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Re: Moving shares between accounts shows an incorrect transfer value (Roth Conversion)
Perhaps you should look at an Investment Performance report following the use of Shares Transferred. You should find in that report the values are based on closing prices.1 -
Re: Still trying to obtain info from old backup files
His contact email was there at one point (a gmail address), but likely removed by a moderator (not as part of an automated system). You could still share messages and email addresses via private mess…1 -
Re: Securities Comparison Mismatch (x30 or so names)
My understanding of that type of problem is that the security you have in Quicken is not matched properly to the security being downloaded by the brokerage. My approach would be: Back up the file, ju…1 -
Re: Portfolio graph by account defaults to half-month interval; unable to change the default interval
Don’t keep those fingers crossed too long. They might get stuck that way. Sometimes those little fixes take the longest. Sometimes not.2 -
Re: Portfolio graph by account defaults to half-month interval; unable to change the default interval
That “home view” graph is really just a precustomized variation of a basic report/graph. In this case, it is a variation of the graph from the Portfolio Value & Cost basis report/graph. When you …1
