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Re: Percent Gain
I hate to be a stickler, but there are no columns in the Portfolio views with the names you have given. Please give the exact names of the columns. Are you looking at individual securities or the gro…-1 -
Re: Percent Gain
Obviously, if total gain is positive, percent gain cannot be negative. It depends on how Quicken calculates the gain or loss and what transactions you have recorded. One test case I tried involved a …-1 -
Re: Recatagorize Dividends from Roth IRA
@ps56k, Right. You should mark the Muni fund Tax free in the Security Details. You can use the regular Inc and Reinvest dialogs to record the dividends and Quicken will categorize them as _DivIncTaxF…-1 -
Re: Categorization of Taxable and Non Taxable Transactions
For the Muni bonds and other tax exempt securities, go to the Security Detail page, click on Edit Details, and check the Tax Free box. For accounts such as IRAs where the investment distributions are…0 -
Re: Add Qualified Dividend As Option For Income (Div, Int, etc.) and Income Reinvested Transactions
The pros and cons of a change like this were discussed at some length here https://community.quicken.com/discussion/7409871/qualified-dividends-entry One issue is that for many mutual funds you do no…-1