How do you download stock transactions?
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Confussed
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How do I download stock transactions shown in my brokerage history to Quicken? Only some of the data was downloaded when I created my files.
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Best Answer
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ANY download, originated from within Q, normally only contains the last 30-90 days of transactions. That's true across virtually all of the banks/cards/brokers/etc ... and it's THEIR decision. Not Quicken's.IF your brokerage permits it, you might see if this helps you get older transactions: https://community.quicken.com/discussion/7160091/faq-download-old-transactions
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP6
Answers
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Assuming that your account has been set up in Quicken for online access, normally you would click on the circular arrow at the top left of your screen to do a One-Step Update. You should see your brokerage account listed in the accounts to update. Make sure it is checked to select it for updating.
If this is not what you are seeing or if you get error messages, please post back with details for more assistance.QWin Premier subscription1 -
By "only some of the data was downloaded", do you mean only recent data was downloaded and older data was not downloaded?
Quicken user since Q1999. Currently using QW2017.
Questions? Check out the Quicken Windows FAQ list0 -
ANY download, originated from within Q, normally only contains the last 30-90 days of transactions. That's true across virtually all of the banks/cards/brokers/etc ... and it's THEIR decision. Not Quicken's.IF your brokerage permits it, you might see if this helps you get older transactions: https://community.quicken.com/discussion/7160091/faq-download-old-transactions
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP6
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