Two Questions - register and security

Question

I have attached two screenshots.  One shows that every time I open certain accounts it will tell me that one of my securities doesn't match what's in my account.  I select the match and click done.  But it doesn't 'stick'.  It asks me this question every, single, time.  It's very annoying.  How do I get it to stop?

screenshot.jpg

The second question is…when I open certain registers, the download transactions window at the bottom of the form is ALWAYS maximized.  I always minimize it.  How do I get it to always be minimized as I find this annoying as well because it maximizes whether there is anything to report or not.  See attachment.

Windo.jpg

Chris_QPW · Answer

Why was the CUSIP ID hidden?  There isn’t anything private about it.

As I understand the matching process Quicken matches using the CUSIP ID, and you get that prompt to match when Quicken doesn’t have a security with that CUSIP ID.  What I don’t completely understand is exactly what Quicken would do it for instance you had a security with one CUSIP ID and the you told it that a downloaded security with a different CUSIP ID matched.  Maybe just what you are seeing.  I also don’t exactly know what the don’t match  a downloaded security setting in the security does and if it plays into this.  Maybe @Jim_Harman or @q_lurker can help on this problem.

As for the Downloaded Transactions tab always opening Quicken has always have problems with this.  There are random times I have to close it.  But if it is consistently doing it the two problems may be related.  As in it thinks the “new security” is a.reason it open it.

BK · Answer

I was looking forward to see a response to the second part of the OP's question which states:

The second question is…when I open certain registers, the download transactions window at the bottom of the form is ALWAYS maximized.  I always minimize it.  How do I get it to always be minimized as I find this annoying as well because it maximizes whether there is anything to report or not.  See attachment.

Anyone?

Steve Sprauer · Answer

I can't change the symbol.  It is my understanding that since this particular investment sits in a 403b account that the symbol doesn't match, necessarily, any public symbol.  If I try to enter the symbol that fidelity sends me, and I do a lookup, it shows me something totally unrelated to my actual investment. It is all very odd.  I can't imagine I'm the only person with a 403b at Fidelity and uses quicken that would have this issue.