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Re: Reconciliation Question
I have my Quicken folder automatically backed up every morning. Your method is easier. As the reconciliation issue is within a month of the previous "good" reconciliation, you can find it b…1 -
Re: My list of broken Fidelity EWC+ functions
In the screenshot, SWGXX is used as the cash equivalent (sweep fund). All buy/sell transactions should be ignored and only their dividends added to the account. I have to delete each buy/sell or the …1 -
Re: Continuing issues with Quicken /Fidelity in reporting shares of Money Market FDRXX and Cash
I have Quicken Business & Personal version R65.17, build 27.1.65.17 with 3 data files started in 2010, 2023, and 2025. Each has the same investment accounts; 3 at Fidelity and 2 at Schwab. I post…1 -
Re: Continuing issues with Quicken /Fidelity in reporting shares of Money Market FDRXX and Cash
I have Quicken Business & Personal version 27.1.65.17 with 43 data files started in 2010, 2023, and 2025. Each has the same investment accounts; 3 at Fidelity and 2 at Schwab. Fidelity uses FCASH…1 -
Re: Bank connection issues: Citibank
I have 3 data files. All have Citibank institutions and 2 also Costco and American Airlines with separate Citi Cards. After updating to R64.35, each data file reported Connection Issues. It continues…2
