0 shares downloaded from Fidelity for 401k

hurwi
hurwi Quicken Mac Other Mac Beta Beta
edited November 24 in Download, Add/Update Accounts (Mac)

I keep getting Buy transactions with 0 shares and no security listed but the amount is correct in my 401k

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When I use "Show Inspector" for the transaction, it lists the name of the security under "Statement Memo"

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and then when I edit the transaction and add the name of the security, it updates with the correct number of shares, so that's helpful, but still a pain that I have to do this manually for every download.

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Comments

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @hurwi,

    Thank you for letting us know you're encountering this issue. It has already been reported to our teams for further investigation and resolution. Since I can see you already sent a problem report with log files attached, I added you to the ticket.

    Thank you!

    (CBT-877)

    Quicken Kristina

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