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Re: How do I add a preferred stock like ET/PRD (Schwab), ET/PD (Fidelity), ET-PD (Yahoo)
I’ll assume you have the base ET security already in your file. Change that name to Energy Transher (common) or similar. When you then add ET-D as a new security, it will come in as Energy Transfer, …1 -
Re: How to report proper cost per share after non-taxable spinoff - AT&T spun off WBD on 4/8/22?
What were the companies? How did you apply or get the transactions into Quicken? What transactions are in Quicken for this deal?1 -
Re: How to handle stock merger - VMware & Broadcom (edit)
EDIT 11/29 — Subsequent information appears to make the thoughts presented below incorrect. From the prospectus page 87, Form 8-K filing dated Oct 23, 2023 (emphasis added) Exchange for Broadcom Comm…1 -
Re: Asset Allocation Report Showing Closed Investments
The “other” post on this behavior. Likely the better discussion area. https://community.quicken.com/discussion/7942740/r53-16-asset-allocation-report-including-closed-positions-edit1 -
Re: Quicken Classic Windows: Express Connect Loans vs. Manual Loans
LIke you're 5 (?) … because I sad so, said Mr. Quicken. More verbosely, because it was easier for them to program that way rather than accommodate the various ways the financial institutions mig…1
