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Re: Growth of $10,000 after Schwab ETF Splits 10/11/2024
If everything in the transaction list and the price history is correct, then I would suspect a problem with the setup of the Performance page. Were there more than one ETFs that you hold that split, …1 -
Re: Quicken Security Issue
Quicken does not require a password on the data file, but it is certainly a good idea to set one up. The data file password is completely separate from the Password Vault and the accounts you have se…1 -
Re: Tax Schedule (for export to Turbo Tax) missing home mortgage interest
You win the prize, @mshiggins ! The interest was shown properly in my test transaction, but that did not have a split. If I make it a split transaction with a principal payment on the first line, the…1 -
Re: Shortcomings/Bugs in Quicken (stock split issues) [edited]
I then entered an ‘Adjust Share Balance’ entry into Quicken. However, once entered, the ‘transaction’ does not appear in the register, so I see the wrong number of shares; however, when I click on Ho…1 -
Re: How to record the corporate spinoff of Jacobs Solutions (J), 12 shares, to Amentum Holdings (AMTM)
A more common and usually easier way to set up your investments is to create one Account in Quicken for each of your brokerage accounts, not one for each security. For example, if you have a taxable …1
