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Re: how to merge accounts
Specify what happened "in the real world" here? Simply changing brokers would, I'd think, mean that you'd have two real world accounts and could simply unlink your existing Quicke…1 -
Re: Breakdown of cost basis of security
" I would like to see the details of the cost basis - the transactions that make up its balance."That would be the Investment Transactions report I mentioned. You would run that report and …1 -
Re: Breakdown of cost basis of security
I'm not sure exactly what you're referring to by "cost basis of security.You can easily see the cost basis of a security at the lot level by clicking the Holdings button in an Account …1 -
Re: Please add Houzz Mastercard to linkable account
This is not something Quicken can do entirely on its own. It's the Financial Institution that decides if downloads to Quicken will be supported, and how downloads will be handled programmaticall…2 -
Re: How can I stop the category from incorrectly pulling another account when downloading transactions?
Here is the dirt-simple bullet-proof way of keeping this from happening: When you initiate a transfer from any Account to any other Account, you simply enter the transfer manually. That's it. Wh…1
