Quicken ignores and does not download some brokerage transactions

Bob Sarley
Bob Sarley Member ✭✭✭
in Errors and Troubleshooting (Windows)

Wells Fargo has define some new brokerage investments in one account as "Other". These are ignored and not downloaded into Quicken.

Answers

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭

    What kind of investments are you talking about that get classified as "other." Do these investments have ticker symbols or CUSIP numbers, or are these "other" investments something else, like ounces of physical gold or something?

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @Bob Sarley,

    We haven't heard back from you in a while. Do you still need assistance?
    If so, could you please provide the answers to @Tom Young's questions?

    Check back and let us know! Thank you.

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello again,

    Checking in once more before this thread is closed.
    Let us know if you still need assistance.

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

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