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Re: How do I handle this downloaded transaction?
The correct Quicken "action" to use here is the "Mutual Fund Conversion" action. When you move, tax free, between different mutual fund classes or different mutual funds, (e.g., t…1 -
Re: How do I handle this downloaded transaction?
As to your "how do I use" it question, within the Account click on the Enter Transaction button, click the down arrowhead from the "Enter transaction" menu, select "Mutual Fu…1 -
Re: Quicken reports incorrect investment share count
You don't give a lot of detail here, but I've seen that exact same issue with downloads from Schwab. I'll download from Schwab, maybe get a reinvestment transaction, which I accept, an…1 -
Re: Closed account and reports
Yes. Closing an Account doesn't wipe out the history of transactions in that Account. Those transactions are still available for reports if you include the Account by selecting it in the "A…1 -
Re: 401k Rollover to Traditional IRA
The "transferred" action is completely analogous to a rollover. Since you transferred cash, not stock, you'd need to do a "sell" in the old 401(k) and then do a "Cash Tr…6
