Investor360 Downloads not working (Quicken for Windows)

System
System Member admin
edited February 28 in Download, Add/Update Accounts (Windows)

This discussion was created from comments split from:

Investor360 downloads not working for me still (Quicken Mac)

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  • dlesaux
    dlesaux Quicken Windows Subscription Member ✭✭
    edited February 28

    I tried to do this but I don't have that option. I'm on Windows 11.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @dlesaux,

    Thank you for letting us know you're encountering an issue. The directions were for Quicken for Mac, which is likely why you're not seeing the same options in Quicken for Windows.

    To check tracking method in Quicken for Windows (and change it, if needed), navigate to Tools>Account List. Click the Edit button next to the account you need to check. On the General tab, near the lower left, you should see Tracking Method. To be able to see transactions, you would need to have Complete selected.

    Screenshot 2025-02-28 at 1.04.16 PM.png

    Please let me know how it goes!

    Quicken Kristina

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  • dlesaux
    dlesaux Quicken Windows Subscription Member ✭✭

    I was able to do so only after switching my download method from WebConnect to DirectConnect. My balances on Quicken now match the Investor360 website balances. Thanks for your help

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for the follow-up,

    I'm glad to hear it's connected and working now.

    If you need further assistance, please feel free to reach out!

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

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