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Re: Security List Cleanup
In my experience, Quicken will not let you delete items from your Security List unless there are no transactions associated with them. You can see if a security has transactions by clicking on the se…1 -
Re: Creating CSV file for importing credit card transactions - what do you put for Account?
In case it is not clear, you must create an offline credit card account in Quicken to hold the transactions you will be downloading. Go to Tools > Add account > Offline account and follow the d…2 -
Re: Since late last year Morningstar X-ray asset allocations for index funds, ETF's and Money Market Fun
@mcski What got the ETFs working for me was: Install R66.12 or newer At the top right of the X-Ray page, click on the arrow next to Update and select Quotes Select one account Select All accounts Cli…1 -
Re: One Step Update - Navigation Cancelled
Often the "Navigation to the webpage was cancelled" error is caused by corruption of Quicken's internal web browser cache. If you close Quicken then use Windows Explorer to navigate to…2 -
Re: Portfolio X-Ray not recognizing ETF stock funds
@JFS8020 What got the ETFs working for me was: Install R66.11 or newer At the top right of the X-Ray page, click on the arrow next to Update and select Quotes Select one account Select All accounts C…4
