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Re: How do I create a standard balance sheet?
"I want to have several line items, aka Categories, added to the Balance Sheet, both Assets and Liabilities."Some instruction in Quicken terminology. In Quicken-speak "Categories"…1 -
Re: Stock not showing up in Portfolio home screen
Have you gone into Portfolio view > Options > Customize current view... > Securities and made sure the box next to the security is checked?3 -
Re: Account entries are being downloaded multiple times and (some) are being changed to reconciled.
"Do you manually enter all of your transactions or do you use the Online Update feature but have automatic entry turned off? Just curious."I'm not consistent here in terms of how trans…1 -
Re: Treasury bond over valued in brokerage account.
"These show a value (in Quicken) that is 100 times greater than actual. My broker says that quicken is probably valuing the bonds based on a share price when it should be valued based on a perce…1 -
Re: How is AMOUNT RETURN column calculated in portfolio view?
Put your cursor on the title "Return" (there's no "Amount Return" column) and you'll see the following:"market value plus cash income plus sale income minus dollars…1
