After opening my IRA with Merrill, I setup a connection with Quicken to track my holdings. I update my accounts every 5-10 days. Despite this, Quicken has somehow lost transactions and informs me that my holdings do not match. I've disconnected my connection and reestablished the connection, but the values do not update.
Today I decided to disconnect, but when I reauthorized my account, instead of using the same Quicken account, I told it to create a whole new entry to track my holdings. This time, after downloading my historical data, Quicken is telling me that I have 337 placeholder entries nearly all of them for a single date.
I tried to go directly to Merrill's website to just download the transactions and merge them into Quicken, like I used to be able to do, however Merrill no longer supports that function as Quicken performs all downloads directly.
Short of going through 3 years worth of data, I am at a loss as to how to resolve this issue. How can Quicken download all the transaction fresh and still be missing 337 entries? I've been using Quicken since the 90's. In all that time, I have never had this kind of problem. I wish I could go back to the old model where I would buy a version and using it for 3-5 years with no issues before having to upgrade instead of this awful subscription model where I get features I never asked for or use, but can't use the ones that I want.
