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Re: Report skipping a Transaction because it is *from* an excluded account
Another way to include transfers to and from accounts that are not included in a report is to select "Exclude internal" from the Transfers section on the Advanced tab. With that selection, …1 -
Re: Asset Allocation Guide: Different Totals on Different Screens?
@Brian McDonald I had the problem you describe with the Asset Allocation report a few years ago and it was related to the -Cash- being listed twice. I was able to resolve the problem with a little sl…1 -
Re: ROI CALCUALTION DOES NOT WORK IN 2026
This time I actually tried this rather than guessing, and @q_lurker correct. In this simple case with one purchase on 1/1 and no partial sales, ROI (%) = (Ending market value / Starting market value)…1 -
Re: Removing/Increasing Price-Per-Share Dollar Limitation
Since these share prices are set and updated manually, I would think that you can set the share price to 1/1000 of the actual price and and track your holding as 1000x the number of shares you actual…1 -
Re: Fidelity IRA Transactions Downloading Incorrectly (Double Withdrawal Issue)
Thank you, @Quicken Kristina For the record, I think the instructions for entering a taxable distribution from an IRA (also known as an RMD) should be: It can be tricky to record distributions such a…1
