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Re: Linked Investment Cash Register - can't change/Edit the Security Name
I can confirm that mis-behavior. It is the last part that needs to be fixed - Editing the transactions in the investment account to change the security doe not change the security in the linked cash …1 -
Re: Incorrect investment
Perhaps your preferences are not set to "Windows Standard". Edit / Preferences / Setup. With Windows Standard, Ctrl-V is Paste. With Quicken Standard, Ctrl-V offers to void the transaction.…1 -
Re: account for the medicare premium deduction from social security check?
Perhaps it is obvious, but to be clear between the OP reference and Chris's reference, 'Social Security Income' is not the same. The OP referred to it as "What the bank statement …1 -
Re: Incorrect investment
It seems to me you properly bought (in 2016) and sold (later) the original VXUS shares in Quicken. For whatever reason, your later BND purchase and subsequent transactions got mis-matched to the VXUS…1 -
Re: Is Morningstar Portfolio X-Ray still working?
My X-Ray currently gets hung up with that error on 6 bonds I own. 14 other bonds do not cause the problem (but I also doubt they get included in the evaluation). The Search function available on this…1