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Re: Long processing times
However, if it does, will this cause you to lose access to historical data when running reports on the newly created account? You retain access to historical data IF in the reports you include the ac…1 -
Re: Long processing times
My approach with investment accounts over 10,000 transactions has been to: Backup the file (possibly validate the file) Create a new account as an offline account. From the prior account, use a Share…1 -
Re: Investment Performance
I too have found this discussion valuable and informative. In that regard, I also found the Investopedia article on TWR useful to understanding. https://www.investopedia.com/terms/t/time-weightedror.…1 -
Re: Why do I keep getting "SAMLERROR: Redirect failed" when trying to use Quicken Portfolio X-Ray?
@Quicken Jasmine it is unfortunate that the post I linked is closed, because that is where this discussion belongs. There is also another version in the archived moderation category. This problem has…1 -
Re: Two mutual funds in account with same symbol (edit)
https://community.quicken.com/discussion/comment/20384947#Comment_20384947 Are these really the same security? Might they be two different “classes”? Are they both matched to an online security? (Edi…1