Does Quicken ever plan to fix TIAA accounts changing to Zero share balance???

JJMitsock
JJMitsock Quicken Windows Subscription Member
edited March 2023 in Download, Add/Update Accounts (Windows)
Quicken still sets all TIAA share balances to Zero. This has been broken since November. Resolution coming? Refunds coming?

Best Answer

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    Are you referring to the TIAA Traditional annuity in a 403(b) account, or to another TIAA fund or account type?

    For me, TIAA Traditional is now back to working as well as it ever has. Updates download as an Add of zero shares a they always have, but Reconcile Shares now shows the correct share balance rather than zero. I update monthly and edit the Added to a ReinvDiv equal to the share difference with a share price of $1.00.
    QWin Premier subscription

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    Are you referring to the TIAA Traditional annuity in a 403(b) account, or to another TIAA fund or account type?

    For me, TIAA Traditional is now back to working as well as it ever has. Updates download as an Add of zero shares a they always have, but Reconcile Shares now shows the correct share balance rather than zero. I update monthly and edit the Added to a ReinvDiv equal to the share difference with a share price of $1.00.
    QWin Premier subscription
  • JJMitsock
    JJMitsock Quicken Windows Subscription Member
    Thanks. 403(b). Will update and try.
This discussion has been closed.

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