Quicken 2004 portfolio can be customized to show Morningstar rating columns, but no value ever appears.
Anyone out there solved this problem?
Thanks, V
Quicken 2004 portfolio can be customized to show Morningstar rating columns, but no value ever appears.
Anyone out there solved this problem?
Thanks, V
Morningstar rating only show for securities with a Quicken security type of "Mutual Fund".
And to really put a fine point on it, the actual text (Mutual Fund) doesn't matter. The Quicken security type must be the "type" record that is named "Mutual Fund" in a "New" Quicken file ... that name can be changed in Quicken, but whatever it is changed to must be the value in the Type field for any security you wish Morningstar ratings for.
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