I've got Quicken Classic Premier and the Morningstar Portfolio X-Ray screen is blank. How do I fix this? This is one feature that I buy Premier for.
Hello @James226,
This could be a data file issue.
To start with, I suggest that you please try validating and/or super validating your data file. However, I do recommend that you first save a backup file prior to performing these steps.
Validate:
If the issue persists, proceed to Super Validate. If the issue is resolved after performing validation, then please disregard the instructions to Super Validate. Super Validate:
I hope this helps!
Select the Account pulldown menu and select Custom…, Then select Select All → OK. Do the same for the securities.
Once you do this it should show up. You can then set these back to All Accounts/All Securities if you like.
There is a bug in Quicken where the accounts/securities aren't selected when starting out even though All Accounts/All Securities are selected.