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Re: Quicken Data Files were "copied" - now they affect each other for online accounts
The file names aren't what Quicken is looking at here, it's looking at an internal file number and the file numbers of the two files are the same because, I expect, you used the Windows &qu…1 -
Re: Handling Schwab's Purchase of TD Ameritrade in Quicken
@mshiggins On the Schwab site Profile > Security Settings > scroll down to "Third-Party Access to Account Information" to see what's enabled: But i don't think the actual &q…1 -
Re: Entering an RBCO rollover to IRA
Are you attempting to come at this from the standpoint of modifying a "joint" data file, one that accounted for the wife's TSP, or are you creating this out of whole cloth in a new Qui…1 -
Re: Vanguard download missing an account
Looking at the OFX file after attempting a One Step Update for all Accounts, have you looked into that file to see if the "missing" Account is included at all? Did they all used to be updat…1 -
Re: How to view/report/compare gains from a money market portion of IRA?
Do Reports > Investing > Investment Performance using that Account as the source and setting whatever time frame you want to use. Select only the money market fund as the sole security. You…2
