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Fidelity download missing transactions

todivefor

I submitted this question in April, 2023 and it was closed for some reason:

Sometime this month after downloading transactions from a Fidelity brokerage account, I got the message that the online share balance for an investment did not match my quicken share balance. I compared activity and found that one buy transaction was not downloading. I manually recorded this buy transaction, and all is fine. Until I do the next download. Once again, this transaction is deleted. Why is Fidelity missing this one transaction in it's downloaded activity? How do I record it so it does not get deleted?

This has occurred again this month.

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Comments

mshiggins

If you have the preference to automatically add downloaded transactions to your investment transaction lists, you should turn off that preference. Then when you download from Fidelity, pay careful attention to the transaction that usually goes missing. Is it coming in as New or as Match? It should be coming in as New.

todivefor

I don't have that preference enabled. But, must admit don't pay much attention to downloaded transactions. I will now.