reconcile investment account using online balance

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


  • Quicken Jasmine
    Quicken Jasmine Moderator mod

    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
  • jacobs
    jacobs 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