Needed improvement in Quicken's link to Brokerage firms
Downloads from Fidelity Investments into Quicken for Windows that include option transactions frequently miss labels those transactions (for example it tells me I bought "expired put on. . ."such and such date. How does one buy an expired put?? In checking with Fidelity they told me that the translator software Quicken currently uses which I think they said is QualStock can't seem to translate properly the information coming into it from Fidelity so it generates spurious statements to describe the transactions. So we have to manually try to correct the account information in Quicken. A key to do this is to note that included in the spurious label is a multi-digit number that turns out to be the CUSIP number of the stock involved. You have to find out from Fidelity what the CUSIP number is of the stock involved and then you can correct the label in the account listing.