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Re: Issue with the Withdraw function in Investing accounts
If you go to Tools > Memorized Payee List and look for a Payee that has caused problems with Withdraw transactions, is it listed there? [edit after more experimenting] If so, I see the same proble…2 -
Re: Moving my four Vanguard accounts to Fidelity
Ok, just remember that your Fidelity numbers in Quicken for 2024 and 2025 will no longer match Fidelity's statements. You will receive 2025 1099s from Vanguard, not Fidelity, for any dividend re…1 -
Re: What is QEL in Validate log?
@leishirsute Sorry, that discussion has been archived for some reason and is no longer generally available. Basically, as @The Keeper says, the data that is now in the .QDF file was originally in sev…1 -
Re: Moving my four Vanguard accounts to Fidelity
In your Split entry for the Fidelity account, I see the post-split price is blank. In the Vanguard entry, it is $28.34. Assuming 28.34 is the correct post-split price, you should enter that in the Fi…1 -
Re: Moving my four Vanguard accounts to Fidelity
OK, in that case go to the Fidelity account and click on Holdings. Click on the + sign next to SCHD to show the tax lots. If you set the As of date to before and after the transfer, are the new tax l…1
