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Re: Merrill security rename issue
As I would approach this: Make sure you have both the common and the preferred securities existing in the Quicken file. The two names must be unique but do not need to match identically with the brok…1 -
Re: Fidelity mutual fund merger has me confused how to enter into QWin
@Chris_QPW … Quicken tracks securities by CUSIP and as such the name isn't "important" (side note importing securities in QIF is by security name, and by CUSIP with QFX), but can certa…1 -
Re: Fidelity mutual fund merger has me confused how to enter into QWin
Sorry for the mixup on the tickers. Fidelity has a Q&A about this (and other similar) mergers. That doc in part says: For Merger #3 (Fidelity International Capital Appreciation Fund into Fidelity…1 -
Re: How to create a account balances report for both tax and tax deferred investments.
Reports / Net Worth & Balances / either Account Balances or Net Worth. Customize / Accounts Tab for accounts you want in Report including both taxable and tax-deferred as you may desire.2 -
Re: Edward Jones Investment Holdings are Incorrect
Operating an investment account using Simple Tracking (rather than Complete Tracking) will always use the 'latest' information. That means the brokerage download will always blow away your …1
