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Re: Entering Schwab Wealth Advisor Expenses in Quicken
The transaction should not go into Quicken as an XOut transaction which requires an account. A transaction such as MiscExp, Withdraw, or WriteChk is preferable because they are Category oriented.1 -
Re: Share price in Quicken transaction differs from actual price
From the fund family’s side, you were due cash of $51.20. The fund closed that day at 199.14. That means you were ‘owed’ 0.2571… shares. But they only track and distribute to a 0.001 precision, thus …2 -
Re: Standard Definition of Calendar Quarter vs. IRS Quarter Definition
First off, I agree that the most common approach is four equal payments, but moving beyond that … My viewpoint is biased by having worked through an underpayment penalty many years ago. That process …2 -
Re: Modifying items in the Growth of $10K "My Accounts" list
The security (or securities) being graphed is controlled through the Security Selection pull down at the top as well as the account selection. You can limit that to one security, but you cannot have …1 -
Re: Fidelity Investment Mismatches After Updating
There are two sources of downloaded quotes the Quicken uses - your brokerage(s), Fidelity in this case, and a third party data supplier. The third party data supplier relies on the Ticker assigned in…1
