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Re: Can't add Fidelity Cash Management Accounts

Thanks for reaching out! Are you receiving a specific error when trying to add these accounts, or do they just not appear in the list of accounts available to add within the account discovery window in Quicken Simplifi? How long ago were these accounts opened? I have seen in the past that it can take some time if the accounts have just been opened. Let us know!

-Coach Jon

Coach Jon

1

Re: Remember Expanded/Collapsed Settings, Make Layout Changes Permanent (edited)

Perhaps this is one of those "a picture is worth a thousand words" moments. Being able to select and have QS remember my selection would allow me to open QS…

…to this…

…compared to this.

Or any combination of what is seen in the Accounts list as desired by the individual user.

DannyB

1

Re: Don't need badges (edited)

I also thought Clippy was kind of cute. I also disabled achievement notifications and put the widget at the bottom of my screen.

UrsulaA

2

Re: Independence Day Trivia!

@Coach Natalie Well, it helps to be a retired American history teacher. I am sort of surprised that hamburgers haven't supplanted hot dogs. I'll try to remember 1777 for the fireworks.

John Adams' last words were purported to be "Jefferson still lives", but TJ had died a few hours earlier at Monticello.

SRC54

2

Re: What is the correct accounting & category for sweep in after stock sale and dividends

Thanks @DryHeat - I think that means that my "payment/deposit" transaction lines should be "buy" actions for the Money Market Fund.

Thomas R

1

Re: What is the correct accounting & category for sweep in after stock sale and dividends

I'm not sure I fully understand your question, so my comments should be taken with a grain of salt. I can only tell you how these transactions show up in my register.

I have some fund holding where dividend income stays in the cash account. So there is only one transaction:

Action is "Income Dividend," Security/Payee is the name of the fund, and Description/Category is some form of friendly name for the fund.

I have other fund holdings where dividend income is immediately applied to purchase more of the same fund. In that case there are two transactions:

The first one is exactly as described above.
For the second one, Action is "Buy," Security/Payee is the name of the fund, and Description/Category is a text description of the number of shares purchased and the share price.

The second transaction represents the purchase of shares with the dividend, which shares then become part of the Portfolio. I don't know if that is what is happening in your case.

DryHeat

2

Re: Independence Day Trivia!

Here are the trivia answers!

The Fourth of July commemorates which document? The Declaration of Independence
How many stars and stripes does the U.S. flag have? 50 stars and 13 stripes
Every July 4th, what food is most commonly consumed? Hot dogs
Who gave the Statue of Liberty to the United States? The people of France
What is the name of the national anthem of the United States of America? "The Star-Spangled Banner"
On the Declaration of Independence, who had the largest signature? John Hancock
Which two presidents of the United States died on July 4th of the same year? John Adams and Thomas Jefferson both died on July 4, 1826
In what year were fireworks first used to celebrate the Fourth of July? 1777
During World War II, where was the Declaration of Independence stored? Fort Knox
Where is the Liberty Bell currently located? Philadelphia