-
Re: Gift of stocks to others
So you are suggesting that as a reasonable procedure, at least for your needs. Fine. It seems everywhere you used the word ‘account’, you meant in Quicken nomenclature ‘category’. There is no sub-acc…1 -
Re: Schwab ETF splits causing Quicken Portfolio Discrepancies
Do you know if there are different data suppliers for Historical Price versus Current Price? I believe they are different suppliers for some reason. I do not have reliable information on who the part…1 -
Re: How Can I Add a Missing CUSIP to a Mutual Fund?
You cannot simply add the CUSIP. You need to match the downloading security to a security in your Quicken file. I don't know specifically why that did not happen when FSCJX first appeared. What …1 -
Re: Investment account (Schwab) using a separate cash account - can't seem to figure out how to add
That helps further - somewhat. SNSXX and SWVXX are money market funds that may be invested in Treasuries and similar securities, but they are not Bond funds in the common sense. As MM funds, it is mo…1 -
Re: Portfolio View Unrealized Gains
The gain/loss column is showing current unrealized gains = difference between current market value and cost basis.2
