Tracking T-Bills
yuriw
Quicken Windows 2017 Windows Beta Beta
I started investing in T-Bills and in general understand that Q treats them as regular security.
I use Schwab and download every buy. When that happens Q adds a new security name for every new T-Bill. Now I tried simplifying it (for a t-bills ladder) by using one name for say 4-weeks T-Bills, something like "T-Bills 4-weeks" and I can assign all buys to it.
However Schwab does show discrepancies between what is recorded in Q vs what is in Schwab account.
Did anybody figure out how to solve this issue?
So for now, I have to add a new security for every new t-bill in order to keep good bookkeeping. And therefor related second question - how many security names can Q have?
Thx
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Comments
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That 2,000 figure is generally considered a 'soft' limit. No one knows for sure what that means either; other than your file doesn't explode when you hit 2,001. Several users have reported security counts well in excess of 2,000 and experienced no identifiable related issues.0
This discussion has been closed.