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Re: Question About Asset Allocation and Expected Return Regarding Bonds
Why? Quicken is getting that info from third party data supplier. That supplier may have SPAXX (and the others) as holding Domestic Bonds, or they might be showing the MM holding a different class th…1 -
Re: Fidelity 401(k) securities going to new name
I’ll assume you edited the three recent transactions changing the security name to exclude the “(TFUP)” appendage and match the prior commonly used security name. If so, you should be able to delete …2 -
Re: Fidelity 401(k) securities going to new name
First, are they really the same securities? Same number of shares before and after? Same pricing? In the security list (ctrl-y) what does it show for Symbol and CUSIP for the two similarly named secu…1 -
Re: Credit Card Pmnt: Transfer Categorization Not Working Correctly
When you download transactions from a financial institution, you have a choice as to whether those transactions automatically appear in your bank and cc registers or whether those transactions are fi…1 -
Re: Please Delete My User ID
But I do want to mention that I have never used the same Quicken Id for my data file and for this forum. There is zero requirement to do that, and I have never been comfortable with them being connec…1
