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Re: What's the proper way to enter the following transactions? (Mutual Fund exchange)
If it is a different share class of the same fund as in your example, you should enter it by clicking on Enter transactions and selecting Mutual Fund Conversion. You will need to know the number of s…-1 -
Re: Improve handling of IRA distributions, including QCDs and Roth conversions
@probski, The second part of your post is off topic, but in the Investing > Portfolio views, you can click the Options gear at the top right and select Show closed lots. Does that resolve your iss…-1 -
Re: How to create a new quicken file, AND......?
If you do start with a new file, I suggest you experiment with Quicken's budgeting features. They take a little learning, but they are quite flexible and comprehensive and I think they might replace …-1 -
Re: Quicken doesn't provide information I am looking for
Who have you sent messages to and how did you send them? Most users cannot send direct messages on this forum.0 -
Re: First Progress Mastercard charges appear as payments, payments as charges
Please go to Tools > Account list. Click on Options at the bottom of the list and check Show transaction download status if if is not already selected. Then next to the problem account, what does …-1
