My investment transactions do not download correctly in Quicken.

LAHK
LAHK Quicken Windows Subscription Member ✭✭
edited April 2024 in Errors and Troubleshooting (Windows)

My investment transactions do not download correctly in Quicken. What does download is a real mess. I have used Quicken for years and have never had this problem before the bank went to Web Connect.

Answers

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

    Need MUCH more info in order to assist you.

    What brokerage/fund company?|
    What version of Q, What BUILD?
    What method of downloading? Direct Connect, Express Web Connect, Web Connect?
    What EXACTLY is happening?
    Any error messages or Codes?

    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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