My name is Kathryn and I am the forum moderator for the Quicken Personal Finance Software User Forum. My goal in this position is to keep user to user communication running as smoothly as possible, and to foster this ever-growing community of Quicken users. In short, I am a guide, making sure that everyone ends up in the right place whether they have a question, a comment, or help for other users, and making sure that problems and queries about the forum are resolved as quickly as possible—
Enjoy!
Quicken Kathryn
Quicken Kathryn
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I hope I can get an answer regarding the operating system, 2003 v/s 2006 or 2007.
I have been using quicken for several years and upgrade every two years. Currently using 2006 Premier, and to put it mildy, am totally frustated using the register in the investments area.
I can no longer transfer my data as I have done for many years. :-(
Explanation is in order:
I used to a sell X and transfer assets from one mutual fund to another. If I do a sell X now the total shares do not move from that account. Now I need to do a remove in the register, put the assets into a core account, then move the money from the core account to purchase additional shares?
PLEASE reply, if I am doing something incorrectly? Or is my quicken system corrupt?
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How do I include savings accounts (cash)the the asset allocation profile, so I can get an idea of our asset allocation
