just today I have lost the Transaction history for Wealthfront. it seems to be nowhere

stgd
stgd Quicken Windows Subscription Member ✭✭
edited January 23 in Investing (Windows)

is this related to an earlier issue where there was a connection problem between Quicken and Wealthfront. how do i get transaction log back?

Comments

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @stgd,

    To clarify— when you say the transaction history is lost, is the account register completely empty, or is the account itself missing from your account list as well?

    Did you notice anything specific happen before it was lost (e.g.: installed software update, ran One Step Update, etc)? Also, just to cover all bases, do you have your data file located on your computer hard drive, or in a cloud-based/external drive (e.g.: OneDrive, DropBox, USB, etc)?

    Check back and let us know! Thank you.

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • stgd
    stgd Quicken Windows Subscription Member ✭✭

    The account is still on my account list ok. But the account transaction register has disappeared. All other account transaction registers are good.

    The one thing that happened before this problem was a "fix" to a previous problem wherein there was no connection between Quicken and wealthfront. Connection seems ok now , I ran one step update and now this problem. Data files are stored on my computer and periodically backed up on Dropbox.

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    It sounds like your account has been changed from Complete to Simple tracking method.

    Click on the gear at the top right and select Edit account details. If it will let you, select Complete under Tracking method. Some financial institutions have changed to only supporting Simple. In that case Complete will be grayed out.

    Please let us know what you find.

    QWin Premier subscription
  • stgd
    stgd Quicken Windows Subscription Member ✭✭

    Thanks so much for the tip. Yes, complete was grayed out, but after deactivating downloading i got the register back so at least i can enter stuff manually . Poor support from Wealthfront to Quicken. I could really never download buys and sells anyway. Wealthfront needs to do more on downloading transactions. i think Im ok for now.

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    You might try taking a backup and then re-activating download for Wealthfront. If the account then get's changed to Simple, you can simply restore the backup.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • stgd
    stgd Quicken Windows Subscription Member ✭✭

    It seems to me that Wealthfront has changed their default setting to "Simple" with no register . They offer the alternative of "Complete" with a register but no downloading.

    Their actions say that they want out of downloading.

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited December 2024

    BUT, how does WF know what your Q settings are? I don't believe that they can know that … and the fact that when you deactivated the account revealed that all of the txn were there suggests that they're downloading anyway.

    You probably need to contact Q Support (via the link at the top of this page) and discuss it with them. There's something else going

    Also, if they wanted to discontinue downloading, they could just stop it altogether.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    It seems that there have been issues with Wealthfront recently. If you contact Quicken Support, be sure to reference the ticket and CTP number in the Alert below.

    QWin Premier subscription
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