Hello @pjwomack1944
Thank you for reaching out on the community and telling us about your issue. If you're looking for a way to have someone help you in a personalized manner I would recommend contacting Quicken Support via phone so that we're able to help you and guide you through the process. I'll leave our hours down below so you can find a time that works best for you.
Thanks,
Quicken Francisco
Quicken Phone Support Current Hours of Operation:
Monday through Friday
5:00 am to 5:00 pm PDT