01-30-2014, 07:53 AM
I've been downloading transactions from multiple brokerages into Quicken 2007 and earlier for many years. Works great! Every once in a while I may need to update a transaction, but for the most part it is seamless.
Quicken keeps track of all dividends/reinvestments and capital gains
I use the one-step download which downloads all accts at once (except for 2 credit card accts which download via web download). This is not onerous, just need to do it monthly.
Edit to add that my 401k doesn't download, so I don't track it in Quicken.
Quicken keeps track of all dividends/reinvestments and capital gains
I use the one-step download which downloads all accts at once (except for 2 credit card accts which download via web download). This is not onerous, just need to do it monthly.
Edit to add that my 401k doesn't download, so I don't track it in Quicken.