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Posted by MikeB on April 14, 2006, 11:36 am
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John Gregory wrote:
> I need guidance on setting up a brokerage account to communicate with
> Quicken 2005 HB.
>
>
>
> For many years I've held shares in certificate form as well as allowing the
> various companies to hold some on their books. The entire investment was
> recorded in an account called "Stocks" in Quicken. Transactions were posted
> to "Stocks" from the statements.
>
>
>
> Last month I've opened an internet brokerage account and transferred the
> shares held on company books into the new internet brokerage account;
> Scottrade. I've done nothing with Quicken yet.
>
>
>
> I would be interested in making the link between Quicken 2005 HB and the
> Scottrade account as I've been lead can be made. provided it isn't fraught
> with glitches. I'd like to view a video or read a step-by-step set of
> instructions that would show me what gets transferred and how it works
> before I tamper with anything.
>
>
>
> Q1) If something like this does exist, please point me to it.
>
>
>
> My plan is to create the brokerage account as "Scottrade" in Quicken then
> manually transfer from "Stocks" the shares that were electronically moved
> from the companies to the brokerage. Then, when I fell comfortable about the
> link between the brokerage and Quicken. and understand how it will work and
> on what data. I'll complete the task.
>
>
>
> Q2) Does this make sense?
Do it in a copy of your data file. That way you are not betting the
house on it working first time round and you can always start over or
abandon the first effort.
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