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Investment issues since last update

rbridges01

Since the last update, investment transactions (primarily options sales and buys) are messed up [Edited - Language] yet again. Thought Quicken had finally figured it out. See attachments.

[Edited - Readability]

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rbridges01

transactions aren’t downloading correctly

Quicken Kristina

Hello @rbridges01,

Thank you for letting us know you're seeing this issue. To help troubleshoot, please provide more information:

What day did you first notice this issue?
Which financial institution is this happening with?
Is this affecting all transactions?
- If not, what type of transactions are affected?

I look forward to your response!

rbridges01

@Quicken Kristina

Thank you for the response.

Began on July 20. Shortly after the latest update. The process for selling and buying call options worked perfectly prior to the update.

2. Downloads from Fidelity

3. Transactions impacted: Selling (ShtSell) call options on all stocks. Rather than downloading it as a (ShtSell), it downloads as Sold, and I have to manually accept the transaction and then change to (ShtSell) once it's in the register. Very time-consuming. When options expire (CvrShrt) oftentimes the transaction doesn't close the transaction and leaves it like this:

I sell approximately 75 calls each week. This means I have to touch each transaction twice and modify it, and it takes me about 90 minutes.

[Edited - Readability]

Quicken Kristina

Thank you for your reply,

Since this started shortly after the update, it's possible that the issue is file-specific. To troubleshoot, I recommend restoring a backup from before the issue started and confirming whether the issue is resolved in that newly restored file. To restore a backup, please follow these steps from our article on backing up and restoring Quicken files:

Restore Quicken data

Go to File > View/Restore Backups....
Browse the Local and Online Backups tabs to find the backup file you want to restore. The Quicken backup file has the extension .QDF-Backup.
Select the file to restore and click Restore Backup.
Next, you will be given the option to overwrite the file you have open or to create a copy of the backup you're restoring.
- If you Create a copy, you will need to select a location to save the copy to, and you will also need to give the copy a unique file name. After naming the file and selecting the location, click Save, then click Yes to open the restored file.
- What does it mean to overwrite a file?: Restoring a backup file replaces your current data with the data stored on the backup. Be aware that you'll lose any changes you made since the backup was created. If you want to preserve the current file, you must rename the current file or the file you are restoring. We recommend avoiding overwriting files.

If you don't have a manual backup from the correct timeframe, please follow the directions below to restore an automatic backup:

Restore an automatic backup

By default, Quicken creates a copy of your data every seven days and stores five of these copies in a BACKUP folder. If the backup file you've created becomes damaged, you may be able to restore an automatic backup and save yourself the need to reenter data.

First, check to see if automatic backups are turned on (this is on by default)

In Quicken, go to Edit > Preferences.
Under Setup on the left, choose Backup.
Make sure there is a check mark next to Automatic Backups.
- To the right of Automatic Backups, there is an Open/Change backup directory link that goes directly to your BACKUP folder - a good way of finding them fast!
- Choose to back up your Quicken data file after running Quicken X times (between 1 - 99).
- Choose how many backup data files you would like to save (between 1 - 99 copies).

Then, restore the automatic backup

Go to File > View/Restore Backups....
Select the file to restore.
Click Restore Backup.
Next, you will be given the option to overwrite the file you have open or to create a copy of the backup you're restoring.
- If you Create a copy, you will need to select a location to save the copy to and you will also need to give the copy a unique file name. After naming the file and selecting the location, click Save, then click Yes to open the restored file.
- What does it mean to overwrite a file?: Restoring a backup file replaces your current data with the data stored on the backup. Be aware that you'll lose any changes you made since the backup was created. If you want to preserve the current file, you must rename the current file or the file you are restoring. We recommend avoiding overwriting files.

I hope this helps!

rbridges01

@Quicken Kristina

I tried multiple backups as far back as 7/14 with the very same results once I ran the update.

The issue didn't start occurring until 7/20….after a Quicken update. This is only impacting Fidelity transactions.

I apologize, but I'm frustrated and tired. I now have to spend 2+ hours weekly correcting the errors created by Quicken's latest update. Next steps? What is your escalation path? I've been a customer for nearly 30 years. Changes your organization has made to Fidelity the last twelve months have been painful.

(Edited - Readability)

rbridges01

@Quicken Kristina

Next steps?

Quicken Laura

Hi @rbridges01,

Thank you for trying those steps. I understand how frustrating this situation must be.

Since the issue is persisting despite the troubleshooting we've tried, I recommend contacting Quicken Support directly for further assistance. They can guide you through additional troubleshooting steps in real time and escalate the issue if needed.

You can find the Quicken Support phone number here: Support Home | Quicken. Phone support is available Monday through Friday, from 5:00 AM PT to 5:00 PM PT.

I apologize that I could not provide a more direct solution, but please don’t hesitate to reach out again if you have any other questions.

rbridges01

@Quicken Laura

I spoke to support and this is a known issue affecting over 100 users.

My ticket number is 12535839

[Edited - Readability]

Quicken Laura

Hi @rbridges01,

Thank you for providing the ticket number.

I’ve sent you a direct message with a few steps to try. Please check your messages in the upper-right corner of the Community page.

Let me know how it goes or if you have any questions!