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Re: TD Ameritrade merger with Schwab
Make a backup. Disconnect the old Ameritrade Account from downloading. With the Account no longer connected you should be able to delete the information in the "Financial Institution" and &…1 -
Re: IRA deposit on paychek
Remember, the report is an Income and Expense report, it's not a report on "disposable income" which is somewhat of a subjective term. The full amount of salary is income and properly …1 -
Re: I was able to set calendar preferences to fiscal year beginning April 2023. But when I tried to set
Click "Create new budget..." > "Advanced Budget Settings" and then work through the following interview. That should give you a budget that starts in April.1 -
Re: Covered Call Transaction Recording
It's been quite a while since I've written covered calls, but I've always found that the ShtSeel/CvrShrt actions have worked properly: My guess is that you have some transaction in you…1 -
Re: How to Record the Veralto Corp spinoff from Danaher Corporation
@lagunajim Since in a spin-off part of your basis in the "Parent" company stock is moved to the "Child" company stock a simple "Add" action won't accomplish that. E…2