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Re: Two mutual funds in account with same symbol (edit)
https://community.quicken.com/discussion/comment/20384947#Comment_20384947 Are these really the same security? Might they be two different “classes”? Are they both matched to an online security? (Edi…1 -
Re: I see Quicken can keep track of Bonds but that is not an account type? Why not?
Thanks to @Boatnmaniac for a nice and very helpful write-up. A few auxiliary comments. You might note in his example, his bond has a ticker symbol = Bond1. I think having a ticker on a bond is a good…2 -
Re: I see Quicken can keep track of Bonds but that is not an account type? Why not?
Bonds should be tracked as securities in a brokerage account. There is a security type specific to bonds.2 -
Re: how should I record a partial tender of JNJ shares in exchange for KVUE?
I wholly agree with your thinking and Tom’s thinking on this. I do tend to shy away from the transactions that reference back to the same account (Tom’s XOut reference). As such I’d lean toward: Sell…1 -
Re: Mass Update to Watch List
No there is not. I would be inclined to get the account securities listed in one view and have the Security list Ctrl-y adjacent. Then I’d work down the security list checking the watch list boxes as…1
