I have two Fidelity brokerage accounts with optional check writing privileges on each. One we use as a daily checking account, actively writing checks, the other is used as a brokerage and taxable savings. The first account is set up, linked with its checking, and is working fine. The second account I'd set up simply as a brokerage account, without a linked check writing account, and downloads the investment transactions fine.
I just discovered (at tax time) that during all of last year (2023) hubby and I have both been writing checks, respectively, off of both accounts. Oops. Explains a number of bookkeeping anomalies.
So I added a linked checking account to the brokerage account, did an one step update. All of the brokerage transactions for 2023 are there, but only the most recent check transactions for about the past 2-3 months downloaded, not all of them.
How do I get the older 2023 checks written to download? I also tried redoing from scratch: did a backup, deleted the linked accounts, reentered the linked pair and updated, but the same thing happens: all of the brokerage transactions but only most recent checking transactions.
I saw an earlier question on the forum requesting a transaction time range for One Step Update but the feature isn't available. For now, I'm going to manually enter the couple of dozen older checks, but would like to know how to do this in the future, or if this feature could be added. Adding the date range feature does make sense since I'm sure I'm not alone: I have held these accounts for many years, but periodically change accounting software, and only want 1-2 year's worth of most recent data for bookkeeping.
