JimJ ✭✭

USAA-yes, the download I asked about is from USAA. Many thanks for the ideas you all presented. will post back if I can get it working correctly.

I've used Quicken for 20+ years I think. for past few years I wanted to start over-get rid of ancient mortgages and credit cards etc. this hassle was my wake-up. Yesterday I started over (convenientl…