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Re: How to use Portfolio X-Ray for TreasuryDirect TBills? it fails
That's right, you would exclude the Treasury Direct account from the Portfolio X-Ray. You can see the impact of your T Bills and in the Investing > Portfolio views and the investing reports, …1 -
Re: etrade download/Meta quote/price in error
@louisebeeee The instructions above are for Quicken Classic for Windows. Hopefully a Mac user will chime in with Mac instructions, or you could ask the question in the Mac section of this forum. Or t…1 -
Re: CREF Stock (CSTK) Updates
CSTK is the ticker symbol for a new Invesco ETF. If you are referring to the CREF Stock retirement fund, that is not publicly traded and Quicken's quote provider will not have prices for it. You…1 -
Re: Pension Check
… And you can set up an income Reminder so that you don't have to enter the details each time and the income and withholding will be included in the Tax Planner and Projected Balances.1 -
Re: How to use Portfolio X-Ray for TreasuryDirect TBills? it fails
The analysis for the Portfolio X-Ray is performed by Morningstar. It can only analyze publicly traded securities that are in its data base, mainly stocks, ETFs, and mutual funds. Any other holdings a…2
