Does this thing work?

I bought this yesterday and tried to link to my Vanguard accounts (IRA, Roth, 401K) and nothing balances. I'm afraid to link the remainder of my accounts because, besides exposing my passwords to future risk, what's the point??

Am I expected to go through line by line to get my accounts to balance? And then is this a full-time job.

I bought this in hopes of making my financial tracking more convenient, but this product is a bad joke so far.

Any suggestions for initial setup?

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited January 20

    What "thing" are you talking about? This forum? Quicken Mobile? Quicken Web? Quicken desktop?

    If you're talking about the desktop product, which version of Q are you running, and what BUILD of that product? This info can be found by doing HELP, About Quicken.

    And, was it Q 2017 (as your profile indicates) that you bought yesterday, or what?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP