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Re: Schwab ETF splits causing Quicken Portfolio Discrepancies
@GeezerGeek " The prices of the ETFs from 10/04/2024 to 10/10/2024 in your Quicken price history may have been adjusted for the split even though the split didn't happen until 10/11/2024. T…1 -
Re: Need help to add a refinanced mortgage I took over to Quicken
There's no need at all to enter "original" information (i.e., date of original funding, interest rate at time of original funding, length of loan at original funding) you can simply en…2 -
Re: Shortcomings/Bugs in Quicken (stock split issues) [edited]
"A stock that I owned recently split, Quicken recorded said split as a ratio, but then the number of shares in Quicken did not match the balance. Why? Because the number of shares that I had own…2 -
Re: Schwab ETF splits causing Quicken Portfolio Discrepancies
"The reason I don't see it as a sale is because they didn't take away the fractional shares that I already owned." That's completely irrelevant. The number of additional shar…1 -
Re: Schwab ETF splits causing Quicken Portfolio Discrepancies
@GeezerGeek "Well, Schwab screwed this up, not Quicken. Schwab posted the Cash-in-lieu transactions as deposits instead of sales of fractional shares." That's exactly how it will be re…1
