I use Quicken 2008 for tracking my bank accounts, networth, and hopefully stocks if I can get it running.  I tried calling Zecco the other night about the issue but got a rep that didn't know the answer and she reffered me to a number that wasn't open at the time.  Does anyone here use Quicken or even Microsoft money and know how to add a Zecco account since it isn't listed?  Also, I noticed Penson is listed in Quicken, so do I track them throuh Penson since this is where our money is handled?  Anyone have any suggestions or should I call try calling another Zecco Rep?  thanks for any info.

Yes, I'm using Quicken to track transactions at Zecco.   Once a month, I download data from Zecco and import them into Quicken.  Just go to "Account Records",  "Investment Data Download", select the date range that you want and click "Download To Quicken".   This would give you a file you can import into Quicken.

Awsome..Thank you.

You're welcome!   When it comes to tax time, Quicken will generate and export your schedule D-1 into TurboTax.  Just a couple clicks and you are done.

FYI:  You can not import data from TDAmeritrade and Zecco directly into TurboTax or any other tax packages.   Sure,  TurboTax has the option to download data directly from TDAmeritrade or Zecco, but these brokers refuse to export the "purchase date" and the "paid amount".   Without these two important columns, the IRS will think that you buy all your stocks at $0.  

cost?

chusubaxter:

cost?

I'm not sure what you are asking!  Cost of Quicken, Turbo Tax, or Zecco?  

Does any one know if Quicken will work with zecco for a mac computer?

Sure, they do make Quicken for MAC

i know they make quicken for mac but is zecco compatible with it? Will i be able to download transactions?

Stardust:

You're welcome!   When it comes to tax time, Quicken will generate and export your schedule D-1 into TurboTax.  Just a couple clicks and you are done.

FYI:  You can not import data from TDAmeritrade and Zecco directly into TurboTax or any other tax packages.   Sure,  TurboTax has the option to download data directly from TDAmeritrade or Zecco, but these brokers refuse to export the "purchase date" and the "paid amount".   Without these two important columns, the IRS will think that you buy all your stocks at $0.  

 

Great info. I tried today to download into money and kept getting an error for the zecco site. Tested download for quicken and got the same error. I wonder if money will create a schedule d. Got a free copy from msft. Can quicken handle option trading? It is interesting that you mention the brokers refusing to export the purchase date info into turbotax. I can only wonder their thinking as to why they dont support that?

Rob

robertw477:

I tried today to download into money and kept getting an error for the zecco site. Tested download for quicken and got the same error.

They probably took that part of the system down for maintenance during the holiday weekend or something.  Just try again tomorrow...there shouldn't be any error. 

ds

ss I just make a mistake to deposit through ach and there's no way to cancel the transaction. My bank account has been closed and zeccccccccoooo is charging me $25. They make money from the fees, so beware guys.