download set-up not allowing linking Quicken account name to multiple T Rowe Price funds
I am setting up QM2017 ver 4.8.3 using OS Sierra. When I attempt to set-up my TRowe Price funds I am only allowed to link One TRP account (fund) to the existing Quicken Account Name although I see all of my TRP accounts available to select. Is this a problem distinct to QM2017? Is there a work around. Was looking forward to finally stop adding transactions manually but this situation is a no go. Might as well stay with QM2007
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It has 5 mutual funds, but QMac 2019 only lets me link to one.
Or put another way, it wants each mutual fund to be its own account.
Is this a problem with the provider, or Quicken?
My TRP funds are exactly like your QMAC - each fund is a single fund acct.
As a comparison - all my other accts at Vanguard, Fidelity, Chase, Schwab, Ally -
are multi funds under the single account..... the TRP folks are just different.
DOCUMENTATION. Very frustrated with the lack of communication about how
the program has been redesigned) Will this over write my existing
transaction history? Is there a way to append the data to the existing?
More <sarcasm> entertaining </sarcasm> is the way TRP and Q point the finger at each other. TRP lets me log in and see all the funds I have, but sent me to Q tech support for help. Q says TRP sends the data that way, so Q19 has to match one TRP fund to a single Q19 account. "Nothing they can do."
If it's true that TRP accounts are handled properly in Q/Windows or Mint, then it's a defect in Q19/Mac, there's defective Q/Mac server software at TRP, or there's some special code in Q/Windows or Mint for TRP, which could be ported to the Mac product.
This needs to be fixed, and these two organizations need to put their heads together and do so.