I have several accounts with Fidelity. All seem to be close except one.
I've tried troubleshooting with a person with Quicken, but no success. They told me to try later. Now, it is 2 weeks later and it's still not working with that one account. I am unable to reset or deactivate the account because it says that I have not accept all of the downloaded transactions, but there are no transactions to accept. Does anyone have suggestions on what to do? Thanks!
Answers
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Is this regarding Q on the Web, where you posted? Or on your desktop? Are there differences between QWeb and the desktop?
In any given account about how big is the difference?
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
It's on my desktop - that's the only way I am using Q. The difference for this one account is $300,000ish.
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Have you compared the holdings in that account? The Quotes? The individual securities amounts?
I'm trying, here, to isolate where the issue might be originating.
You might also try taking a backup and then VALIDATING your Q data file. FILE, Validate and Repair File, check VALIDATE FILE and then OK.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0