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Downloading investment transactions into multiple Quicken data files

I recently created a second data file in which I have just my three investment accounts. Until very recently, I was able to download new transactions into both data files. Now, however, after I download the transactions into my primary data file, the transactions won't download into my new/second data file. Has something changed recently that is preventing this? Is there a setting that I can change to allow for the downloading of transactions into multiple data files?

Best Answers

  • BK
    BK Member ✭✭✭✭
    edited November 2020 Accepted Answer
    I helps to know what version you are on since recently some changes were made in R30.9 that affected some users - which might be your case as well.  Simple vs. Complete investment tracking method.  Check your settings in that account and/or in the preferences.
    Edit: And here is a link to a very recent long discussion on this, in case you are interested: https://community.quicken.com/discussion/7883381/how-do-i-get-to-the-transactions-ledger-on-version-r30-09
    - Q Win Deluxe user since 2010, US Subs R32.12
    - I don't use Sync, Cloud, Mobile, Web, Bill Pay/Mgr, Tax
    - Techie, Win10 Pro x64 20H2
  • splasher
    splasher SuperUser ✭✭✭✭
    Accepted Answer
    I have two data files just like your describe.  The update to R30.9 changed the second data file (I don't check it every day since it is a test file) from Complete to Simple as shown by @BK .  Changing the accounts back to Complete resolved the issue and the second file downloaded and updated as expected.
    -splasher  using Q since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
    -Questions? Check out the  Quicken Windows FAQ list
  • G. Scott Phillips
    G. Scott Phillips Member ✭✭
    edited November 2020 Accepted Answer
    Thank you all so much!

Answers

  • BK
    BK Member ✭✭✭✭
    edited November 2020 Accepted Answer
    I helps to know what version you are on since recently some changes were made in R30.9 that affected some users - which might be your case as well.  Simple vs. Complete investment tracking method.  Check your settings in that account and/or in the preferences.
    Edit: And here is a link to a very recent long discussion on this, in case you are interested: https://community.quicken.com/discussion/7883381/how-do-i-get-to-the-transactions-ledger-on-version-r30-09
    - Q Win Deluxe user since 2010, US Subs R32.12
    - I don't use Sync, Cloud, Mobile, Web, Bill Pay/Mgr, Tax
    - Techie, Win10 Pro x64 20H2
  • splasher
    splasher SuperUser ✭✭✭✭
    Accepted Answer
    I have two data files just like your describe.  The update to R30.9 changed the second data file (I don't check it every day since it is a test file) from Complete to Simple as shown by @BK .  Changing the accounts back to Complete resolved the issue and the second file downloaded and updated as expected.
    -splasher  using Q since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
    -Questions? Check out the  Quicken Windows FAQ list
  • G. Scott Phillips
    G. Scott Phillips Member ✭✭
    edited November 2020 Accepted Answer
    Thank you all so much!
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