Investment download problem

when I download my investment info, Quicken updates prices but not changes in the number of shares of stocks etc. What can I do - besides entering manually


  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    Quicken changes the number of shares of stock based on downloaded transactions provided by the financial institutions.  Are you saying that the transactions in the Account are not downloading, or that the transactions are downloading but, somehow, not being registered in Quicken's calculation of the number of shares you own?
  • rickcc
    rickcc Member
    The transactions are partially downloading - only the cash involved in a sale or purchase is shown in the register. I have the downloads set to complete - is there another setting I am missing?
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Does the Downloaded Transactions tab appear at the bottom of the register?
    If not you might have automatic transaction entry mode on, and there are bugs in that mode for investment accounts for some kinds of transactions.
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website:
  • rickcc
    rickcc Member
    Yes, the downloaded tab is at the bottom of the register. The settings also show that automatic entry is off.
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