Quicken says" A wizard will guide you" but it doesn't show.

DeepDiver
Member ✭✭
I have transferred a brokerage acct. with multiple "Removed" entries. But Q says needs additional info and a "guide" will be provided. BUT NOTHING happens?
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I tried to copy/paste the actual response by Q didn't allow that??? WHY?0
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Hi @DeepDiver,
Can you tell us which brokerage account you've recently transferred to? Also, when you say "with multiple 'Removed' entries" are you saying that you performed a manual "transfer" of securities in your Quicken file to effect the move to a new brokerage, or did something else trigger these entries. If it is something you performed, can you tell us the steps that you went through?
Also which version of Quicken are you running?
Get back to us and we'll go from there.
FrankxQuicken Home, Business & Rental Property - Windows 10-Home Version
- - - - Quicken User since 1984 - - -
- If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you. -0 -
Quicken needs you to specify which lots or portions there of were removed (same thing happens with a sell).
-splasher using Q since 1996 - Subscription - Win10
-also older versions as needed for testing
-Questions? Check out the Quicken Windows FAQ list0 -
[Removed-Speculation] In the process of xfring my late wifes assets multiple errors occurred re "Removal" and "Added" holdings. Very disappointed. Now trying to straighten out the mess.0
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DeepDiver said:[Removed-Speculation] In the process of xfring my late wifes assets multiple errors occurred re "Removal" and "Added" holdings. Very disappointed. Now trying to straighten out the mess.Signature:
(I'm always using the latest Quicken Windows Premier subscription version)
This is my website: http://www.quicknperlwiz.com/0 -
DeepDiver said:I have transferred a brokerage acct. with multiple "Removed" entries.But Q says needs additional info and a "guide" will be provided. BUT NOTHING happens?At what point, where in your actions, is Quicken saying this?I tried to copy/paste the actual response by Q didn't allow that??? WHY?Are you saying this forum (which is not really the Quicken program), didn't allow it. Again, what did you actually do? How did you make a copy? How did you try to paste it into this forum? How did it get 'not allowed'?
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