Want to keep all years expenses & transfers for brokerage account but reset value and positions
So I've got my stock and bond positions hopelessly messed up. The program is constantly asking me questions I do not understand every time I download transactions like is this average cost. Now it totally deviates from what Fidelity says. I don't need Quicken to record every 3 cent interest or dividend but I do need it to categorize any spending out of the account or transfers to credit cards or checking. I just need it to reflect the current cash, stock and bond values as shown at Fidelity.
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