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Re: I see Quicken can keep track of Bonds but that is not an account type? Why not?
With respect to Savings Accounts, you are not missing anything. That interest field is just sort of a reference value, just as a phone number for the bank might be. When working as a security in an i…1 -
Re: Corporate Spinoff Wizard does not give correct results on a Lot basis for large data files.
@JMSOUNDER Here is my evaluation of your data. I see the total basis after spinoff $0.01 different that before spinoff. I see the total GE Basis after spinoff off by $0.03. I see the total GEHC Basis…1 -
Re: Possible to rearrange the order of holdings for an Investment account?
Along the same lines, I'd like to be able to subtotal the holdings (i.e. stock fund total, bond fund total). There are a couple of way to approach that. You could create separate security types …1 -
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
