Phil H. ✭✭✭✭

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• Comments105

• Re: New Dashboard - Portfolio Value only shows Brokerage/IRA accounts

  Phil H.

  March 2022
  @Quiken Jarad @Jim_Harman Jarad, the attached two pictures show the issue I see. The Portfolio total on the Home page does not match the Investments total on that Home page. The diff is the value of …
  1

• Re: New Dashboard - Portfolio Value only shows Brokerage/IRA accounts

  Phil H.

  March 2022
  @Jim_Harman @Quicken Jared Jarad, I'll send screen shots. Jim: You select the accounts on the Portfolio page with "Custom" and then select the accounts you want to show up on the Portf…
  1

• Re: RESOLVED Vanguard account gets a OL-293-A error

  Phil H.

  September 2020
  This is an update on my situation with the 923-A error. As long as I do not exit from the program, I can do an OSU anytime after the initial error and Manual transaction update and the OSU will work …
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