Two Questions - register and security

Steve Sprauer
Steve Sprauer Member ✭✭✭
edited November 10 in Download, Add/Update Accounts (Windows)

I have attached two screenshots. One shows that every time I open certain accounts it will tell me that one of my securities doesn't match what's in my account. I select the match and click done. But it doesn't 'stick'. It asks me this question every, single, time. It's very annoying. How do I get it to stop?

screenshot.jpg

The second question is…when I open certain registers, the download transactions window at the bottom of the form is ALWAYS maximized. I always minimize it. How do I get it to always be minimized as I find this annoying as well because it maximizes whether there is anything to report or not. See attachment.

Windo.jpg

Answers

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

    Fidelity shows and entirely different symbol for that fund. Where did you get OMP4, and have you tried changing that to what's shown in the graphic?

    image.png

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

  • Steve Sprauer
    Steve Sprauer Member ✭✭✭

    I can't change the symbol. It is my understanding that since this particular investment sits in a 403b account that the symbol doesn't match, necessarily, any public symbol. If I try to enter the symbol that fidelity sends me, and I do a lookup, it shows me something totally unrelated to my actual investment. It is all very odd. I can't imagine I'm the only person with a 403b at Fidelity and uses quicken that would have this issue.

  • BK
    BK Quicken Windows Subscription Member ✭✭✭✭

    I was looking forward to see a response to the second part of the OP's question which states:

    The second question is…when I open certain registers, the download transactions window at the bottom of the form is ALWAYS maximized. I always minimize it. How do I get it to always be minimized as I find this annoying as well because it maximizes whether there is anything to report or not. See attachment.

    Anyone?

    - Q Win Deluxe user since 2010, US Subscription
    - I don't use Cloud Sync, Mobile & Web, Bill Pay/Mgr

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    Why was the CUSIP ID hidden? There isn’t anything private about it.

    As I understand the matching process Quicken matches using the CUSIP ID, and you get that prompt to match when Quicken doesn’t have a security with that CUSIP ID. What I don’t completely understand is exactly what Quicken would do it for instance you had a security with one CUSIP ID and the you told it that a downloaded security with a different CUSIP ID matched. Maybe just what you are seeing. I also don’t exactly know what the don’t match a downloaded security setting in the security does and if it plays into this. Maybe @Jim_Harman or @q_lurker can help on this problem.

    As for the Downloaded Transactions tab always opening Quicken has always have problems with this. There are random times I have to close it. But if it is consistently doing it the two problems may be related. As in it thinks the “new security” is a.reason it open it.

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