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Re: How to have "pass thru" money not be income or expense in P&L
https://community.quicken.com/discussion/comment/20521717#Comment_20521717 Of course. Using a balance sheet Account makes the detail of who's paid more readily accessible but swinging the deposi…1 -
Re: is there an error importing .csv investment file into a brokerage account
A computer using standard binary floating-point arithmetic cannot represent the number 26.18 exactly. I'd guess the Excel program has a lot going on behind the scenes to try and massage numbers …2 -
Re: How to have "pass thru" money not be income or expense in P&L
Don't use a Category when making the entries, use a balance sheet Account that you set up for this purpose. Maybe call it Quilt Retreat or something. I'd probably make it a non-connected, m…1 -
Re: Employee Stock Ownership Plan (Private company)
Based on what you've said here, then one way of accounting for this would be along these lines: Create a new Account in Quicken, an Investment Account, most likely one I'd guess that would …1 -
Re: Stock split not showing in investment performance report
I have mutual funds from Dodge & Cox in multiple Quicken Accounts that recently underwent splits so I ran both the Investment Transactions report and the Investment Performance report covering al…1