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Re: fixing fractional share entries created by Quicken
Once generated, the Add Shares from the Shares Transferred action are completely independent of the original lots in the originating account. The consequence for Average Annual Return calculations is…1 -
Re: Rules for Investment Transaction Downloads
I mean, if the Action says Div or ReinvDiv, you pretty much know what the transaction was about (and they are already Upper/Lower Case :) Not exactly. A typical reinvestment transaction via the OFX f…1 -
Re: Local Backup - Behavior versus set limits
The intent is that the oldest one is deleted. But there are questions about that process if the backups gets dates added to the file names. Best to test for your settings.1 -
Re: Old Question - Disconnect between tax status of account and its transactions
If one excludes the IRA accounts, how does one account for the income generated by the distribution from that account? The distribution must be a transfer from that IRA account to a taxable account. …1 -
Re: Transfering stocks from one brokerage to another?
Option 1: If the receiving brokerage is new and the old brokerage is going away … Disable the online connectivity to the old account (if applicable) Change the FI to the new brokerage Enable the conn…1
