(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?
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