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Re: Best practice for moving from manual entry/direct connect to web connect without data loss
You don't have to lose anything. One approach would be to transfer your holdings to a new Account. That should result in correct Holdings in the new Account and no securities in the old Account.…2 -
Re: Can't activate multiple Schwab accounts
One thing you might try here is to open the Account List, and deactivate all Schwab Accounts for downloading. Make sure every Schwab Account including closed, hidden, are deactivated. The do Edit >…1 -
Re: What's the best way to go about adding historical values for my 401(k) and IRAs?
I'd say that Add actions - and maybe Remove actions - are the way to go here, maybe 36 of these actions for each security, starting at the date the account was opened. You can't really star…1 -
Re: Treasury Bill Transactions in Quicken
I'm intrigued that T-Bill maturities are being downloaded at different times with different Quicken actions.In this post https://community.quicken.com/discussion/comment/20312233# another user c…1 -
Re: Quicken CLASSIC, DESKTOP, how to delete line of a split transaction
Simply select the line you want to delete and press {Ctrl}-d. That deletes the entire line.1
