Transferring Vanguard Individual Mutual Fund Accounts Into Single Brokerage Account

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  • robert@
    robert@ Member ✭✭✭

    If its any help, I do get an error message from Quicken: "Quicken cannot provide one or more of the IRR values for your report because the calculated IRR is either above 10,000% or below 1,000%"

    I've validated the account with no errors. Should I try "rebuild investing lots" notwithstanding that it warns that cost basis may change?

    R

  • robert@
    robert@ Member ✭✭✭

    PS, if its any help, before running any reports I recieve an error message form Quicken: 'Quicken cannot provide one or more of the IRR values for your report because one the calculated IRR is either above 10,000% or below negative 1,000%"

    I have no idea whether this error is related to the transactions we have been discussing. I have validated the file and found no errors. I have not tried the next option "rebuild investing lots"

    R

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