(Sort of) New Setup

I’ve been using Quicken for Mac for a number of years. After the last debacle with Charles Schwab and a number of other reconciliation issues, I’m considering setting up a new version of Quicken Mac which would start from 1/1/22 and I would archive my other set of data for research/IRS purposes. Can anyone point me to resources that will help me strategize account setup/downloads?

Answers

  • Quicken Jasmine
    Quicken Jasmine Moderator mod
    Hello @Tucson_Dan,

    Thank you for contacting the Quicken Community with this question. 

    What are your main account types with Quicken (Checking, Investments, etc.)? What is your purpose/goal with using Quicken? 

    These are some questions that may help to aid in finding the correct resources for you to use when setting up your new file. 

    I look forward to hearing your response.
    -Quicken Jasmine
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