Accounts with Fidelity showing incorrect balances and transactions after update

jwfly35
jwfly35 Member

This morning quicken forced me thru an updated connection with fidelity and now my balances and transactions are incorrect … badly incorrect …

Comments

  • SRC54
    SRC54 Superuser ✭✭✭✭✭
    edited July 30

    Same thing happened to me, but it was Quicken Classic, not Simplifi. I ended up restoring a backup and doing it again. The second time was better but online balance is wrong.

    Edit: 2nd download fixed it.

    Here is the link to the Quicken Classic Community:

    https://community.quicken.com

    One thing you might do if you haven't reconciled is sort by cleared and see if you can delete all the duplicates that got downloaded. Good luck.

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    Also: MS Money (1991-2009) and Dollars & Sense (1987-1991)

  • Coach Jon
    Coach Jon Moderator admin

    Hello @jwfly35,

    Thanks for reaching out! It looks like you are contacting us as a Quicken Classic user. This is the Quicken Simplifi community. As @SRC54 mentioned, you can reach the Quicken Classic community here: https://community.quicken.com/

    -Coach Jon

This discussion has been closed.