Quicken accounts not updating
You would have to purchase a newer version of quicken.You can get a good discount on this page The actual transactions should still update ie buys and sells. The other thing that you can check is that there are seperate settings for automatically adding the transactions for banking and for investment accounts.This is very common or main reason when you not able to download the transaction on your Quicken software.Hence, check internet connection on your system or mobile before you download or update any transaction on your Quicken software. the party that provides the securities information should be contacted regarding the securities not updating. Then below the online services tab please select or click set up one step update then web access, then please follow through the prompts , be sure to enter username and id once more.You can change that setting under edit / preferenceson the left under register tab there is a sub tab for downloaded transactionsclick that and check the box for "add to register automatically for BOTH bank and investment" then you might have to run a validate on the data to get rid of any hidden transactions that downloaded but did not show up in the register so that you can download them againfile / file operations / validateor run a reconcile report for that account and set it to reconcile against the online listing If the investment section is not downloading at all Use the steps below and make sure that you are selecting the investment account and not the cash account that is connected to it.first go to the bank/financial institution's websitemake sure that you can sign in and access the correct account using the id and password that you have then open quickengo to tools / account listedit account detailsunder online services tabclick remove from one step updateunder details tabre enter the bank name making sure to select the correct one from the list that quicken provides as you start to type the name.
I'm tired so want to quit until Quicken can give me a more specific answer.On Morgan Stanley client services all the information is posted together for the account you are trying to download.There are cash amounts and securities amount for the same account - the cash amounts update the securities do not.You can make entries through multiple devices like mobile phone with customize option to view the data in various formats.However, sometimes transactions are not updated even after several entries, and there could be multiple reasons showing such issues.