Investment Imports after 45.7 Update?

Frankx

Hi All,

Good news!!! - there is a new Alert that was released today on this problem - see this LINK.

Quicken hopes to have it solved (and release a new version) by the end of this week.  Make sure that you bookmark the above linked release, so that you'll be notified when the release hits.

Frankx

Bobbo

Thank you, Frank. Her alert refers to "...downloaded Buy and Sell transactions for Stock Options." I sure hope they realize that the problem exists for ALL transactions and not just options.

jmclellan

Bobbo - I share your concerns! I spent 4 hours with a level 2 tech at Quicken a little over 2 months ago, showing all of the problems with the investment import - I am very worried that my examples of the problems with Interactive Brokers that I pointed out - for example - not recognizing credit commissions, lopping off anything more than 2 decimal places, and then not rounding to the correct "net cash" amounts, may have caused them to "break" the import more than it was!

Bobbo

I guess that at this point we will just have to wait and see. A little irony here. Right after my messed up investment downloads with R45, I get a reminder email from Quicken that they are raising my subscription price.

jmclellan

Looks like no patch released, and still no primary Quicken updates since 11-3.

jmclellan

Installed from the Mondo patch this morning, and then imported option trades from yesterday - back to at least working! Patch available at this link:
https://www.quicken.com/support/reinstalling-and-patching-your-quicken-subscription-version-after-your-membership-has