![]() Custom reports Quicken Essentials will not import any custom reports you created in your old data file.Instead, the balance for the new account will be 0.00 until you do an online update, at which point Quicken Essentials will update the balance to the current balance for that account. But it will not carry over the transactions. When you convert your data, Quicken Essentials will create an account for each of the investment accounts you have in your old data file. ![]()
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