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Re: from non-traded REIT to IPO
I agree with your assessment that you lose the old name. In such situations, I generally do that as a lesser of evils choice. You can put a reminder transaction in the account to that effect if you c…1 -
Re: Return by Type Not Calculating Correct Values
@allen_car It is perhaps helpful to note that if you revise the setup to include the cash component the numbers are in line with your calculation. Using Excel's XIRR function the comparison beco…1 -
Re: Exchange shares within Roth IRA from one mutual fund to another
It appears your Roth IRA account is set up as a Single Mutual Fund account. Get to the Account details and change the Yes to No. I think that will get you past these troubles.2 -
Re: How do I merge securities?
Whatever “AI Help” you were using lacks the “I” component. Those instructions will always fail exactly as you found. I would edit each of the transactions that referenced the less desirable name to i…1 -
Re: Trying to Subtotal Schedule B Report by Payee
I don't bother with a Schedule B report for comparison to 1099s. I use an Investment Transactions report customized to _Div, _ReinvDiv, _STCapGnDst or the equivalent Actions. That report can be …1
