reconciling investment transactions

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leonard kearney
leonard kearney Member ✭✭✭
edited May 2023 in Investing (Windows)
is there a way to create a report of transactions for a specific security- given a date range?

i need to match what is in quicken- to what is on Schwab- to figure out what went wrong.

Answers

  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
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    Sure, a Customized Investing Transaction report will do exactly that.

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