Pending transactions stuck

TallBrad
TallBrad Quicken Windows Subscription Member ✭✭

I've had transaction stuck in pending status for 4 days with one credit card account (Chase) and 5 days with another credit card account (Citi). My Fidelity 401k hasn't been updating for close to a month now. The transactions that do download all say ExchangeIn instead of the mutual fund that was purchased. Seems like the quality/reliability of Quicken has been going downhill (Portfolio X-Ry hasn't been correct for me for a couple years now). I've been a Quicken user for decades but it is getting more and more difficult to remain a customer.

Answers

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @TallBrad,

    Thank you for sharing your experience, though I apologize for the frustrations you have been having in the areas mentioned.

    Please check out this Support Article for troubleshooting pending transactions.

    As for the Fidelity 401k issue, are you seeing error messages when trying to update this account? Did this account come up in the list of accounts you authorized for use in Quicken from the Fidelity website?

    In regard to the transactions that are downloading incorrectly, the best thing to do for those is to go to Help>Report a problem>Send to Quicken. Doing so will send us your log files. Then you can contact Quicken Support directly so they can review them for you to see how those transactions are being sent to Quicken. Issues like this require further investigation and possibly escalation.

    Thank you!

    Quicken Alyssa

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