Still some questions in my mind, but it's pretty much working.
Downloading broker statements with Direct Connect. Some transactions at the bottom show as Match. Fine. Matches existing transactions.
Now some that say New. I find no choice except to Accept or Finish Later. OK... I now see I can Delete. No choice to void, or modify the transaction as it comes in. I don't see how to add or modify a memo without first accepting. Am I missing something, or is that the way it is?
The extra new transactions came in as ReinvDiv while they were separate DivX and BoughtX in existing transactions. So I decided that deleting the ReinvDivX.
What is the difference between a Div and a DivX, and etc vs etcX transaction?
It wanted to add shares for the money market. I un-checked letting that happen. I would expect the money market balance to be represented in the associated cash/contributions account. If there are not BoughtX and SoldX (or equivalent) transactions downloaded for the money market, it would be foolish to have Quicken try to track the money market balance. Otherwise the cash account and the money market holding values would be duplicated. So it may be that I will just have to keep unchecking the offer to update the money market holdings.