quote:

Originally posted by Rey HRH:
Powers77 since you still have Quicken, you must be paying for their subscription. So, have you tried calling their support line: 888-415-7170. All my notes say is it's open from 5 AM - 5 PM; I assume that's pacific time.

I have called them a couple of times over the years and they were very helpful. Have you tried validating your Quicken file?

Depending on how many accounts you have that are connected online to update, you might try the following:

1. Reset the online services by Right Click on Account Name > Online Services Tab > Reset.

or 2. Deactivate and reactivate by Right Click on Account Name > Online Services Tab > Deactivate. You need to do this for all the accounts that tie to one institution. After you've deactivated all the accounts, then you go to the same Online Services Tab and click the Activate button which was the "Deactivate" button. Then you've have to go through the online setup.

or 3 which I would recommend for your situation which Quicken support told me for my last issue which happened sometime last month. (Thankfully, I really don't get problems with my Quicken for the most part. I think maybe 2 in the last 5 years.) is to make a copy of your Quicken file by File > Copy > Create a complete backup. The support explains this transcribes all the records cleanly into a new file with a new name you give it. You then open the new copy with Quicken and you just go through the online set up for each account

If you use the Quicken app on your phone, you probably will have to reset your Cloud account.

I'm not sure what you mean about your Fidelity information. If it's a brokerage account, to get the stock prices to match online, you have to wait until after 4:00 ET to get end of the day prices. I wait until 4:30 ET because there's a 15 minute delay for Quicken. If you're trying to match your month end statements and the stock values don't match, then you usually have to adjust the share price in quicken. You go to the Account in Quicken, click on Holdings. In the Account Overview that pops up, make sure the arrow next to Holding is pointing down and not like this >. Under that, you should see "Show Value." If value isn't showing, select it from the drop down arrow. Across from that, select the date on your statement in the As Of window. The default is the current date. Next, you would match Quicken's quote/price with your statement. If the price is different for a stock, you can edit Quicken's price right there by clicking on it. You should also check the number of shares of shares. If the number of shares are different, then you'd have to go through your transaction record to see where the error happened. If this is too much for you or it's an error that's gone on for so many years, then you can adjust the number of shares using a "Removed" transaction to reduce the number of shares or "Add" transaction to increase the number of shares for a given security.

if Stock prices for certain stocks aren't uploading, list which stocks those are. Then go to Tools > Security List. Search for the security by name or ticker symbol for the ones not updating. Edit each stock to remove the symbol. Then Sync. Then go back and edit back in the symbols then sync again.

If you have any questions, ask and I'll try to help. Good luck. I don't know about you, but I've been running Quicken on the 3.5" disks then I started using the Zip Drives. I would hate the idea of having to transition to another program. I think the only alternative would be to go to a full pledged basic accounting software where you can set up accounts. Quicken does have its limitations and you have to work around them. For example, I can't just simply transfer money from my IRA account to a non-IRA account directly as the transfer doesn't get flagged as taxable income. I had to create an IRA Distribution Account first to where I transfer the money from my IRA account. Then I journal that amount out of the clearing account by making a withdrawal using the same account as the category. Then I make a deposit in the non-IRA account for the amount with the appropriate income category so I can run income reports that pick up that deposit as income.