before changing the setting, it's a good idea to backup your Quicken file. Then, you would want to select the option that best fits the issue. Your earlier posts indi…1