Mutual fund transactions
I download my investment transactions from the Fidelity web site. Quicken share balances and values agree with Fidelity site.. However, some transactions are not showing up in the fund's tranaction list in Quicken. Shares sold for required IRA distribution not showing for 2021 and 2022. Same problem with some other funds in my Quicken IRA account. Some finds do show sold transactions. Any ideas?
Answers
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When did you start downloading from them? Because I've found Fidelity to be extremely reliable in my 7 accounts with them.
And, at this point, I think that your only option is to input those transactions manually … they're too old to be eligible for download.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0
