-
Re: Stock Donations to Charity
Since your broker screwed up I'd put the onus on him to consult with his tax experts to determine what your legal (tax) position really is here, i.e., from your (and the IRS's) standpoint d…1 -
Re: Difference between the investment market values (Quicken Canada R50.9)
Having used Quicken for decades it has always seemed to me that numbers that should be identical between two screens/reports/whatever sometimes aren't, which suggests the two numbers aren't…1 -
Re: Major problems Downloading Vanguard 401k Transactions (edit)
Have you tried setting up a test file with the Vanguard Account in it to see if that file works properly? If the Buys and Sells are in the OFX file and the test file works properly then the only othe…1 -
Re: How to create a New Report (edit)
"And that's changing a report NOT creating anew one." In the FAQ that @volvogirl pointed to there's no mention of "new." In Quicken there's no 'New Report"…1 -
Re: Is it possible to remove investment data
After 20 years it will be almost impossible to "reload" the data. The typical restriction for downloading into Quicken (the Financial Institution, not Quicken, sets the limit) is 90 days. S…1
