What if something goes wrong when updating investment account statements?
Choose the question that most closely describes the problem you are having. If you do not see your problem described below, additional help is available on the Web at Quicken Support.
What if I need to fix a downloaded Sell transaction that doesn't have a corresponding Buy?
What if I need to resolve a difference between my Quicken portfolio and the downloaded holdings from my broker?
What if Quicken asks me how to add a new cash transaction that I just downloaded into my brokerage account? (What are my options?)
What if my broker makes a mistake?
"The transaction about to be reversed is not in your transaction list" when comparing and accepting downloaded transactions
"This is a reversal of an accepted transaction" (Investment transactions only)
What if Quicken asks me how I want to record a Downloaded Shares/Downloaded Shares Removed transaction?