SOME Transaction Types Not Updating
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.
Answers
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I read there is a place to set transaction types to download, but I can't find it.
Not possible unless it is the choice of including pending or not including pending transactions.
-splasher using Q continuously since 1996
- Subscription Quicken - Win11 and QW2013 - Win11
-Questions? Check out the Quicken Windows FAQ list1 -
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.
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For your 401k account, what do you have setup as the Financial Institution? It should be "Fidelity NetBenefits", not "Fidelity Investments".
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
They are categorized under Investing, for the one mentioned, the name is netbenefits.
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