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Re: How to transfer investment accounts to a new financial institution
What should work here - make a back up first - is to disconnect the Account from the old financial institution, then edit out the “institution” information on the General tab. With that done go back …1 -
Re: I have 2 separate Chase logins ID's and I used to be able to get all Chase accounts to update now it
Not too long ago Chase quit using the Direct Connect method of downloading into Quicken in favor of Express Web Connect+. EWC+ doesn't involve sending your login ID and Password to Chase, but in…1 -
Re: Investment Account cash issue
That sounds like some sort of data corruption issue if the dates for the report and the date shown in the Holdings view are the same. What leads you to believe the $2,750 figure is cash? I'd gue…1 -
Re: TREASURY NOTE/BOND PURCHASES
Setting up a Treasury Direct Account in Quicken is easy. You'll create it as a manual (non-downloading) Account, you'll transfer money into that Account when the buy occurs (the Treasury wi…1 -
Re: Mutual Fund Cost basis adjustments
"I have not found a way to record these payments accurately (a cost basis adjustment)."What I do is to make two entries "as of" 12/31/XXXX. The first entry is a reduction of divid…1
