One Step Update wants to treat my 401(k) contribution as a security

Question

After running One Step Update, I'm prompted to add a new security "contribution" to Quicken. When I Cancel, the Matching Security screen reappears several times before closing. This is happening with my Fidelity 401(k) and my Fidelity 457(b) accounts. I can't update my accounts since early August. Windows, R69.53. Thank you for your help.

CFBro · Answer

About two months ago, something happened to the Fidelity accounts that I track in Quicken that apparently caused them to get disconnected from the One Step Update. I didn't realize they weren't updating until a couple of days ago. I set up and authorized the Online Services for Fidelity, and re-matched the Fidelity accounts to the existing Quicken accounts, then did a One Step Update. When I click to view any of the Fidelity accounts that have downloaded transactions, I get the "Matching Security" screen that I've shown above. These are 401(k) accounts, where a payroll deduction is contributed every two weeks, and the contribution is invested in several mutual funds. I haven't changed anything regarding the contribution or the mutual funds.

So, I don't know if this behavior was caused by a program update. It only started to appear when I re-activated the One Step Update for the Fidelity accounts.

I keep my Quicken file directly on my local hard drive, without any syncing with a cloud service.

I assume that the "contribution" security is supposed to match the payroll deduction/contribution… which of course isn't a security.

Thank you for your help!

Quicken Kristina · Answer

Hello @CFBro,

Thank you for sharing your experience! To help troubleshoot this issue, please provide more information:

* Did this behavior start immediately after a computer or program update?
* Do you keep your Quicken file directly on your local hard drive?* Is it synced with any cloud service, such as OneDrive, iCloud, or Dropbox?

* Where is this "contribution" security coming from?* For example, is it downloading that way, or coming from a paycheck reminder, etc.?

I look forward to your reply!