SOME Transaction Types Not Updating

Question

Only some of my transactions are downloaded during a One Step Update.

I want to download all for each account.

I read there is a place to set transaction types to download, but I can't find it.

If it matters, the accounts are both Fidelity 401k and Money Market..

Thanks in advance.

brettossman · Answer

They are categorized under Investing, for the one mentioned, the name is netbenefits.

NotACPA · Answer

For your 401k account, what do you have setup  as the Financial Institution?  It should be "Fidelity NetBenefits", not "Fidelity Investments".

brettossman · Answer

Quicken has them as Investing Accounts, which would make sense on the service, but maybe I need to investigate setting them up as different types of accounts.  One main issue is 401k contributions not downloading, but I'm sure they used to.