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


G

Gary

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?
 
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J

John Pollard

Gary said:
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.
 
J

Jeff

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

John Pollard

Jeff said:
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.
 
J

John Pollard

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.
 
G

Gary

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

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

Thanks!!!
 
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J

Jeff

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

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