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Re: Investment account within my HSA account
Sherlock's suggestion Is the way I've handled this situation for years. Accordingly, my Quicken file has 4 HSA Accounts: 2 Tax deferred Accounts that contain the "cash" component …1 -
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
