Can't review 1 transaction in an investment account.

AholiabAholiab Member ✭✭
edited January 19 in Investing (Windows)
Since a little after Jan. 1, 2019, I have an investment account (tax-deferred) with 1 transaction to review. But I don't see anything that needs to be reviewed. Therefore I cannot reset the account. How do I fix this problem?

Comments

  • SherlockSherlock SuperUser ✭✭✭✭✭
    edited January 14
    Quicken user since 1997 
    Premier on Windows 7 
  • AholiabAholiab Member ✭✭
    edited January 19
    I tried to follow all the directions on this blog post, and when I go to the Online Center, I see one security that was bought on 1/2/2019, 2.83 shares. This security is listed in my normal register, same date, with 1.96 shares bought.

    So I clicked on Compare to List (not Compare to Register), but nothing shows below in the Online Center for this account.

    Seems like I'm still stuck with this unaccepted transaction.

    Any further help would be appreciated. You're the first to point in the right direction; I was in chat today for about 90 minutes to no effect.

  • SherlockSherlock SuperUser ✭✭✭✭✭
    edited January 13
    Aholiab said:

    I tried to follow all the directions on this blog post, and when I go to the Online Center, I see one security that was bought on 1/2/2019, 2.83 shares. This security is listed in my normal register, same date, with 1.96 shares bought.

    So I clicked on Compare to List (not Compare to Register), but nothing shows below in the Online Center for this account.

    Seems like I'm still stuck with this unaccepted transaction.

    Any further help would be appreciated. You're the first to point in the right direction; I was in chat today for about 90 minutes to no effect.

    Did you complete the instructions (as in, toggle the automatic entry)?
    Which year and version of Quicken are you using (select Help > About Quicken)?
    Quicken user since 1997 
    Premier on Windows 7 
  • AholiabAholiab Member ✭✭
    edited January 19
    Aholiab said:

    I tried to follow all the directions on this blog post, and when I go to the Online Center, I see one security that was bought on 1/2/2019, 2.83 shares. This security is listed in my normal register, same date, with 1.96 shares bought.

    So I clicked on Compare to List (not Compare to Register), but nothing shows below in the Online Center for this account.

    Seems like I'm still stuck with this unaccepted transaction.

    Any further help would be appreciated. You're the first to point in the right direction; I was in chat today for about 90 minutes to no effect.

    I think I followed all the directions carefully, at least three times. I toggled (both ways) on the automatic entry.

    I'm using Quicken 2019, R17.6.

    I validated, but there were no issues with this account.
  • SherlockSherlock SuperUser ✭✭✭✭✭
    edited January 19
    Aholiab said:

    I tried to follow all the directions on this blog post, and when I go to the Online Center, I see one security that was bought on 1/2/2019, 2.83 shares. This security is listed in my normal register, same date, with 1.96 shares bought.

    So I clicked on Compare to List (not Compare to Register), but nothing shows below in the Online Center for this account.

    Seems like I'm still stuck with this unaccepted transaction.

    Any further help would be appreciated. You're the first to point in the right direction; I was in chat today for about 90 minutes to no effect.

    As you're using Quicken 2019, you could attempt moving all of the transactions to a new investment account and then delete the original account before enabling the Online Services of the new account (and, optionally, renaming the new account).

    Before making any significant changes to your data file, always save a data file backup (press Ctrl + B).
    Quicken user since 1997 
    Premier on Windows 7 
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