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Re: Unable to add *att and att to same renaming rule
[Edited and revised with more info] I did some testing and I see the following about what is allowed when creating a rule: Tokens are not case sensitive, i.e. att is the same as ATT. Most punctuation…1 -
Re: Return (%) Year to Date
Thanks for posting this workaround, @Gary R. Here is some more detail. Return (%) YTD and for other periods is supposed to be downloaded with the quote data but is not for ETFs. ROI (%) is calculated…1 -
Re: Lifetime Planner IDEA: Improve how ROTH IRAs are Displayed and Modelled in LTP
Late in 2023 the powers that be at Quicken decided not to make any changes or improvements to the Lifetime Planner for the next year or so. Hopefully they will take this up again soon. See this discu…1 -
Re: Investment Returns (Q Win, edited)
It is not explained well in the brief descriptions of the columns and may not be what you want, but the Return column shows returns in dollars from its starting date to the As of date even if the sta…1 -
Re: Investment Returns (Q Win, edited)
@Quicken Kristina The Support article you linked has some errors compared with the way Quicken currently behaves. "Return" with no date is calculated from the "Show return calculations…2
