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Re: Transferring Vanguard Individual Mutual Fund Accounts Into Single Brokerage Account
I agree with @Jim_Harman that the situation you are seeing with the All Securities selection is a bug. I will also point out that once the Remove Shares and Add Shares transactions are generated they…2 -
Re: Transferring Vanguard Individual Mutual Fund Accounts Into Single Brokerage Account
@robert@ If I am following your steps so far, you had a Quicken account for the mutual funds that was up-to-date with transactions even though the real world account transitioned to a brokerage accou…1 -
Re: What's the best way to record covered calls?
Caveat: I am not a covered call investor. Regarding the rename and two security aspects: Both securities have CUSIPs applied so for both of those that information came from the brokerage download. Th…1 -
Re: How do I properly record purchases of an employer retirement plan?
@CaliQkn Yes, one can make such a deposit, and I indicated so in my first reply in this thread. Doing so would allow the OP to track their deposits into the account. I do not see that as a required m…1 -
Re: How do I properly record purchases of an employer retirement plan?
@SkyPigPilot This is a federal employee Thrift Savings Plan account. The gain/loss percentage is 96%! Given an 18+ year investment history, having an overall 96% gain does not seem unreasonable, if a…1
