nortonclinic ✭
I set up download transactions on an account where I have money invested in the three funds: two are Roth IRA and the other is a 403B. I'm trying to keep them separate. When I set up them up, the first two worked perfectly, and downloaded only the transactions for that account. The third one appears to be fine - only transactions from that account are listed, and the share balance is correct - but in portfolio view, Quicken as included one of the other accounts as well, so that account is "counted" twice: once as the stand alone account, and once inside the third account. It's not a huge problem, since it's not a ton of money, but is there any way to "disconnect" this combined account? I tried switching to manual download, then re-doing the auto download, but got the same result each time. I'm using Quicken for Mac 2019. Thanks!
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