Quicken incorrect rename push

rjt21
rjt21 Quicken Windows Subscription Member ✭✭
edited October 18 in Download, Add/Update Accounts (Windows)

Quicken Win subscription (all versions since whenever whenever) can't stop trying to "fix" accounts that "look like" they are renamed, based solely on share count.

Below is one of several MLN accounts. Qucken frequently thinks I need to fix this. They don't even have close to similar names or CUSIP/symbol. Ridiculous that I pay a subscription for this garbage.

Last week it changed 3 of 6 accounts at LPL to simple tracking, claiming they only supported Express Web Connect (they do not, they support Web Connect). I had to restore from a backup and reconnect those accounts after a few days of issues, they resolved.

Then there's the Fidelity SNAFU, don't get me started…

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Comments

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hi @rjt21

    Thanks for sharing this — that does sound really frustrating. I wanted to check in: have you been able to get this issue resolved with the account renaming / “incorrect rename push”?

    If not, I’d be happy to help dig in to try to find what’s causing it.

    Thank you!

    Quicken Alyssa

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