I have a synced Fidelity account that shows big discrepancies between Quicken and the real data (both in terms of cash and other holdings), going back a few years. It seems like it would be a lot of work to manually go through every Fidelity transaction and every Quicken transaction and try to figure out where things diverged. I have no idea when the problem started — I haven't been doing anything special, just regularly syncing my accounts to download new transactions. I could delete the account in Quicken and re-sync from scratch, but (1) I'm not sure that would go back to the beginning of time and (2) I would then lose all the transfers from other accounts to/from Fidelity.
Is there a best practice for how to reconcile acounts that get off like this? Something that won't take hours of manual review?
Thanks for any pointers.
