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How do you download stock transactions?

Confussed

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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Accepted answers

NotACPA

ANY download, originated from within Q, normally only contains the last 30-90 days of transactions. That's true across virtually all of the banks/cards/brokers/etc ... and it's THEIR decision. Not Quicken's.

IF your brokerage permits it, you might see if this helps you get older transactions: https://community.quicken.com/discussion/7160091/faq-download-old-transactions

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Jim_Harman

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.

mshiggins

By "only some of the data was downloaded", do you mean only recent data was downloaded and older data was not downloaded?

Confussed

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.

NotACPA

IF your brokerage permits it, you might see if this helps you get older transactions: https://community.quicken.com/discussion/7160091/faq-download-old-transactions