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@REPLYADDR Ken Blake <Ken@invalid.news.com>
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On Tue, 05 Sep 2023 14:29:52 -0700, Ken Blake <
Ken@invalid.news.com>
wrote:
>On Tue, 5 Sep 2023 13:08:00 -0700 (PDT), John Pollard
><
8plus7isf@gmail.com> wrote:
>
>>On Tuesday, September 5, 2023 at 2:55:47?PM UTC-5, John Pollard wrote:
>>
>>> It`s not "instead of": it`s a question of timing.
>>> Transfer the holdings to the new Quicken accounts
>>> before you do the first download to the new Quicken
>>> accounts - that download will happen at the conclusion
>>> of the Add Account process.
>>>
>>> If you transfer your holdings in Quicken, before you
>>> activate the new Schwab accounts, it will likely be
>>> easier to deal with the transactions that Schwab is
>>> going to download during the Add Account process.
>>
>>You might want to do a trial-run in a New (test) Quicken file.
>>
>>Manually create one Quicken account for each Schwab account.
>>Initiate the Add Account process for Schwab,
>>making sure each downloaded Schwab account is Linked to
>>the correct existing Quicken account.
>>
>>At the conclusion of that process, take note of the transactions
>>Schwab downloads. Some (perhaps all) of those transactions
>>will represent the transfer of your holdings from your previous
>>brokerage to Schwab.
>>
>>You will not want those transactions when you do the
>>download to your regular file. Instead you will want the
>>transactions that Quicken will create when you use the
>>Quicken "Transfer shares between accounts" pseudo-transaction.
>>
>>Doing the test run should give you a good idea what to expect when
>>you do the Add Account for real.
>>
>>You should be able to see just
>>which Schwab transactions you will want to delete when you do
>>the Add Account process in your regular file -
>>because your Quicken "Shares transferred between accounts"
>>pseudo-transaction will transfer your holdings
>>more accurately/completely than the transactions
>>Schwab will download.
>
>
>Thanks very much for this and your other two messages I just read. No
>time now, but I`ll follow your suggestions tomorrow.
Now I can`t do an OSU at all.
I thought I would do an OSU before doing anything. I tried. It
completed one CC account then froze as it was trying to do the others.
I used Task Manager to end task and restarted Quicken, I asked whether
it should install the update it had downloaded. I said yes and it did.
Then I tried an OSU again. It froze again.
I tried deactivating a TD Ameritrade account. It froze on that too.
I opened the backup file it made before installing the update and
tried again. It froze again.
I rebooted and tried an OSU again. It froze again.
I tried doing a backup. It resulted in the message "File not backed
up."
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