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Re: Changed broker but invented my own method.
If everything that downloaded into the new Accounts after your initial Adds in those Accouts legitimate "Fidelity" transactions, then simply deleting those initial Adds that you did in thos…1 -
Re: How Do I Account for a Share Distribution by MODIV, of GIPR?
This is only a guess as it doesn't seem like either company has really addressed the correct accounting (tax) treatment. In effect you have a Distribution in Kind here so my assumption is that t…1 -
Re: Data vanished. Replaced by account called cbogus checking
Since it's a (presumably) very old version you should have no worries about restoring a backup. It will simply revert your file to the date of the backup. Are you sure the correct file got opene…1 -
Re: Zelle receipts automatically categorized as transfer category
Certainly you can do accrual accounting in Quicken editions below the business product. A combination of manual asset and liability Account combined with custom Reminders works pretty well, not requi…1 -
Re: Cost Basis Not Being Downloaded From Brokerage After Shares Transferred Between Accounts
The "Shares Transferred Between Accounts" action should create a Removed action in the "from" Account and create multiple Add actions - one for each lot - in the "to" Ac…1
