NYSaves 529

SKaras
SKaras Quicken Mac Subscription Member
edited October 10 in Download, Add/Update Accounts (Mac)

I have a NY 529 for each of my two children. They originally loaded correctly in March and I haven't had a problem since last week. Now, one of the two children show the correct balance and the other is missing a position. Interesting that same ETF ticker is in each account. Not sure it picks which child to include and the other to exclude. Seems random. I have removed the accounts and re-added them, but still have the same error. Any advice?

Thank you,

Steve

Comments

  • nicholas.senedzu
    nicholas.senedzu Member ✭✭✭

    I was having the same issue. I tried again over the weekend and was able to get the accounts somewhat fixed. The totals are correct but there are now bunch of add and remove shares in the transactions. Unfortunately NYSaves doesn't play very well with Quicken.

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