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Re: I see Quicken can keep track of Bonds but that is not an account type? Why not?
Thanks to @Boatnmaniac for a nice and very helpful write-up. A few auxiliary comments. You might note in his example, his bond has a ticker symbol = Bond1. I think having a ticker on a bond is a good…2 -
Re: I see Quicken can keep track of Bonds but that is not an account type? Why not?
Bonds should be tracked as securities in a brokerage account. There is a security type specific to bonds.2 -
Re: how should I record a partial tender of JNJ shares in exchange for KVUE?
I wholly agree with your thinking and Tom’s thinking on this. I do tend to shy away from the transactions that reference back to the same account (Tom’s XOut reference). As such I’d lean toward: Sell…1 -
Re: Mass Update to Watch List
No there is not. I would be inclined to get the account securities listed in one view and have the Security list Ctrl-y adjacent. Then I’d work down the security list checking the watch list boxes as…1 -
Re: I see Quicken can keep track of Bonds but that is not an account type? Why not?
With respect to Savings Accounts, you are not missing anything. That interest field is just sort of a reference value, just as a phone number for the bank might be. When working as a security in an i…1
