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Re: A Corporate Spin-Off Transaction has, I think, corrupted my data file
The canned spin-off transaction for a single lot holding includes a MiscIncX transaction assigned to the _UnrlzdGain category. The magnitude of the transaction (if I recall correctly) is the differen…1 -
Re: Edit/Override security CUSIP ID
@eeciii Working from the end, the ticker symbol field in Quicken is conceptually for stocks and mutual funds. If the Security Type for the security is Bond or CD, the ticker field is greyed out. To c…1 -
Re: Transfer portfolio from from ML to Fidelity - how to handle fractional shares
VOO is (to my knowledge) a high volume ETF. There should be no delay selling those fractional shares. It is possible on some such sales, commission may eat up some of the proceeds. The key here is to…1 -
Re: How to have "pass thru" money not be income or expense in P&L
@Tom Young Would it be similarly possible to just record the inflow and outflow to the same category such that they netted to $0; a category set up as not tax related?1 -
Re: Shares Transferred Between Accounts Errors
Yes, selecting All or having it preselected prior to specifying the security name seems to be the issue. I believe I was able to replicate the issue. Enter a Shares Transferred for one security, All …2
