Problem with Q7 IRA's vs, Joint Account

I only use Q to monitor my mutual funds, all under Fidelity's brokerage account plus Govt I bonds and one other mutual fund account, three accounts in all in the past, and with Q7 until the last week or so. I don't use Q to monitor "cash", balance the checkbook, etc., just to monitor the funds/I Bonds. Taxes are no problem, since the tax software downloads fund information automatically at the end of the year

To keep it simple,e over the years, I didn't break our IRA accounts out, just lumped them together any time I added/downloaded information into the transactions register. I just renamed the Ira's to keep them separate from the joint funds, i.e., as an example, say, Cash Reserves, Cash Reserves IRA Dan, Cash Reserves IRA wife. The Summary page accepted the distinction, and downloads automatically loaded into the proper fund, IRAs separate from non-IRAs - I don't need info as to whether the cash coming in is a long or short transaction, etc.

In the last week, I bought a new Fidelity fund, part for the joint account, part for one of our IRAs. Then the problem - Q wants the fund symbol, which I input, also naming the fund as I have done in the past, say Fidelity Canada IRA Dan. Q strips the IRA Dan out and adds the fund to the joint account, unlike my previous experience. I know I can set up a separate account for my and my wife's IRAs, but those "new" accounts will only then input current IRA information, ignoring the many years of "old" IRA inputs. Those old sums show up as additions to the new IRA accounts, so, in essence, they show up twice.

I don't see an easy way to move all of the old information, many years worth, into the "new" IRA accounts. I can essentially archive the old information and restart Q anew, using current figures to setup a completely new Q account, ignoring past information. Not the best solution for me.

Anyone have any comments to the above "rant"?

Reply to
Dan Wenz
Loading thread data ...

Etc.

Hmmm, looks like I can enter the IRAs manually, rather than having Q downloading new accounts (IRA) from Fidelity. Trying that "tactic" now. Hope that makes some sense!

Reply to
Dan Wenz

BeanSmart website is not affiliated with any of the manufacturers or service providers discussed here. All logos and trade names are the property of their respective owners.