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Quicken R64.25 is not getting correct Cash Balance for Fidelity accounts w/ EWC+
Using EWC+ on a test datafile with Quicken R64.25. When selecting Update Cash Balance, Quicken states the cash balance coming from Fidelity is $0.00. If this is actually the case, Quicken needs to wo…1 -
Re: zzz-Fidelity Updates
@Quicken Kristina After updating from R62.16 to R64.25, there is no Cash Representation option nor is there any Reset Money option for any of the Fidelity accounts. Contrary to the recent update stat…1 -
Re: Quicken R64.25 is not getting correct Cash Balance for Fidelity accounts w/ EWC+
@Quicken Kristina Regarding "To help look into this further, please provide more information. What separate security is the cash balance showing in?" My online Fidelity website accounts hav…2 -
Re: zzz-Fidelity Updates
https://community.quicken.com/discussion/comment/20509573#Comment_20509573 I was hoping that when I upgraded Quicken to R64.25 from R62.16, there would be an option in the accounts to select Cash Rep…1 -
Re: zzz-Fidelity Updates
None of my 6 Fidelity accounts, which are Individual and regular IRA and Roth IRA accounts, show the Cash Representation option after updating to R64.25 from R62.16.1
