Where is my investment portfolio on the web?
harry askenazi
Member ✭✭✭
When I login to Quicken Investing, it appears I need to manually recreate my entire portfolio despite having my portfolio in Quicken desktop and on Quicken Web. Is there no way to have Quicken Investing connect to my portfolio that is already saved in quicken?
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Best Answer
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When you perform the One Step Update - look at the bottom of the screen,
and see if you have checkmarked the "Investing.Quicken.com" upload box -
along with selecting what to actually upload...
5
Answers
-
When you perform the One Step Update - look at the bottom of the screen,
and see if you have checkmarked the "Investing.Quicken.com" upload box -
along with selecting what to actually upload...5 -
Thanks for the quick reply.
Per the screenshot, I don't have the option to check update investing.quicken.. But the 2 options I do have are both checked0 -
Disregard last message. I needed to first add via preferences and now I should be all set. Thanks again0
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