jacobs Beta

I am not sure if this is the place to post this or not, however, I'll start here. I am looking to find someone to teach me Quicken (Mac Subscription) investments below 101 ;-) I have used and loved Quicken since the early 1990's, love money management, have been a technology security specialist for a career for decades, am exhausted with teaching myself everything, know nothing about investments and want to learn = looking for a mentor / teacher for Quicken for Mac investments and anything / everything investments starting with basics and ground level. I have specifically opened an Acorns account with which to learn. Would you be interested in mentoring / teaching or know where I can start? Thank you!

I am using the latest Mac subscription but cannot open older 2007 files, Ive tried everything. Do you know anyone who can open them for me and export them so I can use them in my latest quicken and Mac software?

I wanted to thank you regarding Citizen’s Bank. I changed my institution name per your guidance, and it appears to be connecting successfully and getting my transactions. When I updated my settings, it said the data would come from Intuit. I assume that’s a holdover from before Quicken was separated from the Intuit company. So, I assume Citizens (and other banks) send their customer data to Intuit which houses the data on its servers. And then Quicken connects to the Intuit servers to grab the data for download to me. Thank you.