Transactions for investment accounts

Stevemd

I am trying to get Quicken Web access up and running for the first time. I have synced all my accounts from Quicken Windows. When I look at the web interface, I can see transactions for all of the banking accounts. However, I can't see transactions for any of the investment accounts. When I click on the investment account, I see the balances and holdings but no transactions. When I click on the transactions menu and filter for the investment accounts, no transactions are found.

I have not done an update directly from the web app (since I'm hoping to use it for viewing only).

Is this a limitation in the web app or is something going wrong?

NotACPA

QWeb doesn't support Investment accounts.

Chris_QPW

https://community.quicken.com/discussion/comment/20522608#Comment_20522608

It supports investment accounts, but only in "simple mode", no investment transactions.

NotACPA

https://community.quicken.com/discussion/comment/20522612#Comment_20522612

Thanks for the correction

Stevemd

Thanks for your answers—I guess I have it set up correctly.

mmpunch

If you use the Desktop Version of Quicken Deluxe for Windows, you can set the Investment account to Complete, or Simple. Simple shows only the holdings and value. Complete will show the transactions.

Chris_QPW

https://community.quicken.com/discussion/comment/20522753#Comment_20522753

This is in reference to the companion Web App (as in turning on Sync to Mobile/Web). It only supports "Simple" investing mode.

mmpunch

https://community.quicken.com/discussion/comment/20522810#Comment_20522810

Chris, due to my extensive IT background, and concerns recording security, I do not use the Web App. Best wishes.

Chris_QPW

https://community.quicken.com/discussion/comment/20522865#Comment_20522865

Given the repeated threads where people have had their Quicken Desktop data file corrupted by Sync to Mobile/Web, I don't use it either except in a separate data file just for testing for others benefit.

maxwelwp

https://community.quicken.com/discussion/comment/20522882#Comment_20522882

Also have been only using it for testing. Unfortunately, there are way too many issues with transaction downloads recently that I am discontinuing use again. Have been submitting daily problem reports.

Seems about the only improvement I have seen the last couple months is memorized payees are not "disappearing" any longer but splits in the memorized payee keep changing.

Unsure why this is process is such a problem for quicken to get a handle on. Maybe the development teams are not integrated enough and the right hand doesn't know what the left hand is doing. Either way too much of a hassle to fix transactions every day.