reconcile investment account using online balance

hdhoskins
hdhoskins Quicken Windows Subscription Member ✭✭
edited June 2023 in Investing (Mac)

The box is checked but it doesn't do it. Works fine for bank accounts

Comments

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭

    Hello @hdhoskins,

    Thank you for reaching out to the Quicken Community, though I do apologize that you are experiencing this issue.

    Before I can further assist you, I require some more information. What exactly occurs when attempting to reconcile? Do you receive any error codes or messages? Which financial institution are you experiencing this issue with?

    I look forward to your response.

    -Quicken Jasmine

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  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    @hdhoskins When you say "the box is checked", could you provide more clarity about what box on what screen?

    Quicken Mac Subscription • Quicken user since 1993
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