-
Re: What symbols to use to download quotes and historical prices - Canadian mutual funds
1. You go to your security list 2. Clic on Add security 3. Enter your symbol, for exemple FER056 4. choose tab "Mutual fund" 5. Select your fund and clic NEXT 6. On the window "review …1 -
Re: can i scan receipts
Of course you can take a receipt and link it to a transaction. Here's how to do it: You first enter your transaction and then, to the left of that transaction, you'll see a paper clip. Clic…0 -
Re: How to transfer shares/stocks from US Investment account to Canadian Investment account
Here's what I would do: You "sell" fictively your shares and put the money in your investment cash account. Then, you transfer the US money from this cash account to your Canadian inve…1 -
Re: Tips and tricks using Quicken Savings Goals
Another idea: I created as many savings accounts as I have cards with points to track. I edited each account and entered the number of points per dollar spent (so I don't forget how to calculate…1 -
Re: Tips and tricks using Quicken Savings Goals
By making savings goal, you end up with a lot of money that will bring in interests which are taxable. That's why I opened two tax-free savings accounts, One for me and one for my wife. Each mon…1