Bank of America HSA - Investment Account

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Jason Abbott
Jason Abbott Member ✭
edited February 27 in Download, Add/Update Accounts (Windows)

Hi - I can't get my Bank of America HSA - Investment Account to show on my Quicken dashboard. It shows my cash account but does not give me the option to bring in the Investment Account.

Any help would be much appreciated.

As an aside, not very impressed with Quicken so far. Can't automatically connect my Merrill Lynch 401(K), have no idea if I need a workaround for this account and the dashboard itself is disgusting from a visual perspective. Not sure how long I'm sticking around after trying to find a home after Mint.

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  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
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    Quicken has used the term "dashboard" in the past to refer to the many various canned reports and graphs you might put on one of your many "views" on your "Home" tab, and not too long ago added something called "Dashboard" to the Home tab, so the word "dashboard" as an identifier really is pretty darn vague at this point.

    I'd suggest using the actual title of whatever you're referring to in this post to up your chances of getting a helpful response.

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