Investment Accounts sync to Quicken.com (using Q Win Canada)

rockaust
rockaust Member
After discussion with customer service, resetting my cloud account, etc, CS informed me that I cannot get my investment accounts to show in Quicken.com. I can see them on the desktop version, but not the web version. CS said that the US version only exports current balances from the desktop to the web, not the activity, and stated that the Canadian version has no functionality to export investment accounts to the web.
Have others experienced this problem?

Comments

  • JLee
    JLee Member
    I was able to sync my investment accounts to the web. What I did was
    1) In "Mobile & Web" -> "Add or remove account to sync...", deselect all accounts to sync.
    2) Execute a "Cloud Sync"
    3) Added back all the accounts to sync
    4) Execute a "Cloud Sync"

    At quicken.com, you might need to logout and login again to see the investments account.

    However, I did notice two problems so far
    1) US accounts are not convert to the equivalent Canadian dollar value so the totals are off.
    2) Dividends are not showing up as income.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    JLee said:

    However, I did notice two problems so far
    1) US accounts are not convert to the equivalent Canadian dollar value so the totals are off.
    2) Dividends are not showing up as income.
    As far as I have known Quicken Mobile/Web don't support "foreign currency accounts".
    As in Quicken Windows US only syncs USD accounts, and it was my understanding that at least in the past Quicken Windows Canadian only synced CAD accounts.  I know that they have said that Quicken Mac syncs all accounts too, but there isn't any support for multiple currencies in Mobile/Web, so the problem you are seeing is "to be expected".

    On the dividends, there was another thread where the person asked about dividends in the budget, and we determined that the reason dividends don't show up anywhere in Mobile/Web is because investment transactions aren't synced to the Quicken cloud dataset (which is what Mobile/Web are the GUIs for).

    Again something that isn't supported, most likely because of the complexity of investment transactions.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    P.S. Multiple currency support is "under consideration", but no one can tell you when they might implement it.
    https://community.quicken.com/discussion/7803575/add-true-multi-currency-support-in-quicken-for-web-11-legacy-votes
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/