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Re: Adjusting dividends
I’d edit the day 0 transaction and use the memo field for a concise reminder. You can also use a Reminder transaction for further memo-type explanations.1 -
Re: Why Account Balances Report on Property & Debt tab is incorrect?
FWIW: referenced post1 -
Re: S-Corp shares cost basis adjustment
For that type of transaction I have typically entered a series of 'cash' income transactions consistent with the K-1. Some might have been dividends, some interest, some Misc with a special…1 -
Re: 6 years of data & attachments in .QDF file approaching 840MB. Should I create a new file ?
I’ve got 30+ years of data in my file, but no attachments. I would not consider a new file unless serious, very serious, problems existed. While the visible QDF file can be significantly increased by…1 -
Re: After TDA/Schwab conversion
I'll have to beg off at this point, simply because I don't deal with puts and calls. They do develop 'issues' with respect to the associated tickers and possibly CUSIP identifiers…1
