Investment accounts are not downloading transactions.

DougHoegh
DougHoegh Quicken Mac Subscription Member ✭✭
in Download, Add/Update Accounts (Mac)

Long time Windows user, now new MAC user. In the window package all my brokerage accounts would give me daily transaction updates in addition to share price changes. With my MAC version I am not seeing any activity or transactions. I still do get daily price changes. All accounts are showing connection via direct connect. What am I doing wrong? Thanks

Comments

  • Dennis@1
    Dennis@1 Member ✭✭✭✭

    Go into account settings for each of those accounts and make sure Detailed(positions and transactions) rather than Simple is selected as Investment Tracking Method.

  • DougHoegh
    DougHoegh Quicken Mac Subscription Member ✭✭

    Figured out what was happening. I have 7 accounts (It's a long story) with Edward Jones. I had made the connection with the first of the seven accounts and the popup window asked to match the rest of my accounts with the appropriate accounts I had ported over from my windows version. This I did. That first account coincidently did not have any transactions to download. And the other six accounts even though showed connected were not connected. I had to individually connect each account in order for the transaction to download. Once I went through connecting each account everything now appears to be working. IMHO this is a bug.

Categories