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Re: investment "cost" in tax deferred accounts
It sounds like what you want is in the "Amount invested" columns in the Investing > Portfolio views. Note, however, that if you sell part of a holding, the Amount Invested does not decre…1 -
Re: Custom Amount Limitations/Filters for Transaction Reports [Edited]
Go to Reports > Banking > Banking transaction and set the date range you want. Click on the gear at the top right of the report to customize it, and on the Advanced tab, select Amounts / Greate…1 -
Re: Investment Average Annual Return - Add Earliest To Date Returns Option [Edited]
You can see ROI for your investments over various periods by adding one of the ROI columns to an Investing > Portfolio view. Note that this may give unexpected results if you have sold a portion o…1 -
Re: 2024 Estimated Tax Payments and Quicken's Tax Summary/Schedule Report For 2024 - Ongoing Issue
[Sorry, @volvogirl our posts overlapped] We are still confusing how state estimated tax payments paid in January are treated on your Federal tax return vs your state return. Quicken's Tax report…1 -
Re: How to correctly record Vanguard transfers when "cash" is held in Money Market?
So in my example, on Feb. 13, I used funds in the MM settlement fund to buy some stock in the same account. On Feb. 14, the stock purchase downloaded as a "Bought", leaving me with a negat…1
