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Re: Is it possible to display a yearly expense report broken down into months?
It depends on the exact report you are using. If you use "Itemized Categories", no, it does not allow breakdown by month. However, if you use "Spending By Category" there is a &qu…1 -
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