Investment account wrong description for downloaded transaction
Starting about 6 weeks ago, every time I download transactions for any of our 3 retirement accounts, Quicken is renaming the description for every purchase to the same "NC Fixed Income Index" fund. In the transaction below, you can see in the details that it is actually a Vanguard Target fund that was purchased. I cannot modify the name without accepting the transaction and then going back and renaming it, which then of course throws off the share numbers temporarily until I can correct the name.
I've validated and repaired the file - there were no errors, but this keeps happening every time. Any ideas? R52.20 Thanks in advance!
ETA: I should also add that this happens whether I'm downloading from Fidelity, where two of the accounts are held, or Prudential/Empower, which is where the NC Fixed Income fund is from.
Comments
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Is the problem account a 401(k) with Fidelity Netbenefits? If so, this may be the issue:
Quicken user since Q1999. Currently using QW2017.
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Yes, they are. It does appear to be a variant of that same issue, except my transactions get identified as this other fund, rather than "Unidentified Security". Thanks for the pointer!
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