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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 -
Re: specific lot selection for stock sells
As far as I am concerned, delete and reentry apply to sales only. The principle, in my mind is that if somehow the sale tags the wrong lots, deleting the sale clears that error. If one went to the ex…1 -
Re: Return to Capital - curious how others do it?
This is what I see in an investment transactions report subtotaled by Security for this type of situation. In this case the 12/30 transaction was recorded as "DivInc" to the _DivInc categor…2
