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Re: Portfolio X-Ray not recognizing ETF stock funds
Hello @Fred Coale, @rjgrichmond, & @mindtrip, Our teams recommend following these steps: Select All Accounts and All Securities, then click Refresh. If the data does not update, try deselecting s…1 -
Re: Cannot Edit "Action" in Register for Manual Investment Transaction
Thank you for your reply and your screenshots, What account type is that investment account showing as in your Quicken file (brokerage, 401k, etc.)? Since you mentioned this is a HSA account and you&…1 -
Re: Portfolio X-Ray AI Analysis tool shows same results regardless of asset allocation
Hello @Langston Holland, Thank you for letting us know about this issue! I tested in my Quicken file and saw the same behavior. Regardless of the asset allocation, the AI Analysis always provides the…1 -
Re: Portfolio X-Ray not recognizing ETF stock funds
Thank you for your reply, I'm glad to hear that installing R66.11 corrected the issue. Updates are not pushed to everyone simultaneously. I'm not sure how it interacts with Beta versions, b…2 -
ONGOING 2/17/26 Marcus by Goldman Sachs - Bank no longer supports downloading
The Marcus by Goldman Sachs BID is no longer available in Quicken or Simplifi. The financial institution made the decision to no longer be supported. Going forward, you will need to manually enter yo…3
