A little help

Jul 04, 2015 2 Replies
J

I am along time user of Quicken, but I have a couple of problems that are annoying;



  1. We get two Social Security payments, that are labeled identically by SS and the bank where they are deposited, but have different content. Quicken invariably mismatches these so they have to be edited every month. Because they are named the same I don't believe I can name them differently.
  2. I have two accounts with Vanguard. I would like to add both to the update process, but can't seem to do that. I can do one, but not both.

I would welcome any suggestions.


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Z

#1 Do you have a second account to deposit the second SS payment into? If yes do it and transfer from that one to where you want it.

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M

I also have two SSI deposits and manage them using a memorized transaction showing who it is for and the amount. SSI down load is one payment with a combined total for both accounts that shows coming from SSA. Since these deposits occur on the same schedule which for me is the second Wednesday of each month. So each month 3 down loaded transactions are recorded. 2 with a zero amount, and one with combined total. So then I have 5 transactions for SSI 2 memorized with correct amount for each and and one with the combined total which (and I know is not kosher) I zero out the amount and keep the bank label for tracing). Been doing this for 10 years with no confusion.

As for Vanguard I have 5 accounts and each has a separate account numbers that Quicken uses to get transaction and price quotes each time I do an update. Been doing this for 10 years also. I presume your Vanguard accounts have different numbers so when you set them up they should down load separately during the one step update.

Marty

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