reconcile investment account using online balance
hdhoskins Member ✭
The box is checked but it doesn't do it. Works fine for bank accounts
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 Jasmine0
@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 19930