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Re: How do I get a correct Portfolio Balance and Cost Basis Report?
Point 1 -- Reports (in this case your Portfolio Value Report) are subject to a preference setting for how many decimals to present on share quantity and price/share. It appears yours is set to 3. Thu…-1 -
Re: Can I recategorize multiple transactions at once
You can pull up a banking transactions report, customize as needed, highlight (select) multiple transactions, and then click the Edit button to recategorize the selected transactions.-2 -
Re: Why doesn't ONE STEP UPDATE SUMMARY (OSU) show a list of invalid stocks?
As indicated by multiple comments above, the table that is generated is unreliable. So I suggest you quit worrying about not seeing the 'report'. It would not help you if you did. As to wh…-1 -
Re: Vanguard Funds shows wrong share price when downloading
I suspect you have a brokerage (online) security mismatched to your Quicken security. That matching uses the CUSIP # for the security rather than the ticker. The CUSIP # for a matched security should…-1 -
Re: Mutual Fund Conversion with a commission
So you want Quicken to make this same mistake? The cost basis of all holdings needs to be the total of the cost basis of the individual lots. 100 + 200 + 300 does not equal 620, (so says Captain Obvi…-1
