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Re: Cash balances in investments
Also, sometimes people make it sound like you can switch back and forth between these modes with no problem at all. Well, my take on that is "if you are lucky". I have been one of 'tho…1 -
Re: Mutual Fund Converted to ETF
I recommend taking manual action in your Quicken file before accepting downloaded transactions from your financial institution. The download is likely to omit cost basis and per lot information. I ha…1 -
Re: How do I set the number of decimal places in the "Return % YTD column"
To my knowledge, Return % YTD is only available as a portfolio view column (Ctrl-U). In Quicken's jargon, that would not be termed a report (reports are generated through the Reports pull-down m…1 -
Re: Stock Split may be missing?
Those notices come from downloading quotes function with data from Quicken's third party data supplier. In this case, I see DSX declared a dividend payable Dec 4 to shareholders of record as of …1 -
Re: Cannot adjust cost basis of a security without changing cash balance?
Given those complications, I take Jim's approach - one Remove Shares, one Add Shares reflecting current shares owned and their basis. If all Average Cost now, multiple lots should not matter it …1
