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Re: Moving my four Vanguard accounts to Fidelity
Sigh — all that did in my opinion was confirm that Quicken is using the basis of the Add Shares transaction for the Return YTD calculation. Without seeing and testing your data, I can’t comment on wh…1 -
Re: How to Record Exchanging Warrants for Co. Stock
The place to start is this post from the original time frame. Yes, dividend, then buy.1 -
Re: Moving my four Vanguard accounts to Fidelity
So as I understand it: 12/31/24 You had 645 shares in one account (F) @ 27.47 / share for a 17,718 market value You had 774 shares in a second account (V) @ 27.47/share for a 21,262 market value Valu…2 -
Re: Short term basis incorrect on sale
"footed"??? "downloading all of the transactions" — from where? A fresh download from the brokerage, or are you saying an export of the Quicken transactions that you then opened i…1 -
Re: Quicken Classic for Win - OL-295-A Errors at Vanguard
Vanguard downloaded for me this afternoon as well. Still showing as a Direct Connect connection. Newly downloaded transactions (this OSU) matched as necessary with previous manual and QFX imported tr…1
