Encountering multiple known issues [Edited]

Tammy Van Buren
Tammy Van Buren Member ✭✭✭✭
edited March 13 in Download, Add/Update Accounts (Windows)

I'm getting frustrated with all of the recent issues that Quicken is having. Fidelity 401(k)s are not updating correctly and have to be updated manually. This has been going on for months!

Now, my Bank of America account has been deactivated, and I am unable to reactivate it or add it as a new account.

The tax planner does not hold the selections for using scheduled bills and deposits and uses a daily average estimate (I have reset it several times).

I realize that these are reported issues, and I have taken all of the steps that have been provided to correct them. I have validated and repaired…I have Super Validated. Nothing works.

What is going on?

[Edited - Readability]

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Tammy Van Buren,

    Thank you for reaching out! If the issues you're encountering are known issues, there may not be much you can do until the issues are corrected.

    To better assist, please provide more information:

    • What specific issues are you encountering with your Fidelity 401(k)s?
      • Are you seeing unidentified securities, or is something else happening?
    • What happens when you try to reactivate/reconnect your Bank of America account?

    I look forward to your reply!

    Quicken Kristina

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  • Tammy Van Buren
    Tammy Van Buren Member ✭✭✭✭
    edited March 14

    @Quicken Kristina With Fidelity - they are collective investment trusts that are available within a 401(k). They worked flawlessly until the connection type was changed. This was MONTHS ago. Each time I open Quicken, if I want the balance to be correct, I have to login to Fidelity and update the prices in Quicken manually.

    With Bank of America - Login-failed. When it brings me to the sign in screen on Bank of America, it says "Something went wrong". I can sign into the site through the web, but you can no longer manually download transactions, so they have to be entered individually, manually.

    As for the bills and income, I have tried everything to get the tax planner to update correctly, but it changes back to Estimates based on YTD daily averages.

    I do not use the cloud.

    I UNDERSTAND THAT THESE ARE KNOWN ISSUES. Every time I submit something here, I get told that these are known issues and that there is nothing I can do. There may be nothing that I can do, but what is Quicken going to do to finally get these resolved? Validate, Super Validate, Submit Problem reports have all been done and nothing is getting fixed.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for your reply,

    I do not recommend validating or super-validating your file for these issues. Those tools are intended for file-specific issues, and since these are known issues, it is unlikely they're caused by a file-specific issue.

    I can see that you already reached out earlier today, and a ticket was created, indicating that someone is reviewing the issues you reported. I recommend waiting to hear back from them. They will likely contact you by email (the email address associated with your Quicken account).

    Thank you!

    Quicken Kristina

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