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Constant errors in data downloading and analysis

Almost everyday, some account does not download correctly (credit card transactions, student loan data.) When I try to analyze my investment accounts, they do not all show up on Morningstar x-ray. On previous quicken versions in the past, I was easily able to track my investment accounts. Now, I cannot easily see my gains/losses or analyze my portfolio in different ways. I convinced my spouse that Quicken is the best, but now I feel like it is definitely NOT the best anymore. Are these issues fixable or should I just move to a new financial software program?

Comments

  • UKR
    UKR SuperUser ✭✭✭✭✭

    In case of transaction download problems

    Please provide more details.

    What version and release of Quicken are you using? Click Help / About Quicken (Mac: Quicken / About Quicken) to determine year/version and release.  You must be on the latest release (patch) level for your supported Quicken version. If you're missing patches, update your software first.
    What version of Windows or Mac OS are you using?
    What error codes, error messages, symptoms do you get?
    What bank(s) are you having issues with?
    What account types (checking, savings, etc.) are you having issues with?
    Does this problem occur when you run One Step Update from your desktop or when you initiate a download using the Quicken Mobile App or Quicken on the Web?
    What have you tried so far to resolve the issue?

    While we're trying to solve your transaction download issues here, in this discussion, please start a new separate discussion about your investment issues. Give us all the pertinent details there and someone will try to help you.
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