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Re: Searching (Find) within a SINGLE Investment Account
I'm not sure I'm following along with you about what went wrong, i.e., how the entries looked before the change and what they looked like afterwords.One possible approach is to simply run R…1 -
Re: How to fix Total market value for securities showing double what it should be?
I can only guess as to what's causing this, but my guess is that the security purchases are recorded as "Add" actions instead of "Buy" actions. A Buy action reduces cash, an …1 -
Re: Another Schwab Issue: SWVXX is a SECURITY, it is NOT CASH [Edited]
Since the Schwab Government Money Fund is really used as a sweep fund, (sweeps happen without your intervention), treating that fund as cash makes sense. You might be able to change this by followin…1 -
Re: New home purchase - confused how to enter settlement statement totals
Google "HUD-1 which costs are included in capitalized cost of house" and you'll get lots of information about how to read your settlement statement and what gets capitalized as the bas…1 -
Re: Another Schwab Issue: SWVXX is a SECURITY, it is NOT CASH [Edited]
Certainly that's correct for a real "sweep" situation but it doesn't work if you must initiate buys and sells in the MM fund. Going the "recommended" route, Quicken sho…2
