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Re: Balance from account bar doesn't match register balance
To summarize, your register balance is correct but the Account Bar is wrong. One way to find the source of issues like this is to compare Quicken's reports to the balance in your register and if…1 -
Re: How to change mulitple investment transactions from XIN to Dep
As far as I know, changes to investment transactions need to be made one at a time. Also you need to be very careful when editing investment transactions from one type to another. I have seen a trans…2 -
Re: Reports - Category Comparison by Month - How to compare more than 2 months
You are looking at a different report than the one I recommended. In the top Quicken menu that begins with "File", click on Reports. In the list that opens, click on Comparison Choose the I…1 -
Re: Reports - Category Comparison by Month - How to compare more than 2 months
For your expense comparison, have you tried the report at Reports > Comparison > Income and Expense by Category? Set the Date range to Last 12 months, Column to Month, and Compart to: to Prior …1 -
Re: Cost basis does not match
The $3000 sales proceeds would not reduce your basis to $7000 if the share price has changed. If your original purchase of $10,000 bought 300 shares and you sold 100, your basis would be reduced to $…1
