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

Posted by Gary on August 25, 2006, 4:18 pm

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When I read your post, something clicked: One Step Update was
necessary.

I tried it, and now I have my Morningside stars.

Thanks!!!

When I read your post, something clicked: One Step Update was
necessary.

I tried it, and now I have my Morningside stars.

Thanks!!!

wrote:

>>>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.

Posted by Jeff on August 25, 2006, 5:28 pm

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I have Premier 2007 and ran one step update with download symbols,etc and
Morningstar worked file. Thanks

> When I read your post, something clicked: One Step Update was

> necessary.

> I tried it, and now I have my Morningside stars.

> Thanks!!!

> wrote:

>>>>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.