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couple of problems with investments

Southern Steve

2 pesky problems with investments that Quicken developers should fix:

1st, when copying and pasting a reconciled investment transaction, the pasted transaction is reconciled also. This is not the case with banking transactions - the reconciled flag is off. I prefer the banking behavior. Compounding the problem, one cannot alter the reconciled flag with investment transactions like with banking transactions (where I can choose "Uncleared", "Cleared", or "Reconciled"), so I cannot just remove the flag. Please add the banking-like behavior to the investment transactions. I use the copy/paste to do new similar investment transactions, so this is a nuisance for me.

2nd, when coming back from the online update for investments, I get the line:
15 of 17 quotes and investing headlines updated. See a report.
The report always shows Citigroup (C) and AT&T (T) as flagged for "No new quotes or investing headlines were downloaded for the securities below.". The program lists 4 reasons why this can occur, but they do not apply to both C and T. This has been going on for years in my Quicken program. I've tried various ways to fix this, and none are successful.

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Comments

q_lurker

#2: Has been a problem for several years. The program does not point to the actual securities that are missing their quotes.

For some further ideas, see discussions and my comments here:
https://getsatisfaction.com/quickencommunity/topics/no-new-quotes-or-investing-headlines-were-downlo...
and here:
https://getsatisfaction.com/quickencommunity/topics/-no-new-quotes-or-investing-headlines
and here (for example):
https://getsatisfaction.com/quickencommunity/topics/report-shows-nothing-when-313-of-431-quotes-upda...

Southern Steve

Thanks for the reply. I know it's been a while, but it also was a potentially long project finding the problem, so I put it off. I finally was able to get back to this annoying problem.

Here's how I solved the problem of the quotes:

I copied the quicken data file into another name (let's call it PLAY) and ran quicken on the PLAY file. That's because I'll be playing fast & loose on clicking which stocks should be downloaded and I didn't want to have to remember how to restore them once I was done.
On the new Quicken data file, I first counted the number of quotes that couldn't be found, and ignored the particular ones reported.
Then, I pulled up the security list from Investing tab. The securities that don't have a Download Quote or Watch List tick mark are not the problem. Then, I unchecked a couple of letter groups, like A-B at a time, and redid the update. If the number of missing quotes was not reduced, I then went to C-D, etc. When I got 1 or more hits, I know that letter group was at play, and I did a binary search looking for the culprit, by turning on several quotes at a time and looking for a change in the Update result. This method is fairly quick.
I then went back to my real Quicken data file and un-clicked the marks on the erroneous quotes, and did a final Update to verify the changes. Actually, I also hid the stocks because they both had merged with other stocks and were now obsolete.
Lastly, I deleted the PLAY data set.