Investment registers only show cash balance transaction instead of all transactions.

kurtkramer
kurtkramer Quicken Windows Other Member

I'm using windows. Yesterday after re-authorizing quicken to download my account info from

Fidelity and then downloading my latest data, all my investment account registers show only

cash balance transactions and not share transactions. The total Market Value is displayed on the

bottom but none of the share transactions. All my investment account registers are doing this

not just the Fidelity accounts. How do I get quicken to show all transactions?

Comments

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @kurtkramer,

    Thank you for letting us know you're encountering this issue! To help troubleshoot, since you mentioned that all your investment accounts, not just the Fidelity accounts you were reauthorizing changed, I recommend that you try restoring a backup from before this issue started. Reauthorizing Fidelity accounts should not have any impact on investment accounts with other financial institutions, which leads me to believe the issue you're seeing may be file specific.

    Please let me know how it goes!

    Quicken Kristina

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