Herb A ✭✭

• Activity
• Posts6
• Comments8

• Re: 3-for-1 split on Schwab ETF's

  Herb A

  October 2024
  FIXED. I noticed that the download from Schwab recorded the 3-for-1 split as simply an "add shares" transaction. I then modified that transaction manually from the "add shares" ap…
  1

• Re: Investment Cash Balance

  Herb A

  January 2023
  Answer: Patience. The next day, the Cash Balance correctly reflected my manual deposit adjusting transaction. All is well.
  1

• Re: 6.5.1 update - Asset Allocation

  Herb A

  January 2022
  Thanks Quicken. You have made good strides in providing us a more meaningful view of our asset classes. Thank you for that. I agree with the previous posts that we ought to be able to get to see a pi…
  1

• Re: Q Mac 6.3.2 Changed Asset Classes of securities!!

  Herb A

  September 2021
  Quicken - Fix It!
  1