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Quicken Classic for Windows
Investing (Windows)
Downloading investment transactions into multiple Quicken data files
G. Scott Phillips
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?
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Accepted answers
BK
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
splasher
@G. Scott Phillips
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.
Boatnmaniac
I think the biggest risk for this is that some have reported switching from Simple tracking to Complete tracking changes securities prices to $1.00 each. This is not a problem for everyone but it has happened to some. The link in
@BK
's post above says what can be done to address this if this issue is present.
G. Scott Phillips
Thank you all so much!
All comments
BK
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
splasher
@G. Scott Phillips
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.
Boatnmaniac
I think the biggest risk for this is that some have reported switching from Simple tracking to Complete tracking changes securities prices to $1.00 each. This is not a problem for everyone but it has happened to some. The link in
@BK
's post above says what can be done to address this if this issue is present.
G. Scott Phillips
Thank you all so much!
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