Quicken - help reconcile accounts, transfers, deal with matching stock lots etc.

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Please know Quicken well. I have multiple investment accounts that have historical errors, data feeds in but unable to reconcile (e.g. stock lots don't match), some categories need to be combined or simplified. And shared debit account needs splits so that only half of each is for me (other half is my partner). I imagine a few hours will be needed. I'm in Oregon USA but we can use zoom and Teamviewer or equal. Since I'm trusting you with my financial information, I will need verification that you are knowledgeable, reliable and trustworthy.

Keyword: Data entry

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