Greetings,
After 17 years with the same file, I decided at year-end (now) to start a new file, keep both old and new updated for a few months, then switch to the new one in 2026.
Boy is this turning into an ordeal.
If I set up Schwab first, then it only finds some of my UBS accounts.
If I set up UBS first, then it does let me add all my Schwab accounts.
But now I wish to continue and add my Wells account, and Quicken skips the screen where one can decide, for each account, whether to add or link or ignore each of the accounts it found.
Rather, it just adds them to the register.
I can probably edit each individually to get where I want, but surprised this late in the game things are still problematic….
