Quicken for Mac
Can Quicken download transactions from my investment portfolios?
I only get value changes based of my holdings as of the date I upgraded to Quicken Deluxe. It doesn't show transactions...
SuperUser, Mac Beta, Canada Beta
What specific version did you upgrade from?
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user since '92, STILL using QM2007)
I upgraded from Quicken 2015 for Mac to Quicken 2018 for Mac in May of 2018. This has been bothering me for almost a year and a half. Just getting around to this.
SuperUser, Windows Beta
Where are your "investment portfolios" held? Q can download from MANY bank/card/brokerages/fund-companies ... but not all.
Also, when you do Quicken, About Quicken ... what does it show as your RELEASE and "Valid thru" date?
Q user since DOS version 5
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP
I have portfolios in 3 locations; LPL, TD Ameritrade and First Commonwealth. I know there is an issue with First Commonwealth due to their website configuration, but I would think that LPL and TD Ameritrade should sync.
First Com is a bank and their website requires going to their home page, then pulling down a menu to get to their investment division and logging in from there.
As for the info in About Quicken-
Release : Version 5.14.2 (Build 514.31850.100)
Valid until May 4, 2020
I'm running MacOS Mojave v10.14.6
There have been ongoing reports of issues when connecting to LPL, I have included the discussion below.
Do you receive any errors when attempting to connect to TD Ameritrade?
Please let us know!
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