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Posted by PSJ on April 29, 2006, 10:31 am
Please log in for more thread options > Dennis G. Rears wrote:
>> I am using Q2005. I currently have in quicken a brokerage account
>> (individual stocks) and three mutual funds with the same company
>> USAA. Is it possible to merga all accounts? Is this advisable?
>
> I have several investment accounts with USAA. They offer direct downloads
> to Quicken; if you want to take advantage of that, you should setup your
> accounts to match what USAA expects. In my case, in Quicken, I have a
> non-retirement brokerage account, a non-retirement mutual fund account; a
> retirement brokerage account, and a couple of retirement mutual fund
> accounts (Traditional, Roth).
>
> Yes it is possible to merge Quicken accounts: export to qif, then follow
> the instructions I posted in a thread titled "How to Import QIF Files to
> Non-cash Accounts, post Q2004 " in the "Other Topics" in the Quicken
> Support Forums. (I and others have also posted those instructions in this
> newsgroup and other discussions in the Quicken Support Forums.)
>
>
> --
> John Pollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup
>
If you have a brokerage acc't w/USAA you just need the brokerage acc't #;
however, if you have mutual fund acc'ts USAA uses obscure #'s assigned to
each acc't. Not all tech support knew this when I first started trying to
download (they may now, this was several years ago). If this is the case
w/your situation do a backup & then see which transactions match each acc't.
--
PSJ
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