IRA Contributions

RevN
RevN Quicken Windows Other Member
edited January 8 in Download, Add/Update Accounts (Windows)

Recently when I download transactions some of the Payee's are not downloading correctly and messing up my accounts. Secondly, this is especially happening for my IRA from Fidelity. Then when I go to the IRA it is showing up as a cash contribution and placing it in my budget as income. This In some cases it is double downloading… once as FID - and the account and the other as a cash contribution and it will not allow me to change the payee or where it should be. But it will allow me to delete.

This causes incorrect totals in my IRA and in my Planning/Budget messing up my ability to have correct data.

Is anyone else experiencing this and what or how do I fix it?

Answers

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

    You need to explain a LOT more clearly what's happening, and if you're having multiple issues explain them separately.

    When you do TOOLS, Account List and click EDIT adjacent to your IRA account and then click "Tax Schedule" near the bottom, what shows for "Transfers to …" and "Transfers from …"?

    Also, what Q product are you running and what BUILD of that product? This info is at HELP, About Quicken

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

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @RevN,

    We haven't heard back from you in a while. Do you still need assistance?
    If so, could you please provide the answers to @NotACPA's questions?

    Check back and let us know! Thank you.

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello again,

    Checking in once more before this thread is closed.
    Let us know if you still need assistance.

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello again,

    Due to the lack of response, I went ahead and closed this post.

    If you still require assistance, please feel free to start a new post.

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

This discussion has been closed.

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