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Re: Saving Goal Question
@Divemaster I don't think you are doing anything 'wrong' in your approach. I have not used SGs frequently, but I do recall using your approach way back in the DOS or early Windows days…1 -
Re: Capital Gains Report - display total shares
in most cases, the report would be showing capital gains developed from the sale of several different securities. In such cases, the total number of shares is meaningless. Perhaps if the report is su…1 -
Re: Help accessing, tracking, and assessing my Vanguard account
I have Vanguard accounts and have used Quicken to track them for about 35 years very successfully in much the manner you are seeking. I am skeptical that you can get 20 years oh data. I believe with …2 -
Re: Will merging security "XYZ (401k)" with security "XYZ" cause any problems?
1. Why did, or still does, Quicken at (401K) to the end of a security name that is created within the 401k account type? To my knowledge, Quicken never did force that implementation, that is add the …1 -
Re: Fidelity - Security with same symbol appears with different names in retirement accounts
There can be a variety of issues here. Frankly, if it were me, I'd take on the task of "manually changing the names for hundreds of transactions over the years" and then deleting the n…1
