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Re: Bank connection issues: Citibank
Thank you for the update @BK, I added that information to the CTP. Hopefully it will help our teams track down the issue. Thank you!1 -
Re: Wrong Saved Reports
Hello @Prairie Primrose, Thank you for sharing your experience. To help troubleshoot this issue, please provide more information. Does this issue happen every time you create a saved report, or was t…1 -
Re: zzz-Fidelity Updates
Hello All, I am closing this discussion because it is overly long and has multiple issues mixed together, which can make it difficult to follow. If you are having issues with Fidelity accounts in you…1 -
Re: Fidelity Migration in Quicken Classic
Thank you for the follow-up, We have not yet been given a solid date when it will be mandatory for everyone, but it appears that some users have already been forced to migrate to Express Web Connect+…1 -
10/13/25 No Transactions for Fidelity HSA Accounts
There is an ongoing issue with Fidelity HSA accounts. Due to the way Fidelity sends the data, transaction information and cash balances are not sent to Quicken. As a result: Transactions will not dow…3