Quicken 2014 has lost knowledge of all securities in some screens


J

jo

After a recent OSU, Quicken compared my holdings to the brokerage holdings and determined that every one of them was wrong... i.e Quicken didn't have a record of anything. However, my Portfolio View is correct, with all holdings, prices, etc, and my investment accounts and net worth values are all correct. Can anyone suggest which part of Quicken has lost its mind and how to repair it? This happens for every OSU now, and also if I compare holdings in the Online menu option.
 
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J

jo

After a recent OSU, Quicken compared my holdings to the brokerage holdings and determined that every one of them was wrong... i.e Quicken didn't have a record of anything. However, my Portfolio View is correct, with all holdings, prices, etc, and my investment accounts and net worth values are all correct. Can anyone suggest which part of Quicken has lost its mind and how to repair it? This happens for every OSU now, and also if I compare holdings in the Online menu option.
Update: temporary condition that has resolved itself. I guess something waswrong on Intuit's servers, because I am no longer getting any consistency errors about my holdings.
 
D

danbrown

Update: temporary condition that has resolved itself. I guess something was wrong on Intuit's servers, because I am no longer getting any consistency errors about my holdings.
IF, your broker is Morgan Stanley (and it sounds like it is), THEY were downloading a "holding" that was dated 2001 (no typo, 2001) and that was creating a placeholder transaction in Q. There's some indication that MS got their act together.
db
 
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J

jo

IF, your broker is Morgan Stanley (and it sounds like it is), THEY were downloading a "holding" that was dated 2001 (no typo, 2001) and that was creating a placeholder transaction in Q. There's some indication that MS got their act together.

db
Yes, it is Morgan Stanley. I didn't see any odd misdated holdings, just a complete mismatch on holdings reported by Q.
 

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