Jim_Harman ✭✭✭✭✭

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  • Rlb1973
    Rlb1973 → Jim_Harman

    Jim,

    I reviewed some of your answers to the question I now have as of today. Below is my dilemma that I've posted online after working with a Quicken support staff earlier today and after the recent Quicken software update.

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    Today, I had an error with how my investment accounts were being downloaded and contacted the Quicken Support group. Adrian, the support technician, helped me through the process and helped me to fix one non-Vanguard account. However, now I cannot access my Vanguard accounts in a "register format" that shows all my history with each investment in Vanguard as I could previously do so before the recent Quicken update earlier today. I've researched the issue extensively and essentially I'm still at GROUND ZERO.

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    I've attempted to "undo" the "simple" box, but it's "grayed out" and I can not change it to complete. Do you have any answers or possible solutions? Thanks.

    February 19
    • Jim_Harman
      Jim_Harman

      Please post your issue as a public discussion. That way everyone can see the question and hopefully the answer, and other experts can help.

      Thanks

  • DCHammond
    DCHammond → Jim_Harman

    Hi Jim, are you available for a consultation re: developing accurate spending report?

    January 31
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