Fidelity Accounts - Must exit app. and re-enter to show new download transactions

jmmdownhilQuI
jmmdownhilQuI Quicken Windows Subscription Member ✭✭

I tend to leave the Quicken app open on my PC, and I have several Fidelity accounts. When I do an update, the Red Flag next to the Fidelity accounts on the summary accounts list indicates that there are new transactions. However, when I go to the individual account pages, only previously "Accepted" transactions appear in the download transaction list. I must exit and re-enter the Quicken app for the new Fidelity transactions to appear. I can then accept them into the account. I have tried "Validate and Repair", but there was no change to the Fidelity account problem.

This problem does not exist on my many other accounts in Quicken.

Is there a work around to avoid this inconvenient exit/re-enter process for Fidelty accounts?

Comments

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Have you tried changing to another account in Q, and then changing back, instead of exiting?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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