To better support our customers, we’ve updated the FDIC core cash position in Quicken ®. Now, an FDIC core cash position will be treated as Cash instead of as a security. This will suppress additional end of day net activity (Purchase and Redemption of FDIC Core) which displays daily for accounts that have an FDIC core cash holding. Follow the steps below and this will then provide a more accurate cash available balance in Quicken and suppress any Redemption and Purchase Core activity from displaying. ![]() Transfer Quicken to Another Computer. Download the Presto Transfer Quicken program to help you safely--and legally--move Quicken files between computers. The program is available as a free trial from a variety of websites. Keep in mind that it allows for just one free transfer, and once completed, the transfer cannot be undone. May 10, 2018 - How do I move an account from one group to another? Choose Tools menu > Account List. Click the Edit button next to the account you want to move. Click the Display Options tab. Change the Account Intent options, as necessary, to move the account from one group to another (for example, from Spending to Savings). You will only need to make this change once. Step 1) Remove your Consolidated FDIC Holding. This can be accomplished by the following steps: • In Quicken's main menu go to Edit > Transactions > New • Enter Transaction as Remove – Shares Removed in the dropdown • Select Consolidated FDIC in the Security name dropdown • Select Specify Lots button to remove for each lot for the account that it is held Step 2) Select the Cash link (shown below) to update you current cash value in Quicken. Once completed, these steps will not be required again for future downloads. This will also suppress unnecessary Core Purchase and Redemption Transactions from displaying. Note: If you have not already been deleting extra core transactions from their existing transaction view, it may be required to delete extra activity seen as Core FDIC Insured Buy/Sell transactions in the existing Quicken registry. If the following message is being presented, it can also be addressed by following the steps below. Step 1) Keep the box checked and select for Consolidated FDIC position and then select the Accept button. This will also remove the Consolidated FDIC position. Note: Quicken will delete the Consolidated FDIC position after this step; however if you have multiple lots created, you may need to follow Step 1 mentioned above. Step 2) Follow Step 2 mentioned above to now update current cash value. Did you know you could avoid the steps above by creating a new Quicken File?
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. Archives
March 2019
Categories |