You can find out what the issue is by selecting the orange dot. An orange dot means there is an issue with that account. A blue dot means there were new transactions added at the last update. These dots let you know the status of that account. You may notice different colored dots next to your account names on the sidebar.
What do the dots next to your account names mean?
Quicken for mac no planning update#
You can also use the Account Status window to update individual accounts. You’ll see what accounts were updated, how many new transactions (if any) were downloaded, and the date and time of the last update.
Get more information about your last account updateĭo you want to see what was updated the last time you updated your accounts? Go to Window menu → Account Status. This brings up a menu that allows you to Edit a Security or see an overview (a web page that has news and information). Click security names to see more informationĪ quick way to get more information or edit a security is by clicking on the security name in the Portfolio View or in the Investment Dashboard for the Holdings and Top Mover cards. From the list, you can see what securities you are tracking, edit or delete those securities, and add new securities. See all your securities in one placeĭid you know that if you use Quicken’s investing features, you can quickly bring up a list of your securities? You can access your Security List by going to Window menu → Securities or pressing Shift+ Command+ R. The more you know, the better your Quicken experience will be. You’ll find tips here for both beginners and power users. To help you find new ways to use and improve your Quicken experience, we’ve assembled a number of tips. There are so many features that it is easy to miss many of the things you can do. Quicken is a powerful personal finance tool with a wealth of features.
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