OneAmerica 401k showing 0 balance

thepopguy
thepopguy Quicken Mac Subscription Member
edited February 6 in Errors and Troubleshooting (Mac)

I have succesfully connected my OneAmerica 401k account in Quicken for MAC 2024. However it shows a 0 balance. It is connected as direct connection. Why doesn’t it show the balance?

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @thepopguy,

    The first thing I would recommend is that you check to make sure investment tracking is set to Detailed. To check this, click on the account to select it, then go to Accounts>Settings. On the Details tab, there is an Investment Tracking Method section. If Detailed isn't selected, select it, then click Done.

    Screenshot 2024-01-05 at 4.21.53 PM.png

    I hope this helps!

    Quicken Kristina

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