Merging Accounts


D

Dennis G. Rears

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?

dennis
 
Ad

Advertisements

J

John Pollard

Dennis said:
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.)
 
Ad

Advertisements

P

PSJ

John Pollard said:
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.)
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.
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Similar Threads

Merge Accounts 5
Merged accounts not staying merged. 0
Merging accounts 1
Merging Accounts 0
Merging accounts? ? ? 0
Merging accounts 2
Merging accounts 0
Merging Accounts 1

Top