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Re: Vanguard fund sale and purchase not downloading the settlement fund transaction
"Its the core money market fund VFMXX which all cash is swept to after sales and for all purchases. You didn't tell me if all "cash" shown in the Holding was a combination of VFMX…1 -
Re: Vanguard fund sale and purchase not downloading the settlement fund transaction
I have a few very low activity Vanguard Quicken Accounts, but I've never had anything called a "settlement fund." Is this some sort of "sweep" process you're referring t…1 -
Re: How to prevent contributions to/from goals from appearing in reconciliation window
Look for the "Show Savings Goal transactions in register and reports" option under the gear icon of the Account Bar. That's what controls this.1 -
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
