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My investments are not updating.

alcinap

Most of my investments are in American funds & they are not being updated. This problem has happened very frequently. How to resolve this.

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Accepted answers

Quicken_Tyka

Hello @alcinap

Thank you for the response and the additional details.

I would recommend signing out and signing back into the Quicken program. To do this, please follow the steps below.

Go to Edit > Preferences > Quicken ID & Cloud Accounts
Click sign in as a different user
Type "yes" to sign out
Sign back in using your existing Quicken ID

Once this has been completed, please attempt to update once more and let us know the results.

-Quicken Tyka

All comments

NotACPA

What do you mean by "American funds"? Are you not in the US? Or what?

Also, what Q Product are you running and what BUILD of that product? Do HELP, About Quicken for this info? Also, in that dialog, what's your "Membership Valid thru" date?

And when you click TOOLS, Security List ... do each of the securities have "Download Quotes" checked?

alcinap

Thank you for your response. My mutual funds are in fund family named "American Funds" (Like Fidelity etc). e.g. American Funds Growth & so on. I am using Quicken for windows 10, Version 32.12, Build 27.1.32.12.
I have been using Quicken since Dos system & am very familiar with updating my portfolio. One step update is not updating my portfolio values. My membership is valid for another 42 days. To answer your question yes, download quotes is checked.

Boatnmaniac

@alcinap - I am assuming you are referring to "American Funds", not "American funds". Please correct me if I am mistaken about this.

Assuming I am correct: Are you downloading from directly from Capital Group (the American Funds mutual fund company) or are they held at a brokerage? If so, which brokerage?

When your American Funds investments are not being updated are you getting an error code or error message?

Are you having any issues downloading updates for your other investments and are held at the same or a different brokerage?

The more information you can provide regarding the exact issue you are encountering the more it will help others to understand the issue and perhaps be able to offer a suggestion to resolve the issue.

alcinap

I am downloading directly. No error message. When I click one step update it goes thru as if it is updating but no values get updated. I have already mentioned I use windows 10 & other info like version & build & that I have 42 more days in my subscription. Please let me know which other information will help. I have closed the program & rebooted my computer but so far no change.

Quicken_Tyka

Hello @alcinap

Thank you for the response and the additional details.

I would recommend signing out and signing back into the Quicken program. To do this, please follow the steps below.

Go to Edit > Preferences > Quicken ID & Cloud Accounts
Click sign in as a different user
Type "yes" to sign out
Sign back in using your existing Quicken ID

Once this has been completed, please attempt to update once more and let us know the results.

-Quicken Tyka

alcinap

Thank you Quicken Tyka your solution worked.

drhodes

down loaded transtions aren't visible and i can't reconcile accounts

Chris_QPW

drhodes said:

down loaded transtions aren't visible and i can't reconcile accounts

You should start your own question and give as much details as you can, like the version of Quicken you are using, the financial institution, if it is an investment account or non investment account, and if you are using automatic transaction entry mode (where the transactions go directly into the register) or not.

Rick Brenner

https://community.quicken.com/discussion/comment/20177030#Comment_20177030

Hi, I tried this and it didn't work. My investments are not updating. This just started today, 7/19/24.

Quicken Anja

Hello @Rick Brenner,

Since this is an older post that was originally created back in May of 2021, it is less likely to receive an answer now.

I would suggest creating a new post for better visibility and to potentially receive responses from other users who may currently be experiencing the same problem. Doing so will also assist us with better tracking ability in the event that this issue may result in an escalation being required.

Please be sure to include a description of the issue, any error messages as well as the version of Quicken you have currently running (Help > About Quicken). The more information you are able to provide will help the Community to better understand and assist.

Thank you!