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Re: Provide a report to simplify tax loss harvesting
There is a start to that information available in portfolio views (scrolled to avoid showing any specific security) But not sortable by Days to … or by gain/loss per lot. The Group By must be Account…1 -
Re: Check box for manual reconciliation
Maybe I misunderstood, but I thought this was a suggestion box, not a help line. This site is primarily users helping other users. More help line than suggestion box. Thus many more active posters ma…1 -
Re: What's the proper way to enter the following transactions? (Mutual Fund exchange)
Note that the MF conversion process asks for the number of new shares received, not the conversion ratio. Thus you would provide the 24.519985 as the number of shares received. Quicken 'knows�…1 -
Re: How to create a Single File Quicken Archive
You can try working with these somewhat dated instructions: https://community.quicken.com/discussion/7150406/how-to-merge-two-quicken-files Right now whenever I open an old Quicken file the software …1 -
Re: Prior balance is wrong in reconcile
OK, I went back and checked. Maybe half (not all) my accounts start at $0 Opening Balance. Part of that is starting investment accounts manually as a clean slate - no cash, no securities - then build…1
