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Re: Fidelity mutual fund merger has me confused how to enter into QWin
@Chris_QPW … Quicken tracks securities by CUSIP and as such the name isn't "important" (side note importing securities in QIF is by security name, and by CUSIP with QFX), but can certa…1 -
Re: Fidelity mutual fund merger has me confused how to enter into QWin
Sorry for the mixup on the tickers. Fidelity has a Q&A about this (and other similar) mergers. That doc in part says: For Merger #3 (Fidelity International Capital Appreciation Fund into Fidelity…1 -
Re: How to create a account balances report for both tax and tax deferred investments.
Reports / Net Worth & Balances / either Account Balances or Net Worth. Customize / Accounts Tab for accounts you want in Report including both taxable and tax-deferred as you may desire.2 -
Re: Edward Jones Investment Holdings are Incorrect
Operating an investment account using Simple Tracking (rather than Complete Tracking) will always use the 'latest' information. That means the brokerage download will always blow away your …1 -
Re: Conflict Between Categorizing and Acct Transfer for Category Field
By customizing the report, I get to this type of breakdown: Is that the report you are using or that your report is based on? In my case, I am limiting the transfers included in the Income section to…1
