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Set up Direct Connect with American Century and now have a new "Add Shares" line
The connection added a new line to the register for the total shares in the account. This has now incorrectly doubled the shares in the account. The account is over 10 years old and has lots of transactions. The security name for the manually entered transactions is "American Century Investments Ultra® Fund Investor Class". The "Add Shares" came in as "Ultra Fund" with no way to change it but that wouldn't really matter because it is the total shares in the account. I can delete the "Add Shares" line to get the account back to the correct # of shares and value but the next connection download adds it back. Is there a way to fix this?
Quicken Mac Subscription • Quicken user since 1994
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