Fidelity doesn't download all transactions from IRA -

jhood0612
jhood0612 Member ✭✭
edited September 2022 in Download, Add/Update Accounts (Windows)
Quicken has the bad habit of not downloading all of the transactions in my Fidelity accounts. Why does it do this? On top of that, I take a regular monthly distribution from my IRA and have taxes withheld. When Quicken misses the downloads on these two transactions, it won't let me enter them manually as withdrawals from the account. How do I enter these transactions?

Comments

  • jhood0612
    jhood0612 Member ✭✭
    I guess I know why no one answered this question. I spent an hour on the phone with Support today and they couldn't answer the question either.
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