Best Of
-
Re: Tracking Computershare Accounts
Couldn’t you create a Portfolio view that lists the Computer Share accounts?2 -
Re: Quicken STILL creating bogus opening balance transactions
@deliusfan As you have probably gathered, the issue of opening balances being changed when reauthorizing or reconnecting accounts has been going on for a long time. There have not been many reports r…1 -
Re: Quicken STILL creating bogus opening balance transactions
Hello @deliusfan, Thank you for sharing a detailed account of your experience with this issue. I am happy to hear you were able to resolve it! You are correct, opening balance transactions being chan…1 -
Re: Capital Gains report miscategorizing long term gain as short term
I don't think so. The holding period begins on the day after the day you acquired the asset. You include the day you dispose of the asset (the sale date) in your count. Quicken is probably corre…8 -
Re: new stocks added not showing as added
bmciance is correct. Nvidia had a 10 for 1 stock split on 06/10/2024, also know as a 900% stock dividend, i.e. 9 additional shares for each share you owned.. You probably had 15 shares before this da…2 -
Re: Quicken STILL creating bogus opening balance transactions
To my knowledge this problem has never been reported as fixed. It should still be a "known problem". The problem comes up infrequently and as such has never been something that you can just…1 -
Re: Unhelpful comment in thread
You can click the Flag icon on any comment to report it.1 -
Re: Custom Category Groups in Budget Duplication
Steps to Reproduce: Reassign transfer categories (e.g., TO Roth IRA) into a new custom group via Category List → Options → Assign Category Groups. Go to Budget → Manage Budget Categories. Check the b…1 -
Re: I already have Simplifi but LifeHub addon [Edited]
https://community.quicken.com/discussion/comment/20531070#Comment_20531070 Yes, this is the Quicken forum, but it is also the LifeHub forum. https://community.quicken.com/discussion/comment/20531197#…1 -
Re: SoldX from IRA not showing as 1099-R taxable distribution
I "third" that.1
