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Re: Mismatched securities report
As @NotACPA says, there is no way to produce a report for all investment accounts. However, if you are asking if you can produce the mismatch again you can do it by opening the investment register th…1 -
Re: How do I create a report with specific payee and memo
Assuming you are talking about a transaction report, I would open the register, click the gear and go down to "More Reports" > "Register Report". When the report opens click th…1 -
Re: Company 401K and X-Ray Portfolio
If your 401k has non publicly traded funds you can't get them to show up in x-ray.1 -
Re: Credit card statements contain more than 29 transactions so Quicken can't let me match them manually
@RoZann you could look at it that way but here is what I do. I have a reminder for the credit card payments which you can show in the checking register on the dates they are to be paid. By doing this…2 -
Re: Accrued interest handling when buying bonds?
Nope. Also, I did an AI search as to whether accrued interest paid on the purchase of a TIPS bond should increase the basis and this was the response: "Accrued interest paid when purchasing TIPS…1
