Morgan Stanley Dowload Missing Random Transactions

MG43
MG43 Quicken Windows Subscription Member
I am having the exact same issues as these people:

https://community.quicken.com/discussion/7908517/morgan-stanley-missing-transactions-after-updating

Morgan Stanley doesn't offer a QFX download and it is consistently missing random transactions in my register.

Comments

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod
    Hello @MG43

    Thank you for contacting the Quicken Community, though I do apologize that you are experiencing this issue with your Morgan Stanley account(s).

    First, I suggest creating a test file and adding the Morgan Stanley account(s) to see if it produces the same issue with missing transactions. It is recommended to save a backup before proceeding with troubleshooting steps in the event that you would like to return to your original starting position. Below are instructions on how to create a test file:
    1. Choose File menu > New Quicken File.

    Advanced Data File Troubleshooting to Correct Problems With Quicken for Windows

    1. Select New Quicken File.

    Advanced Data File Troubleshooting to Correct Problems With Quicken for Windows

    1. Click OK.
    2. In the File name field, enter the name of the new file, then click Save. Use a name like "Test File" to tell it apart from your main file. 

    Advanced Data File Troubleshooting to Correct Problems With Quicken for Windows
    Don't use any of these characters: * ? < > | " : \ / (asterisk, question mark, left and right-angle bracket, pipe, straight quotation marks, colon, BACKSLASH, FORWARD SLASH). Also, don't add the .qdf extension; Quicken does that for you.

    1. Sign in with your Quicken ID. If you are prompted to create a Quicken ID but already have one, click Sign In under the Create Account prompt. 

    Advanced Data File Troubleshooting to Correct Problems With Quicken for Windows

    1. Select to not use Mobile.
    2. Click Add Account to start adding accounts to the new file.

    After adding accounts, see if you are experiencing the same problems in this test file. 


    Please let me know how this goes, I look forward to hearing your response. 

    -Quicken Jasmine

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