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Re: Why is the 401k entry doubled?
HI @kmckinnon, As noted in the posts above, this problem seems to be a problem with the data that Fidelity is transmitting during the download process. As this is almost certainly being caused by Fid…1 -
Re: Any way to bulk-change mutual fund conversion ? [edit]
Hi @"Don Awalt" I am having a little trouble understanding your post above (some typos maybe?). Anyway, did you not use the "Mutual Fund Conversion" type of transaction to record …1 -
Re: Any way to bulk-change mutual fund conversion ? [edit]
Hi @"Don Awalt" Thanks for the pic - as Napoleon said a long time ago - a picture is worth a thousand words... It is more than just a ticker symbol switch... at least if you want to enter t…2 -
Re: Any way to bulk-change mutual fund conversion ? [edit]
Hi again @"Don Awalt" From what you have said above, it does seem as though your holdings are correct in Quicken. On the dividend transactions, I agree that they sometimes need to be massag…1 -
Re: After R45.7/.11/.13 Upgrade - Securities Comparison Mismatch (Multiple FIs) [Edited]
Hi All, Good news!!! - there is a new Alert that was released today on this problem - see this LINK. Quicken hopes to have it solved (and release a new version) by the end of this week. Make sure tha…2
