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when entering downloaded transaction into investment accnts Quicken is not advancing to the next one

hoffmtj

When entering downloaded transactions into an investment account Quicken is not advancing to the next one . You have to manually advance to the next transaction. Ii just started doing this in the last month or so. I'm on the latest version and also just did a mondo update to try and fix the issue with no luck.

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Accepted answers

Quicken_Tyka

Hello @hoffmtj

Thank you for taking the time to visit the Community report on this issue, although I apologize that you haven't received a response.

If you haven't already, please take a moment to review the discussion available here.

Does the describe the issue you are experiencing or does your issue differ?

Please let me know!

-Quicken Tyka

All comments

Mark1104

can you please clarify what you mean it is not advancing to the next one? can you be more specific?

hoffmtj

OK say there are 3 transactions for an investment account. You click on save for the first one and it used to advance to the next transaction. Now it just stays on the first transaction that I already clicked save and if I click again it saves it again and you end up with two entries for the same transaction. You have to manually click on the second transaction and than save it and so on to the third one.

hoffmtj

I like to save each transaction separately instead of clicking save all because Quicken doesn't always handle certain transactions like option trades correctly.

Sherlock

Instead of using the Accept button on the individual downloaded transaction, I suggest you use the Accept button at the very bottom of the Downloaded Transactions tab or use the Enter button in the register.

hoffmtj

I am using the Accept button at the bottom of the downloaded Transaction Tab.

Quicken_Tyka

hoffmtj

I will check this next time I have more than one transaction to accept, but it doesn't appear to make a difference which accept button you use. It still does not advance to the next transaction in the list after you accept a transaction and it allows the transaction to be entered twice or more if you click accept without manually clicking on the next transaction to highlight it.

jdecorpo

I have the same problem and in my case it appears specific to vanguard transactions