Investing Account Issues - Incorrectly downloaded transaction and unable to change account detail se
perfect. I can transfer money from my checking account into the 529 account, and
then I can purchase securities with the cash. Transactions get
downloaded and it all works great.
For two of the accounts, it doesn't work. I
transfer money from my checking account into the 529 account, and it goes
directly into the purchased securities that it downloaded (set up to use cash
from my checking account, not the 529 account - I don't like this). Cash
doesn't show up in the account and I can't change the setting to use the cash
from the account (the option is grayed out). So I have a transfer out of
funds in my checking account, but I have no corresponding transfer in of funds
to my 529 account. Also, quicken downloaded the wrong transaction
information (security, shares, price per share, etc) and the actual security is
grayed out so I'm unable to change it. I was hoping to re-set the account
somehow to fix it, so I went to Account Details, but I'm unable to access
"online services" or "display options". I get an
error message that says "name already in use" (no error number) when
I try and click them.
Any suggestions on how to fix the
problem? There are only 4-5 entries in each 529 plan, so deleting and
starting over isn't out of the question, but I'd like to try and solve the
I'm using Quicken Deluxe 2015 for Windows.