How do you download stock transactions?

How do I download stock transactions shown in my brokerage history to Quicken? Only some of the data was downloaded when I created my files.

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Answers

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Assuming that your account has been set up in Quicken for online access, normally you would click on the circular arrow at the top left of your screen to do a One-Step Update. You should see your brokerage account listed in the accounts to update. Make sure it is checked to select it for updating. 

    If this is not what you are seeing or if you get error messages, please post back with details for more assistance.
    QWin Premier subscription
  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
    By "only some of the data was downloaded", do you mean only recent data was downloaded and older data was not downloaded?
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • mshiggins said:
    By "only some of the data was downloaded", do you mean only recent data was downloaded and older data was not downloaded?
    That is correct.
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