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Re: Is your X-Ray Portfolio populating?
If the X-Ray is not populating at all, re-select the accounts and securities and then click on Refresh X-Ray. That often corrects the problem. Please let us know if that works for you.1 -
Re: Ledger Details - Sort
If you click on the gear at the top right of the account, there is an option "Sorting options." In addition to straight sorting on the individual columns, you can select By order entered or…1 -
Re: B of A checking not downloading
When my BoA checking account stops downloading, it usually means it needs to be reauthorized. It does this about once per year. Sometimes there is an error message and sometimes not. The process @Qui…1 -
Re: Whats the status on Ticket #11999090: Fidelity HSA account downloads
Sorry, the alert has already been archived. Here is the text of the resolution: RESOLVED 1/22/26 This issue has been marked as resolved, and new transactions are now downloading for affected Fidelity…1 -
Re: Struggling to get brokerage account added - placeholder discrepancies..??
@Andrew Angell and @Quicken Kristina There is nothing unusual about what you are seeing. Thank you for documenting it so clearly Andrew. This problem often arises in cases like this, when you are try…2
