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Re: How to handle the NCR spinoff VYX/NATL yesterday 10-17-2023
If only it were so simple … to preserve correct cost basis on every lot Presumably, that means correct according to your financial institution (FI) aka brokerage. That then requires knowing what equi…1 -
Re: How do I combine two securities into one account using Quicken Deluxe on Windows 11?
Please clarify your question. Are the two securities the same company in the real world? Are they currently in the one account or are they in separate accounts and you want to combine them into one a…1 -
Re: How to use Quicken to track indexes within a portfolio view (solved)
However, I export a portfolio view to my other analysis tools and want the index data represented there, and this isn't currently implemented. In what fashion are the normal indexes not "cu…1 -
Re: How to link a checking account to an investment account
Is there a way to either transfer transactions from one account to another, or to merge two checking accounts? If so, that would let me combine the old RJA checking account transactions with this new…1 -
Re: How to Record the Veralto Corp spinoff from Danaher Corporation
1: To overcome the "Security Name already in use, please enter a new name." issue, you can either: Spinoff as a different company (Veralto-2) and then edit the transactions as might be pref…4
