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Re: How to use Quicken to track indexes within a portfolio view (solved)
However, I export a portfolio view to my other analysis tools and want the index data represented there, and this isn't currently implemented. In what fashion are the normal indexes not "cu…1 -
Re: How to link a checking account to an investment account
Is there a way to either transfer transactions from one account to another, or to merge two checking accounts? If so, that would let me combine the old RJA checking account transactions with this new…1 -
Re: How to Record the Veralto Corp spinoff from Danaher Corporation
1: To overcome the "Security Name already in use, please enter a new name." issue, you can either: Spinoff as a different company (Veralto-2) and then edit the transactions as might be pref…4 -
Re: How to transfer investments from one account to another? (edit)
Use the Shares Transferred function from the Enter transactions button in the Business account.1 -
Re: How to transfer investments from one account to another? (edit)
Two more points: Backup First, and That assumes the basis and acquisition dates also transfer as the shares transfer from Business to Trust. I am not tax-savvy enough to know if that is correct or no…1
