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Re: how to handle - GE spin off of GEV (edit)
@shelquis is having to get Schwab to correct cost basis after a corporate spin off a regular thing? This is the first corporate spin off I’ve gone through since getting migrated from Ameritrade to Sc…1 -
Re: Navy Federal Synch error (QWIN)
I switched NFCU over to Express Web Connect+ (EWC+) with no problems (in R54.16 and R55.15). I always take this approach: - Deactivate all accounts that will be switched - Initiate the Quicken "…1 -
Re: Adding 12 and 24 month view option to "Portfolio Value" card in the Home Dashboard
I think all the new Dashboard cards are significantly lacking in customization capabilities; something I hope Quicken will ultimately rectify. And while I agree with the suggestion here that the spec…1 -
Re: Schwab Brokerage downloads duplicate Quicken entries for Bond Purchases.
There's no evidence in your posts that points to this being a Quicken problem (1). And given the fact that it is Schwab who selects, formats and sends the transactions that Quicken receives (2),…1 -
Re: Annoying pop-ups/prompts when entering Transfers into register
Have you tried the transfer with a payee? I use something like “Transfer to Cash” or “Transfer to Investing” and do not see the pop up you mentioned.1
