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Re: "Did you mistype your sign-in info?"
Thank you for your reply @JoeyMaggard, There is currently a known issue with Synchrony connections. Please see this Community Alert for more information: https://community.quicken.com/discussion/7969…1 -
Re: Portfolio X-Ray not recognizing ETF stock funds
Thank you for your reply, https://community.quicken.com/discussion/comment/20538388#Comment_20538388 I'm glad to hear that resolved the issue in the test file. The issue with the AI analysis has…1 -
Re: Portfolio X-Ray not recognizing ETF stock funds
Thank you for the follow-up, https://community.quicken.com/discussion/comment/20538382#Comment_20538382 I'm glad to hear it's now working. If you need further assistance, please feel free t…1 -
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
