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Re: How to record Sony Corp Spin-off on October 6, 2025
@John9 If it is a taxable dividend, the action of Dividend rather than Return of Capital would seem more appropriate. But also for a 401k, would likely not matter. Q-Mac features and options are diff…1 -
Re: Tagging Investment Dividend
BUT … normal income transactions, Div, int, etc. don’t have a category option. Therefore, you’d need to record the transaction as a MiscInc transaction where you can assign the category (_DivInc for …2 -
Re: Maturity Report for Bonds and CDs
One of a variety of improvements needdd to that report. Add your vote here: https://community.quicken.com/discussion/7673644/bond-maturity-report-needs-improvement-edited1 -
Re: Trying to add a stock to watch list or thru an account
I think this post reflects a issue identified here: https://community.quicken.com/discussion/comment/20532752#Comment_20532752 @Greg Wysocki Please review your security list (Ctrl-y) and remove the D…1 -
Re: Portfolio Xray - Schwab
See this discussion https://community.quicken.com/discussion/7969989/portfolio-x-ray-not-recognizing-etf-stock-funds1