QM 2007 to QM Deluxe 2018 - double-up value in investments, calendar
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(1) I am having what I believe to be a duplication issue; and (2) I would really like to know if there is documentation. I've been on Quicken forever, but held off upgrading from QM 2007 until now. Currently, I am just running QM2007 and QM Deluxe 2018 in parallel. While I am SO unfamiliar with the look and feel of 2018, I know one day it will make sense. The calendar is just not as intuitive as 2007 - I don't like seeing both sides (accounts) of the entry. But, my bigger issue is that I liked importing the 2007 investment transactions from Fidelity using a .qif file. I get it, it doesn't work that way anymore. But when I update my Fidelity accounts in 2018, I end up with about twice the balances that show in 2007. Any clues as to what is happening? Can I update based on filters or thresholds or time periods? Here is #2: Is there a Tutorial or PDF documentation that I can pretend as if I am starting from scratch to learn 2018? I just want to 'read the owner's manual' and then proceed.
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Derek,
You might be having an issue with Placeholder transactions in the Fidelity account. Take a look at the link below and post back if that doesn't solve it.
FAQ: What Are Placeholder Transactions in Quicken for Mac?Quicken Mac Subscription; Quicken Mac user since the early 90s0 -
Unfortunately, there is no quick start guide but check out the following to see if it helps:
Where to find a Help Guide for 2016 (onward)?
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(Canadian user since '92, STILL using QM2007)
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