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Re: Which of my data is stored on Quicken servers?
@Chris_QPW "Note I think Chase is the only one that did it so far for both banking and investment accounts." Schwab has a bank and the changeover applied to both the bank and the brokerage.1 -
Re: Online vs Ending Balance differences
Well certainly one reason those two numbers might not agree is that the Online Balance reflects all transactions processed by the Financial institution while the Ending Balance also inculdes future t…1 -
Re: Treasury Direct - T Bills
Of course you use the money transferred from your checking Account into the Treasury Direct Account to buy the T-Bills using the Bonds Bought Action. Since the T-Bills are sold at a discount the pric…4 -
Re: 401k changing brokerages
You should be able to simply use the existing Account. Do Tools > Add Account, find your new financial institution and sign in. Quicken should find that 401(k) account and you select it. When Quic…1 -
Re: Switch All Securities to Average Cost Basis upon Sale
Not that I know of. Have you tried Validating the file and Rebuilding lots to see if that speeds things up?1
