Hello there. I bought a copy of Quicken XG 2006 a while go and finally got around to installing it last night. My goal in using this is to summarize my personal finances and look at them in a meaningful way.
Well, I can see that I need to have a resource to learn from beyond the Help file, and I was wondering what that is. I've already some learned from reading old posts here, but not for the main thing that I'm stuck on so far. So is it the "Dummies" series, or Video Professor, or...?
In the meantime, any thoughts on how I can enter bank RRSP accounts into Q to which I already have online access? Q shows a list of online "partners", but the bank I use isn't there. Do I have to enter the data manually, or is there a way to automate it? I saw a thread last year sort of close to this question, but the result seemed to be that third party software was recommended.
Q's suggestion was to invest with one of its partners. Doh! Why didn't I think of that? :)
Also, the talk in Q's Help file about Canada Savings Bonds assumes that I buy them in whole amounts, but in my case I have a Payroll Savings plan at work. How do I set that up in Q?
Thanks in advance