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Re: Incorrect Cost Basis
is there a stock split transactions that reflects the split? Also, check the price history. is there an errant price right around the time of the split? make sure the stock split transaction date and…-1 -
Re: Pending Transactions x
@"mark.granoff" - then the problem is from prior to August..... others have suggested that the opening balance was somehoe changed.... might be easier to create an adjusting transaction to …-1 -
Re: How do I manage capital gains from multiple investing accounts containing the same mutual funds
please provide the source of your formula from a credible source please review how the 'investment PERFORMANCE' report in Q works - it does not use cost basis. it uses the investment value on the beg…-1 -
Re: How do I manage capital gains from multiple investing accounts containing the same mutual funds
@NotACPA - I'll raise you a "disagree"! Cost Basis is not important for calculating investment performance! Performance return is simply the CASH invested compared to the CASH returned, reg…0 -
Re: I'm refinancing my mortgage, going with a new lender
use the closing statement as your guide to reconcile the cash movement. Each entry on the closing statement technically requires an entry in Quicken. Start by setting up a liability account for the n…-1