AMP said: Thanks for the info, but my problem is with investment accounts. Two questions come to mind: !. Are you familiar with the FAQ that discusses that problem? What has happened is that Quicken/Schwab has created redundant investment accounts, instead of updating the current accounts. The new accounts, were updated from Dec 15 to now, but not the old accounts. Perhaps, I made a mistake when doing the downloads and selected new accounts instead of the current ones. So. I'm considering starting over by deleting the new accounts and re-do the schwab download aimed at the current accounts. 2. Does this seem like the proper way to solve this matter? Of course, I" will backup before doing any actions. Cheers Andy