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Re: Return % Year to Date---Register
Report sent1 -
Re: Return % Year to Date---Register
There are actually two related issues. These have been going on for several years. 1 For some publicly traded securities, particularly ETFs, the Return (%) XXX data is missing, i.e. blank. 2. For oth…1 -
Re: Return % Year to Date---Register
Return (%) YTD data is downloaded from Quicken's quote provider and is not based on your transactions. Unfortunately it is generally missing for ETFs, and often out of date for other securities.…1 -
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
