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Investment download error

Daniel Borowicz
Daniel Borowicz Member ✭✭
edited September 2018 in Investing (Windows)
I download my 401k data from my employer.  It seems one of the funds is doubled in size. When I look at the transactions I can see many are duplicated.  Any idea on how to fix this?  Should I delete the account and let Quicken load the data again?  The other funds in the 401k seem to be ok. Thanks  I have deluxe 2016 windows 10
Quicken 2016 Deluxe R19.5, Windows 10

Comments

  • UKR
    UKR SuperUser ✭✭✭✭✭
    edited September 2018
    Deleting an account with all its transactions, especially when transfer transactions like the paycheck transfer of your contribution are involved, is only going to make matters worse. I advise against it.

    Fix the existing problems by reconciling your investment account with the statements from the brokerage.
    After that observe the results of the next transaction download. If you still have duplicated transactions being downloaded, report the issue to Quicken Support so that someone can review the downloaded data and recommend a course of action.

    To
    contact Quicken Support, please use this link only:  http://www.quicken.com/contact-support


    Select the 24x7 Chat option or use the phone number provided on the webpage to
    call Support during posted business hours.

    Other links or phone numbers found elsewhere on the Internet may not be from
    Quicken or may not be up-to-date. Use those at your own risk.
     

    Do be sure to have (or create) a backup of your Quicken data file before you get started working on this. If the hole you're in is only getting deeper, at least you have a known point in time that you can fall back to by restoring the data file from the backup.
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