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I'm not sure if you can do that with the OSX version, but it's very robust on the windows side either with Quick Connect or QIF files. Quicken setup ira account without individual securities download#Being able to download all transactions like credit card statements, brokerage accounts, etc has been a godsend. ![]() I gave up on Quicken for MacOS about 6 years ago and now I use Quicken 2011 through win7 on a VM. Last edit at 11:53PM by davester.Ģ0+ year Quicken user here. I cannot recall the last time something like that happened in politics or religion." (1987) - Carl SaganĮdited 1 time(s). It doesn't happen as often as it should, because scientists are human and change is sometimes painful. "In science it often happens that scientists say, 'You know that's a really good argument my position is mistaken,' and then they would actually change their minds and you never hear that old view from them again. I've just spent an hour wrestling with the chaos. Does anybody do this, or have any advice regarding my conundrum. Perhaps just set them up like bank accounts and change the value every now and then, while not bothering to have money dance know exactly which securities I have in each account. Although it'd be nice to have Moneydance have all of my investment data completely up to snuff all the time, it just is not critical, so I would like to simplify my investment accounts. I was just realizing that all of this detail is not really necessary. I suppose one possibility is to get everything set up with proper balances and then on a regular basis import statement data from every single account, but that would seem to be an onerous task. Unfortunately, when you set up an investment account in quicken or money dance, you really do need to track all of those bits to keep your balances in place. Since my wife and I between us have many investment accounts (iras, sep-iras, 401ks, you name it), each of which has a number of securities, our investment tracking would be horrendously complicated if we accounted for every monthly dividend on every security. I currently use Moneydance for tracking investments, although the same question applies to quicken.
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