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Re: Schwab naming of securities
Downloaded security names are not standardized. The first time you accept a transaction for a new security, you have the opportunity to match it to an existing security in Quicken or create a new one…1 -
Re: Delete elusive orphan investing transaction
The Asset Allocation report does not show transactions, it shows the portion of each of your securities that is assigned to each of Quicken's asset classes. To see what is happening, go to Tools…2 -
Re: How come there's no ability to do a spending comparison between COMPARABLE time periods?
Try running the report at Reports > Comparison > Income/Expense comparison by Category. Set the desired date range, Year to date for example, and the Compare to: to Prior Year period. Isn'…2 -
Re: Switching from Lot ID to Average Cost in an IRA
For a tax deferred account like an IRA, it does not really matter which option you choose in Quicken. Average cost or Lot ID is used to calculate your cost basis and thus your capital gain or loss on…1 -
Re: What does "Ignore prices from broker download" mean?
This unannounced option is present in R58.8 and R58.9. Congratulations, @Patient Zero you are the first to notice it! Here is the normal pricing precedence: Manual price entry Current Price (Quote) H…1
