Grinde said: I have a similar issue. Mid-December 6 of 10 investment accounts magically changed from complete to simple. Yesterday, I had time to reconcile my investments for December and January. To my surprise, when opening the investment account, I found a nice summary of the holding in the account, but no transaction register. When I checked the account type was changed to simple. To recover, First, backup. Then I switched the account (all the accounts) back to complete. I then deleted all the "summary" inserts that were added when I did updates since mid-December. Then I thought I would only need to do another update to get all the missing transactions from mid-December to now (Feb 5). No such luck. Apparently, Quicken holds a "last-download-date" for each account and will not download the missing transactions. I manually inserted the missing December transactions from a statement for one account and I was able to reconcile the one account. Manually updating hundreds of transactions to fix a problem is not practical. Nor is it practical to create temp accounts and reconnect to each institution so I can export/import or move transactions from the temp acct to the real acct. There must be a way to set the "last-download-date" for each account. If not, it's time to put out a hotfix to allow the date to be changed from the account setup page. I assume the account change occurred on a Quicken release update. I assume I'm not the only one with this issue based on some of the other threads on the topic. Based on the info above, I did disable "simple" as an option. Again, I do not know when this feature was added. But, I do not remember being asked about simple or complete when I set these accounts up years ago. Thanks for your help.
If you have the chance, you could save a backup by going to File > Copy or Backup File... in the upper menu at the top of the screen and then create a 'test' data file by going to the same menu and selecting New Quicken File... Next, choose New Quicken File in the screen that follows, and then click OK. After this, choose a file location on your computer and then click Save. Choose Don't use mobile and web when prompted.
You may then add your Fidelity-associated accounts by navigating to the Add Account button in the Tools menu option in upper left-hand side of the screen, or in the more central, upper left-hand panel, denoted by the '+' symbol. Let us know if you see the same problem with tracking changes occurring in the test data file once this is attempted.
