I have Quicken XG 2005 with various Canadian Mutual Funds. The funds have symbols and the prices update properly (i.e. TDB333). The security type and exchange are both set to Mutual Fund. I am trying to find out how to download the asset allocation mix but nothing is downloaded for any funds. The help file mentions using the Asset Allocation Guide and clicking on How do I update asset classes. This option does not exist. Other forums on the web mention selecting the option for downloading asset allocations for the security. My version does not have this option.
How do you download the asset allocations for mutual funds in Quicken XG
2005?Thanks, Greg