Fidelity Credit card is showing positive balance instead of the Negative balance (edited)
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I gave it a try and had to recategorize and set up recurring payment reminders again.
Left to [removed] and will ask for refund from this product.
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Is this still being worked on?
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@Coach Natalie the workaround is not working… the fidelity Visa card is replacing my Apple Card. It’s imported as Apple credit card.
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@Moe82, it sounds like Quicken Simplifi is identifying the Apple Card account as a manual account and is trying to link the new connection with Fidelity to that account instead of the existing Fidelity account. Is your Fidelity account "manual" in Quicken Simplifi? If so, you can just switch which manual account is being linked in the Add Account flow:
If the Fidelity account is not yet manual, our support article here goes over how to make it manual so it can be linked to the Fidelity Akoya bank option:
Let us know how it goes!
-Coach Natalie
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"Finicity" is not showing as a bank option. @Coach Natalie
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@RandomProfileName, the Finicity bank option for Fidelity is listed as "Fidelity Investments" and has a URL of akoya.com. Finicity is not a bank, it's an aggregator. Connecting to the Finicity option for Fidelity is outlined in our support article here:
I hope this helps!
-Coach Natalie
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still an issue and really makes me not want tonuse this app.
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@hold the mayo, have you tried the Finicity bank option for Fidelity to see how that works for you?
Let us know!
-Coach Natalie
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I get a permission error when I try to visit the link to the 6-25-24 post about Fidelity's reverse balances. I also can't find any link to that page when I search this community site; has the original discussion been removed?
Searching for "Fidelity Investment" when adding an account only offers me "fidelity.com" without any akoya link.
I have an $800 balance on Fidelity, which results in a $1,600 error in this financial software that I paid for, and the error has been ongoing for months. Any update?
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@Awoody87, thanks for posting on the topic!
The referenced Alert has been resolved and archived, which is why you can no longer access it. Here is a screenshot of the "resolved" note:
If you're trying to use the Finicity (aka "Akoya") option for Fidelity, it looks like they updated the URL that's displayed to fidelity.com, but it would be the only "Fidelity Investments" instance. You can tell it's on Finicity because you'll have to agree to their terms of use.
Let us know how this works for you!
-Coach Natalie
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Thank you! The Fidelity.com link did use Finicity, though with the same reversed balance. But using MyAccountAccess (the First USA Platinum Visa one) worked!
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The First USA Platinum Visa one worked for me as well. Now how do I solve the problem of duplicate transactions? The "new" credit card is not categorized to the old one so I can't simply delete all the transactions from that one. I thought about deleting this historic transaction history pulled in with the new card but the transaction dates are not the same so I'm afraid some will get missed or duplicate transactions with this as well. Any thoughts?
Thank you
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@bbaddley0192, thanks for posting!
Sadly, I don't have an elegant solution for you as far as identifying and deleting duplicate transactions. You'll most likely need to manually review the transactions and delete any duplicates.
However, based on your description, I'm wondering if you created a new account with the new connection instead of linking to the original account, which can also cause duplicates. To resolve this, you'd want to delete the new account, and then link the existing account to the new connection. To link the existing account to the new connection, you'd want to make the account manual:
- Make the original account manual by following the steps here.
- Once you see the account listed in the Manual Accounts section under Settings > Accounts, go back through the Add Account flow to connect to First USA Platinum Visa.
- Carefully link the account found to your existing Quicken Simplifi account by following the steps here.
I hope this helps!
-Coach Natalie
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@Coach Natalie, that seems to have worked. Thank you!
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