mattinglyco wrote:
Thanks for the response.
Unfortunately, Quicken 2016 does not seem to follow the above protocol.
My first choice after clicking on "New Account" is to select the type of account.
I select checking, then enter my institution (Fidelity), and then I am presented with two options: either Direct Connect or Manual.
Web Connect is listed as a separate option, but it is grayed out and I am not able to use it. Fidelity also tells me that I cannot use the Direct Connect option. The Manual Option without the ability to download does not seem worth the effort.
Interesting: The problem may be that Fidelity Investments recently chose to stop paying Intuit for Mac connectivity. They are still listed in the list in Quiken 2007 for Mac and I am able to establish a checking account using the "Manual" button. As recently as a 9/14/2015 support document confirms that if they are still on my list (as Updated) then they have connectivity:
[click on images to enlarge]
I went ahead and finalized the setup of a Fidelity Investments Mac checking account, but not actually having a Fidelity account, I cannot test it online:
Intuit caused quite a bit of confusion in the Quicken Mac community when they released an update for the generally loathed, stripped down product: Quicken Essentials for Mac as "Quicken 2015 for Mac" and not an upgrade of Quicken 2007 for Mac. It is my hope that Quicken 2016 for Mac is a return to a true upgrade of Quicken 2007 for Mac. I have been offered a 40% discount and will probably purchase it in December to test it out for myself.
Quicken 2007 for Mac has continued to be upgraded by Intuit for El Capitan compatibility and is still available from Intuit through their online support function for $15.
mattinglyco wrote:
Friends have suggested Mint or iBank so I am going to explore those.
Under your circumstances, I can understand your interest in these other products; good luck!