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Re: shares of mutual fund incorrect after quicken update with schwab
After starting this thread and getting a reply from Schwab I reported it through quicken with screenshots…etc. Have been out of town for a bit and just forgot about it. I see it hasn't been fixe…1 -
shares of mutual fund incorrect after quicken update with schwab
after updating the shares in a specific mutual fund in Quicken are off by a factor of 10, I have 5,584.95 shares in my account but after updating Quicken only shows 558.95. I check quicken daily and …2 -
Re: column widths for reports
NONE of the reports allow you to save changed column widths. running R52.28 After changing column widths I save the report to "my saved reports" been complaining about this for years.3 -
Re: Lifetime Planner IDEA: Allow User to Change Account Order of Withdrawal Sequence in LTP
I think this is a nessesary feature. 15 years ago I developed my own rather complicated spreadsheet because the planner at that time made some inflexible assumptions. I use the LTP as a reality check…2 -
Re: Report Interval Option: Day (1 Merged Vote)
with recent market volitility I would really like to see a daily option to show investment changes daily. perhaps only allowing a 30 day window.3