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How do I get Q2007 H&B to display Morningstar ratings?

 

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Subject Author Date
How do I get Q2007 H&B to display Morningstar ratings? Gary 08-25-2006
Posted by Gary on August 25, 2006, 8:52 am
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When I bring up Q2007 and go to the Investing Center, there is a
section of the report entitled "Mutual Fund Ratings from Morningstar".
This section is substantially blank...everything is labelled "N/A".
There is even an option button "Get full comparison", but it still
gives the "N/A" for all my funds.

Have I not set something I should have in order to get the ratings?

Posted by John Pollard on August 25, 2006, 9:53 am
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> When I bring up Q2007 and go to the Investing Center, there is
> a
> section of the report entitled "Mutual Fund Ratings from
> Morningstar".
> This section is substantially blank...everything is labelled
> "N/A".
> There is even an option button "Get full comparison", but it
> still
> gives the "N/A" for all my funds.
>
> Have I not set something I should have in order to get the
> ratings?

Assuming Q2007 works as previous versions; Morningstar ratings
apply only to securities with the Quicken "Type" of "Mutual
Fund" ... with the correct ticker.



Posted by Jeff on August 25, 2006, 11:57 am
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I just tried it also. NA for all funds and the ticker symbols are correct.
It worked fine in 2006


>> When I bring up Q2007 and go to the Investing Center, there is a
>> section of the report entitled "Mutual Fund Ratings from Morningstar".
>> This section is substantially blank...everything is labelled "N/A".
>> There is even an option button "Get full comparison", but it still
>> gives the "N/A" for all my funds.
>>
>> Have I not set something I should have in order to get the ratings?
>
> Assuming Q2007 works as previous versions; Morningstar ratings apply only
> to securities with the Quicken "Type" of "Mutual Fund" ... with the
> correct ticker.
>



Posted by John Pollard on August 25, 2006, 12:22 pm
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>I just tried it also. NA for all funds and the ticker symbols
>are correct. It worked fine in 2006

Try this.

Create a "New" Quicken file. In the New Quicken file, enter one
valid mutual fund with correct ticker in the Security List, with
"Type" "Mutual Fund". Make sure you either have the fund in the
"Watch List" or own at least one share of the fund. Do a One
Step Update with "Download quotes, asset classes, ...." checked.

If you still have N/A for the Morningstar rating, I suggest you
report it in the Product Feedback forum in the Quicken forums.





Posted by John Pollard on August 25, 2006, 12:43 pm
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>>I just tried it also. NA for all funds and the ticker symbols
>>are correct. It worked fine in 2006

> Try this.
>
> Create a "New" Quicken file. In the New Quicken file, enter
> one valid mutual fund with correct ticker in the Security
> List, with "Type" "Mutual Fund". Make sure you either have
> the fund in the "Watch List" or own at least one share of the
> fund. Do a One Step Update with "Download quotes, asset
> classes, ...." checked.
>
> If you still have N/A for the Morningstar rating, I suggest
> you report it in the Product Feedback forum in the Quicken
> forums.

It just dawned on me that I'm pretty sure that I recently read a
post from Intuit saying that Morningstar ratings required the
Premier version of Quicken. I believe the post was in answer to
someone using Q2007.

I think that Intuit poster said that had always been true, but I
know that's wrong. I have Q2005 Deluxe, and it can get
Morningstar ratings. I can't speak for Q2006 because I have the
Premier version; it definitely gets Morningstar ratings, but I
can't say whether Q2006 Deluxe does.

It's conceivable that there has been a change since Q2005 and
that Premier is now required for Morningstar ratings.

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



>>I just tried it also. NA for all funds and the ticker symbols
>>are correct. It worked fine in 2006

> Try this.
>
> Create a "New" Quicken file. In the New Quicken file, enter
> one valid mutual fund with correct ticker in the Security
> List, with "Type" "Mutual Fund". Make sure you either have
> the fund in the "Watch List" or own at least one share of the
> fund. Do a One Step Update with "Download quotes, asset
> classes, ...." checked.
>
> If you still have N/A for the Morningstar rating, I suggest
> you report it in the Product Feedback forum in the Quicken
> forums.

It just dawned on me that I'm pretty sure that I recently read a
post from Intuit saying that Morningstar ratings required the
Premier version of Quicken. I believe the post was in answer to
someone using Q2007.

I think that Intuit poster said that had always been true, but I
know that's wrong. I have Q2005 Deluxe, and it can get
Morningstar ratings. I can't speak for Q2006 because I have the
Premier version; it definitely gets Morningstar ratings, but I
can't say whether Q2006 Deluxe does.

It's conceivable that there has been a change since Q2005 and
that Premier is now required for Morningstar ratings.

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



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