Best Of
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Re: Taxable and Sheltered Dividends Inaccurate in Reports
@neloe That shouldn't matter - you can have the same security in both taxable & tax-free accounts. For example, last year I had SPAXX dividends in 3 Fidelity accounts - two taxable and one I…1 -
Re: Taxable and Sheltered Dividends Inaccurate in Reports
there is only one choice available in Window/Security @neloe Are you referring to the "This security is tax-exempt" checkbox on the Security settings window: That checkbox should only be ch…1 -
Re: Fidelity FDRXX Cash Balance Missing - Quicken Mac
Echoing Doug McCann's comments. This has been broken since the change was made to the Fidelity connection method back in ~September.1 -
Re: Fidelity Cutover recognizes the wrong money market fund as cash balance
With this update I was able to manually set FDRXX to my cash position, so I no longer get miscomparisons when I "reconcile shares". Even when I did a new update it did not prompt me to set …1 -
Re: Quicken Classic Mac 8.4 has been released!
I hadn’t thought of that!1 -
Re: Quicken Classic Mac 8.4 has been released!
@Shing Thank you, but I think I fixed the problem by "Reset all Cloud accounts"1 -
Re: Portfolio X-Ray not recognizing ETF stock funds
I spent hours on the phone with Quicken support on this issue (signing in and out, validating file, and lots and lots of waiting while the issue was supposedly "escalated"). On 1/14, I was …1 -
Re: Backup size not changing
To clarify, all Quicken files (since 2010 or so) are ZIP-style compressed files; not just backups. There is no distinction in that manner between a regular Quicken QDF file and a QDF-backup file.2 -
Re: Reverse stock split with new stock in lieu of cash
I suspect the reverse split got entered creating 183 old shares (with the correct basis) and an Add Shares of 183 new shares was downloaded / entered (without the correct basis). If so, I would delet…1 -
Re: One account is stuck on Dashboard view
Yay - that worked! Thanks much.1
