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Re: Portfolio Xray - Schwab
See this discussion https://community.quicken.com/discussion/7969989/portfolio-x-ray-not-recognizing-etf-stock-funds1 -
Re: 457(b) and Roth 457(b) - how to setup when its one "account" from the Fidelity website
Personally, I’d go with #2. Whether to move transactions or delete and manually re-create would depend on number of transactions.1 -
Re: Backup size not changing
To clarify, all Quicken files (since 2010 or so) are ZIP-style compressed files; not just backups. There is no distinction in that manner between a regular Quicken QDF file and a QDF-backup file.2 -
Re: Reverse stock split with new stock in lieu of cash
I suspect the reverse split got entered creating 183 old shares (with the correct basis) and an Add Shares of 183 new shares was downloaded / entered (without the correct basis). If so, I would delet…1 -
Re: Quicken Classic for Windows - Older Unassigned stock transaction
As I see it, Specify Lots is for determining capital gains. I would not normally expect to see or evaluate capital gains through am Investment Transactions report, although the Realized Gains lines t…1
