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Re: Update cached data from Schwab/other investment FIs more frequently [Edited]
@veegee It has often been stated in this site by long-time users that Quicken is not a good tool for the active day-trader. They do not fall within Quicken’s apparent target demographic. This idea / …0 -
Re: My investment portfolio was out of balance
If the account is not showing a transaction list, it has likely switched to be in Simple mode. Edit the account details to switch it back to Complete mode. You should then have control. It is possibl…1 -
Re: Gift of stocks to others
So you are suggesting that as a reasonable procedure, at least for your needs. Fine. It seems everywhere you used the word ‘account’, you meant in Quicken nomenclature ‘category’. There is no sub-acc…1 -
Re: Schwab ETF splits causing Quicken Portfolio Discrepancies
Do you know if there are different data suppliers for Historical Price versus Current Price? I believe they are different suppliers for some reason. I do not have reliable information on who the part…1 -
Re: How Can I Add a Missing CUSIP to a Mutual Fund?
You cannot simply add the CUSIP. You need to match the downloading security to a security in your Quicken file. I don't know specifically why that did not happen when FSCJX first appeared. What …1
