Do you use invoicing for your small business? We want your feedback! Learn More
After downloading transactions from my Fidelity brokerage account, Quicken does not match properly
After downloading, Quicken asks if downloaded transactions match existing entries and suggests matches. The suggested matches for option trades (Calls and Puts) are almost always in error. Suggested matches do not recognize a Call from a Put, labels the transaction as "Expired Call" or "Expired Put", when they are not expired, and does not match the strike price. Also does not match the expiration date of the transaction. This requires me to manually search for the right match. You can do better by instructing Quicken to screen the transaction and correct the errors described above.