-
Re: Why is the 'stock intersection' limited to 50 holdings?
The X-Ray and Stock Intersection are basically stripped-down versions of what Morningstar provides for their paid subscribers. The paid version of the Stock Intersection includes the top 50 holdings …1 -
Re: Security Comparison Mismatch reported incorrectly
If you make a mistake on the first download of a renames security, you will end up with a mismatched security as you have seen. To clear mismatches: Go to Tools > Security List, find the mismatche…1 -
Re: roi year to date calculation
Quicken has several similarly-named performance measures, so we must be careful to use the exact names. Unless noted below, I will use the names of the columns in the Investing > Portfolio views A…1 -
Re: tax planner changes not being saved
This issue may be related to a problem in your data file that is preventing the Tax Planner data from being saved. You could try backing up your data just in case, then going to File > Validate an…2 -
Re: Tax planner / pension tax withholding confusion
You can use an Income Reminder with splits to cover the gross income and any deductions. The deductions should be entered as negative numbers, so that the net amount is the amount deposited. Quicken …1
