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Re: How do I enter transaction to my investment account?
It's highly, highly, highly unlikely that you'll be able to "back fill" 11 years worth of history with downloads. Your Financial Institution (FI) MIGHT be an exception, so knowing…1 -
Re: Need help with manually entering and tracking a stock so that it reconciles
It has been so long since I've had to account for dividend reinvested programs that have a fee or even been charged a commission of a trade that, at first, I couldn't even follow your first…1 -
Re: Quicken will not accept my vault password
If you can't get the Password Vault to open you may need to delete it and create it again. The password to the vault is encrypted and that password is not available to anyone. Deleting the Passw…1 -
Re: Securities Comparison Mismatch
Over in Preferences under "Downloaded transactions" you could uncheck this Account for "Comparison" but you might not won't to do that as no mis-matches would be reported, if…1 -
Re: How to record Sony Corp Spin-off on October 6, 2025
From what I can see the distribution is a taxable dividend. The dollar value of dividend income would be the fair market value of the shares received. At some point I'd think Sony would issue gu…2
