Download Setup Quicken Windows (via Parallels Mac) - Merrill

OceanBreezes

I have an IRA account that somehow got changed to Simple instead of Complete transactions. I am trying to get it back to Complete. I have changed the setting and working to get it reconciled and the One Step Update working again. I deactivated it thinking it would bring in more transactions back to 2024 for the complete set up. When getting it setup, I get to the point to link the account and all my old and inactive accounts are listed…no order that I can acertain unless it is somehow oldest to newest…there is no scroll bar to scroll to get to the account I need. Any way to get this linked so I can download again? In the olden days, I could go and download via the web .ofx or .qif…and once downloaded, some of the info to get it set up was retained…but that has been deactivated. Not only is it bringing in old Merrill accounts, it is bringing in old accounts from other institutions. I have had my Quicken since 1989, so it has seen alot. Perhaps this is a bug not to have the scroll feature on the newest quicken? Looking for a workaround or fix.

OceanBreezes

I got lucky - I found a backup that I could restore.

Quicken Anja

Hello @OceanBreezes,

Thanks for posting and returning to update your post!

Glad to hear you were able to get things sorted out by restoring a backup! If you run into any other issues with the account setup or downloads, feel free to let us know, we’re happy to help.

Thank you!