RSU grant entry "preview" option

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EJB
EJB Member ✭✭
edited October 2023 in Investments

Would love to see a simple preview page (i.e., does this look right?) before actually committing to entering numerous transactions in Quicken like a grant of RSUs. My mistake, I failed to check the "round shares" box, which resulted in having to manually delete 50+ transactions…one at a time. Lesson learned, but a simple idiot check may save someone else the hassle!

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