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Updating Quicken.com Investment Portfolios with Quicken for Max

knf423

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

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Accepted answers

Austin@

Unfortunately, it only works with Quicken Classic for Windows.

All comments

Austin@

Unfortunately, it only works with Quicken Classic for Windows.

knf423

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

knf423

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

Nevermind, I guess I left an account unchecked.