====ISSUE ====1-How do I confirm that I've created the CORRECT kind of account in Quicken 2004 Deluxe for my Scottrade "Joint Margin Trading" account?
2-How do I reconcile this account in Quicken 2004 Deluxe monthly?=========BACKGROUND =========O/S = Win2k Pro Patches Installed
Software = Quicken 2004 Deluxe Patches Installed
========Thanks!!! THE END ========
On Thu 07 Apr 2005 02:33:03p, wrote in news:1112902383.572667.20300 @o13g2000cwo.googlegroups.com:
As far as Quiken is concerned, it's just a type "investment" account.
That's a Scottrade problem since they only download some transactions with onestep update. You may have to use your paper statement (after downloading and printing) to make sure everything has been entered into Quicken or download some QIF stuff to get the missing data before you begin your reconcile process.
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