I have several accounts with Fidelity. All seem to be close except one.

Karen Lorince
Karen Lorince Quicken Windows Subscription Member ✭✭
edited September 2024 in Investing (Windows)

I've tried troubleshooting with a person with Quicken, but no success. They told me to try later. Now, it is 2 weeks later and it's still not working with that one account. I am unable to reset or deactivate the account because it says that I have not accept all of the downloaded transactions, but there are no transactions to accept. Does anyone have suggestions on what to do? Thanks!

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Is this regarding Q on the Web, where you posted? Or on your desktop? Are there differences between QWeb and the desktop?

    In any given account about how big is the difference?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Karen Lorince
    Karen Lorince Quicken Windows Subscription Member ✭✭

    It's on my desktop - that's the only way I am using Q. The difference for this one account is $300,000ish.

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Have you compared the holdings in that account? The Quotes? The individual securities amounts?

    I'm trying, here, to isolate where the issue might be originating.

    You might also try taking a backup and then VALIDATING your Q data file. FILE, Validate and Repair File, check VALIDATE FILE and then OK.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

This discussion has been closed.

Categories