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Re: Employee Stock Ownership Plan (Private company)
Based on what you've said here, then one way of accounting for this would be along these lines: Create a new Account in Quicken, an Investment Account, most likely one I'd guess that would …1 -
Re: Stock split not showing in investment performance report
I have mutual funds from Dodge & Cox in multiple Quicken Accounts that recently underwent splits so I ran both the Investment Transactions report and the Investment Performance report covering al…1 -
Re: Recording Dupont Spinoff
As far as I can see this is simply a spin-off with DuPont shareholders receiving 1 share of Qnity for every two shares of DuPont, plus Cash in Lieu for any fractional shares of Qnity, so I don't…1 -
Re: Downloads from Bank of America
@drewgost Seeing what I did by signing into BoA through my browser probably is a result of my BoA Account in Quicken being already connected for downloading, now that I think about it. In hindsight p…1 -
Re: How did my data become corrupt?
It isn't all that uncommon that an Opening Balance gets changed, for reasons - as far as I know - that have never really been explained. There have been some periods when lots of people start se…1