mfstarnes ✭✭

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Nov 12, 2022

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Jan 29, 2024

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• Re: Reconcile Share Balances - dropping transactions

  mfstarnes

  August 2023
  I figured out the issue. Quicken was reading new transactions as "Near Match", rather than "New", and I didn't catch that before accepting, so the new (or old) transaction was bei…
  1

• Re: Portfolio x-ray not pulling ticker for Accenture for mutual funds

  mfstarnes

  November 2022
  VTI is an ETF, rather than a stock or mutual fund, and I've seen the same behavior you have with ETFs. I'm just confused why a stock wouldn't have the ticker listed with the name.
  1