#Ubs login for turbotax series#
#Ubs login for turbotax download#

Maybe you are referring to:Įdit -> Downloaded transactions -> Compare account portfolio after download -> Edit Settings and deselect the accounts you don't want it to do the compare on. I will rely on downloads directly from UBS into TurboTax account at year's end.I'm not exactly sure what option you are talking about when you say 'Do Not Enter Placeholders' I have never seen such an option. Unless someone can outline a solution that works, I am going to give up struggling and do nothing more than ensure that my account totals are correct by making whatever adjusting entries are necessary.

I will rely on downloads directly from UBS into TurboTax account at year's end. These errors included listing some shares as a negative number, and in-loading shares from an account at a different broker.

Maybe the problem is with UBS - initially there were lots of errors in the transmissions, starting with a complex series of entries relating to a change in account number at UBS because of a change in my will. It keeps my checking and savings accounts just fine. I have been a Quicken user for over ten years, mostly in accounts with only a few positions. I could not get this to work - at one point the title line of the placeholder with the correct number of shares had an overstated purchase price, while the next line had the same number of shares with correct price. That finally done, I tried to get one single stock purchased back in 2007 to appear with the proper share count and purchase price. Apparently, Quicken inserted 21 duplicate Placeholder transactions for every holding EVERY TIME I DID A DOWNLOAD from my broker! This means I had to Delete All over and over from mid-2013 to date. At first I thought that Delete All was doing nothing - then I noticed that the dates of the entries were advancing with each Delete All. I found that 'Delete All' in fact deletes only those entries on the screen. Then I tried to delete the accumulated 21 placeholders in this account. Based on what I read, I set Preferences to Do Not Enter Placeholders. I have been reading many of the messages in this Forum relating to placeholders. In my UBS account with over 70 positions I've been trying for days to resolve placeholders with a zero balances so I can track the p/L for each stock position.

#Ubs login for turbotax download#

#Ubs login for turbotax series#