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Re: Schwab CGLong and CGShort transactions downloading as type RtnCap
Delete the erroneous transactions and re-enter them properly. Actually, you should be able to simply change the "action" associated with the transaction from a return of capital to a long t…1 -
Re: Proceeds from a covered call
Assuming you did a "Short Sale" action - that's really what it is - then at expiration do a "Cover Short Sale" at a price of $0.1 -
Re: Update Credit Score SSN
I tried a bunch of things to see if I could change the Social Security Number in my working file and couldn't find a way to do it, which is not to say it can't be done of course. The best I…1 -
Re: How to change Credit card or bank passwords
For Direct Connect downloading see this:https://www.quicken.com/support/how-do-i-work-password-vault-and-stored-passwordsFor EWC downloading see this one:https://www.quicken.com/support/why-dont-i-ne…1 -
Re: How to categorize Schwab Bank interest in a brokerage account?
The interest income will be reported on Quicken reports as interest income from that 401(k) Account so from that standpoint the interest income is "investment income." (In non-retirement ac…1