Updating Quicken.com Investment Portfolios with Quicken for Max

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knf423
knf423 Quicken Mac Subscription Member, Mac Beta Beta
edited December 2023 in Investing (Mac)

Hi,

I originally had Quicken for Windows and synced my accounts with Quicken.com for tracking my investments via a browser. I can't seem to update the web portfolios now that I'm using Quicken for Mac. Am I missing something? Does this only work with Quicken for Windows?

Screenshot 2023-11-21 at 10.40.33 AM.png

Best Answer

  • Austin@
    Austin@ Quicken Mac Subscription Mac Beta Beta
    Answer ✓

    Unfortunately, it only works with Quicken Classic for Windows.

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Answers

  • Austin@
    Austin@ Quicken Mac Subscription Mac Beta Beta
    Answer ✓

    Unfortunately, it only works with Quicken Classic for Windows.

    image.png
  • knf423
    knf423 Quicken Mac Subscription Member, Mac Beta Beta

    Ah, didn’t catch that. Thanks. Really seems like Mac is an afterthought for Quicken.

  • knf423
    knf423 Quicken Mac Subscription Member, Mac Beta Beta

    A follow up (and related question):

    I’ve noticed in the Quicken mobile app that my investment accounts are not accurate (some investment accounts missing). Does the investing account section only work with Windows as well?

  • knf423
    knf423 Quicken Mac Subscription Member, Mac Beta Beta

    Nevermind, I guess I left an account unchecked.

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