Mistake to downgrade because of taxes and force to upgrade for balancing

JD broken heart
JD broken heart Quicken Windows Subscription Member ✭✭
edited January 24 in Download, Add/Update Accounts (Windows)

Quicken was out of balance by interest paid on 26/01/15 to one of my money market accounts. It posted the transaction and changed the balance but refused to adjust securities total value.

Tried changing the transaction, and it wouldn't allow it by saying I had to update my version that I had downgraded in January.

So, they made me pay for downgrading. Upgraded to same version I had December, and back in balance. It cost me $22.75 just to add to total securities that left December total only and would never change it.

I thought the upgrade was for taxes that I didn't need this version, but this show its more than just taxes.

[Edited - Readability]

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @JD broken heart,

    Thank you for sharing your experience, although I'm sorry to hear it was so frustrating. To clarify, were you originally using Quicken Deluxe, downgraded to Quicken Starter, then had to upgrade to Quicken Deluxe again to get your investment account to reflect correctly?

    If that is what happened, then the most likely reason you encountered this issue is that Quicken Starter does not support investment accounts. Quicken Deluxe is the lowest subscription tier that supports investments.

    I hope this helps!

    Quicken Kristina

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