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Re: Security Changed names on 8/25
Just so everyone reading this is clear, when you edit (change or rename) a security name, all historical transactions with the old name get changed to the new name. That is of no meaningful importanc…1 -
Re: Transactions occurring in the wrong accounts
For myself, I find pre-entering such transactions using scheduled reminders most effective. When I tell the cc-company to pull $X from the checking account on day Y, I make that entry into Quicken. I…1 -
Re: Is there a way to filter the Security Detail View by Account?
Following up on the @Jim_Harman comment … The Security Detail View shows 3 groups of data on the left side - My Holdings, Security Details, and Quote. The latter two are independent of the account. T…1 -
Re: Assigning a Category to a Transaction
https://community.quicken.com/discussion/comment/20381632#Comment_20381632 In that two separate process, If he records his “check” to her as a Vacation expense and her side income is the same categor…1 -
Re: Incorrect avg annual return % in Performance reports
Test case: This is my test case transaction list Began the year with three assets - Cash, AAPL, and VFINX - all at a $10,000 valuation. AAPL paid out 3 dividends totaling $55. VFINX paid out one divi…3
