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Re: Problem transfering cash balance into investing account
Of course if you start with an Account value of $100,000, transfer $10,000 into the Account, and buy a security for $10,000, your balance should be $110,000. If the Account still is listed at a value…1 -
Re: offline use & creation of account
First, just a bit of education about how Quicken defines things. The word “Account' in Quicken only refers to balance sheet accounts, and the word ”Category" is used to refer to what real a…1 -
Re: Changed broker but invented my own method.
If everything that downloaded into the new Accounts after your initial Adds in those Accouts legitimate "Fidelity" transactions, then simply deleting those initial Adds that you did in thos…1 -
Re: How Do I Account for a Share Distribution by MODIV, of GIPR?
This is only a guess as it doesn't seem like either company has really addressed the correct accounting (tax) treatment. In effect you have a Distribution in Kind here so my assumption is that t…1 -
Re: Data vanished. Replaced by account called cbogus checking
Since it's a (presumably) very old version you should have no worries about restoring a backup. It will simply revert your file to the date of the backup. Are you sure the correct file got opene…1