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Re: Is Morningstar Portfolio X-Ray still working?
The forum search works pretty well for me. I start on the Discussions page using a new browser tab. For example, if I type SAMLERROR I get this which leads directly to several relevant discussions on…2 -
Re: How to record an RMD with withholding into a brokerage account
I am surprised the Deposit transaction was changed to a MiscInc, but it should have the same results. In response to peoples' questions, I have updated the description of the procedure I use. He…1 -
Re: 401k Investment fees
The second option should work. You can see the difference by clicking on Show details in the Investment Performance Report.1 -
Re: Tutorial and Renaming downloaded transactions
What I often see in downloaded Payees is a company name combined with something that identifies the store, like STOP & SHOP 0653 WESTPORT CT My Renaming rule for this is This will put purchases a…1 -
Re: Investment account market values disagree with FIs
My first guess would be to look at the share prices. What types of securities do you hold? Quicken's quote provider usually has the day's mutual fund prices by 7:30 pm Eastern time on days …1
