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Re: How do I combine 2 Securities into one?
"Some time ago I had Security A and Security B. A was incorporated into B."When referring to "corporate actions" it's generally much better to disclose the actual stocks invo…1 -
Re: Cannot reconcile after downloading from bank
The hard part here might be determining what transactions are missing. If the credit card Account doesn't have too many transactions and the old file doesn't have half the transactions miss…1 -
Re: Investment Transaction Change BUG
I've never had a 401(k) Account in Quicken so this is simply a "curiosity" question: Why would you want to change an actual transaction - the XIn - to a Buy in the first place? Seems l…1 -
Re: Net worth report question
If you run a Current Budget report you can customize it to show Categories that are "Budgeted only", "Non-Zero actual/budgeted" or "Include all." You'd think that s…1 -
Re: Why limit transaction period to 90 days?
I take it somebody at Charles Schwab told you that? If so, they are wrong. It's the financial institution's decision as to how far back in time transactions are available for downloading.3