I am using Quicken Classic Business & Personal version R63.21 build 27.1.63.21 and have 2 issues with this report.
- I had a corporate bond that was called early. I entered a Bonds Sold transaction, it removed it from my portfolio, but it is still showing in the report.
- I changed the call date on the bond to the date of sale, but that had no impact
- I then changed the maturity date , that removed it from the report, but this seems to be a workaround, selling the bond should have removed it from the report.
- I transferred 2 bonds from my IRA to Roth IRA using the transfer feature. The show correct in my portfolio, however they are duplicated in the report.
- This has been reported by other users and still not fixed. When will it be fixed?