I recently converted from Quicken for Windows (R17.6) to Quicken for Mac that resulted in incorrect
I recently converted from Quicken for Windows (R17.6) to Quicken for Mac. Most of the conversion went well with the exception of Investment accounts. Several of my accounts did not convert completely. I followed all the recommended pre-conversion steps (validation of the Quicken file, etc.). I performed the conversion twice and got the same result. Is there a way to delete the incorrect investment accounts and then create them anew from the online accounts for the investment manager?
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You may also be able to get a longer history in the form of a QFX file downloaded from the brokerage. How far back that may go depends on the brokerage.
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(Canadian Q user since '92, STILL using QM2007)