Edward Jones Transactions

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rcrail
rcrail Member ✭✭

I'm using Quicken Classic for Windows and when One Step Update finishes the report shows Edward Jones accounts updated with X number of transactions. However none of these transactions appear in the account registers.

Other accounts updated do show the transactions in the corresponding register.

Looking for solution. Thanks

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  • splasher
    splasher SuperUser ✭✭✭✭✭
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    OSU summary shows information about the last action for each account. Was the date shown for EJ the current date or something in the past?

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

  • rcrail
    rcrail Member ✭✭
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    The OSU date is the current date (11/12/23) however when I look at the detail the individual accounts have dates from 10/20/23.

  • rcrail
    rcrail Member ✭✭
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    Update: validated the file and then ran OSU. Transactions appeared in register. Thanks for making me look closer into the dates of OSU.

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