Provide the ability to group multiple T.Rowe Price online holdings into one Quicken account
DJW
Member ✭✭✭
Provide the ability to group multiple T.Rowe Price online holdings into one Quicken account
I would like the ability to have multiple T. Rowe Price Non Brokerage account Holdings in a single Quicken account.
Scenario;
Quicken currently recognizes three types of T.Rowe accounts;
(T. Rowe Price Retirement Plans): (Retirement)
(T. Rowe Price): (Non Brokerage)
(T. Rowe Price Brokerage) (Brokerage)
I currently have 1 'Retirement' account and 2 'Non Brokerage' accounts with T.Rowe.
The retirement account allows multiple securities in one account.
The Quicken ‘Add Account wizard’ recognizes the account and each of the Holdings.
New Transactions are recognized in One Step Update.
This is the desired behavior.
The non brokerage accounts allow only one Holding per Quicken account.
The Quicken ‘Add Account wizard’ (Online Account) recognizes all of the Holdings in individual Quicken accounts.
- There is no distinction between my 2 T.Rowe accounts, just a listing of all the Holding s from both accounts each in an individual Quicken account.
- Allowing me to ‘Group’ these Holdings into Quicken accounts would facilitate the reporting I desire.
The partial workaround;
Create 2 individual Offline Quicken accounts.
Manually enter each Holding.
The Daily Prices track.
However when I try to map these individual Holding to the online T.Rowe accounts I can only have one Holding per Quicken account.
- So I cannot have the transactions for these Holdings updated via One Step Update.
The reporting matches all the other Investment houses.
The downside is this partial workaround requires me to manually enter each transaction.
I would like the ability to have multiple T. Rowe Price Non Brokerage account Holdings in a single Quicken account.
Scenario;
Quicken currently recognizes three types of T.Rowe accounts;
(T. Rowe Price Retirement Plans): (Retirement)
(T. Rowe Price): (Non Brokerage)
(T. Rowe Price Brokerage) (Brokerage)
I currently have 1 'Retirement' account and 2 'Non Brokerage' accounts with T.Rowe.
The retirement account allows multiple securities in one account.
The Quicken ‘Add Account wizard’ recognizes the account and each of the Holdings.
New Transactions are recognized in One Step Update.
This is the desired behavior.
The non brokerage accounts allow only one Holding per Quicken account.
The Quicken ‘Add Account wizard’ (Online Account) recognizes all of the Holdings in individual Quicken accounts.
- There is no distinction between my 2 T.Rowe accounts, just a listing of all the Holding s from both accounts each in an individual Quicken account.
- Allowing me to ‘Group’ these Holdings into Quicken accounts would facilitate the reporting I desire.
The partial workaround;
Create 2 individual Offline Quicken accounts.
Manually enter each Holding.
The Daily Prices track.
However when I try to map these individual Holding to the online T.Rowe accounts I can only have one Holding per Quicken account.
- So I cannot have the transactions for these Holdings updated via One Step Update.
The reporting matches all the other Investment houses.
The downside is this partial workaround requires me to manually enter each transaction.
Using Quicken since the 1980's
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