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Re: Bonds for Dummies?
Yes, the categories starting with an underscore are required to exist so that Quicken can match them up with investment account actions. Quicken “hides” them I guess so that users do not try to dele…1 -
Re: How to enter Exxon XOM purchase of Pioneer Natural Resources PXD in Quicken
@sjmsing I usually see the cash-in-lieu credit about 3 days after the deal. Your plan to “sell” the fractional shares for that CIL amount is correct. The only gotcha can be if multiple lots are invol…1 -
Re: how to handle - GE spin off of GEV (edit)
The Form 8937 is finally available through the FAQ for this spinoff on this site: https://www.geaerospace.com/investor-relations/shareholder-services That form suggests one possibility of using the o…3 -
Re: How to enter Exxon XOM purchase of Pioneer Natural Resources PXD in Quicken
The counter-question to that is: At the close of business on Thursday, did you have 100 shares of PXD or 232.34 shares of XOM? My brokerage shows the exchange on the Friday with the PXD held on Thurs…1 -
Re: How to enter Exxon XOM purchase of Pioneer Natural Resources PXD in Quicken
Upon further review: The price does make a difference. For the record, XOM closed at 116.24 on Thursday 5/2 and 116.00 on Friday 5/3. One can argue to use either date I suppose, but one needs to be c…1