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Re: Downgrading from H&B - but still want invoices - can Premier or Deluxe do that ? (edit)
Nope, you need H&B&R to do invoices. Premier and Deluxe don't do any business functions.1 -
Re: Quote discrepancies: "last price" vs "closing price"
I believe what you are seeing is the drop in Apple's price due to today being the ex-date for the dividend. Notice that the difference in prices is 23 cents and Apple's dividend is 23 cents…2 -
Re: Adding a new security to an existing brokerage account
As @MontanaKarl said, add shares or buy. However, first you need to do a couple other things: * make sure you have done Tools > Security List and added the new security. * Then the next thing to m…1 -
Re: Investment asset security "types" vs. "classes"
Think of Type as the high level classification. Class is the next level down. So you have "Stock" as a type and then "Large Cap Stocks", "Small Cap Stocks" etc as the cl…1 -
Re: After R45.7/.11/.13 Upgrade - Securities Comparison Mismatch (Multiple FIs) [Edited]
Quicken generally does staged releases, allowing a certain number of users to upgrade and then freezing the upgrade to make sure no new major issues are encountered. If all seems well they will allo…2
