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Re: Portfolio graph by account defaults to half-month interval; unable to change the default interval
That “home view” graph is really just a precustomized variation of a basic report/graph. In this case, it is a variation of the graph from the Portfolio Value & Cost basis report/graph. When you …1 -
Re: specific lot selection for stock sells
As far as I am concerned, delete and reentry apply to sales only. The principle, in my mind is that if somehow the sale tags the wrong lots, deleting the sale clears that error. If one went to the ex…1 -
Re: Return to Capital - curious how others do it?
This is what I see in an investment transactions report subtotaled by Security for this type of situation. In this case the 12/30 transaction was recorded as "DivInc" to the _DivInc categor…2 -
Re: Return to Capital - curious how others do it?
My understanding - The REIT makes regular distribution throughout the year that at time of distribution get recorded in Quicken as dividends (or perhaps, I suppose some other form). End of year tax d…2 -
Re: Return to Capital - curious how others do it?
Since usually the tax forms are ‘correcting’ a previously reported dividend to actually be a RtrnCap, I frequently enter the RtrnCap as a normal transaction, then enter a MiscExp transaction assigned…1
