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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 -
Re: Schwab ETF splits causing Quicken Portfolio Discrepancies
And, of course, Quicken's quote provider also downloaded post-split share prices back to 10/7, causing a drop in your net worth that doesn't actually exist.1 -
Re: Schwab Withdrawal categorized as New Security
If you can't edit the transaction that's been recorded in the Transaction List then the immediate fix is to delete the transaction, enter your own manual transaction, and then manually &quo…1 -
Re: Is there a way to download the HSA Invest account from HSA Bank?
@DashQuark I don't think HSA Bank has done a good job, at all, in explaining how this program works or will work. So you now have a separate "HSA Invest" account? HSA Bank is owned by …2
