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Re: One Step Update Summary does not show correct information?
There are a few levels or aspects to understand here. You are using Quicken Canada. Most commenters will be using US Quicken. My comments will be from the US version. I don't have any reason to …2 -
Re: R52.33 - Unable to open data file on first try - then opens after pointing to file (edit75)
https://community.quicken.com/discussion/comment/20392990#Comment_20392990 Actually, it can be both. There are two different "Answered" tags I see. Without a checkmark, Answered simply mean…2 -
Re: Bonds
Frankly, I think doing a lot of things manually in Quicken is a great way to understand what is really going on. Should I just delete all the bond purchases I added manually and do a download from We…1 -
Re: Bonds
As an example Bank of America bonds were purchased so under Security Name I chose BAC for Bank Of America. Is there a different name that should be used? Yes, you should do something differently. The…1 -
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
