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Re: Has anyone had an issue with downloading Vanguard transactions?
The VOO CUSIP is 922908363 while the VCOBX CUSIP is 922020839. Check to see if you've got the correct CUSIP for VCOBX. If it's wrong the uncheck the "Matched with online security"…1 -
Re: Capital Gains report miscategorizing long term gain as short term
I don't think so. The holding period begins on the day after the day you acquired the asset. You include the day you dispose of the asset (the sale date) in your count. Quicken is probably corre…8 -
Re: Tracking Computershare Accounts
I don't believe there is any workaround here if Computershare does create individual accounts for different securities. "Manual entries" to a single Quicken Account is the only thing t…1 -
Re: SoldX from IRA not showing as 1099-R taxable distribution
@DoctorBrown Write up your suggestion, make it an idea, and see if it gets any traction. The challenge though, as many long-time users can attest, is that major changes in the Quicken programming alm…3 -
Re: Bank of America mess
@kaleggs Pick a time when you can sit in front of your computer for an hour or so uninterrupted. Pick up the phone and call Official Quicken Support . (Click the blue link I've provided, scroll …1
