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For those few Quicken users left, if you have money at My529 for college savings

| May 07, 2019
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For those few Quicken users left, if you have money at My529 for college savings, this might be helpful.

I've discovered a way to enter all the multiple liquidations each month for each child without manually having to select the cost basis methodology.

Previously, it took me about fifteen minutes to go through my four children's transactions each month, and get them entered into the system because of the cost basis calculation requirement.  It wouldn't automatically just accept all transactions; it required each one of them to be entered individually.

However, I finally figured out a "hack"!

If you just select the first of the downloaded transactions and just slam the keyboard 20 or some times, and then look away from the computer and do something else, it works.  All the pop of messages that ask "are you sure you want to use first in first out accounting" etc. go right by.

If you have any other tips, please send them my way.  I'm always trying to get Quicken to work just right, and have been at it for over 20 years now.

Thanks for taking a look!

Tom

This article represents opinions of the authors and not those of their firm and are subject to change from time to time, and do not constitute a recommendation to purchase and sale any security nor to engage in any particular investment or legal strategy. The information contained here has been obtained from sources believed to be reliable but cannot be guaranteed for accuracy.

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