How do I download asset classes

Quicken automatically downloads asset classes for all your securities, even mutual funds. The procedure below will let you override the automatic download and assignment of asset classes for your securities.

  1. Click the Investing tab.
  2. Click the Tools button, and choose Security List.
  3. Click the name of the security that you want to change.
  4. Click Edit Security Details
  5. In the Edit Security Details dialog, change the asset class information, as necessary.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.