-
Re: Need Help with Change of Ticker in Quicken
Most simplistically, this just an edit Security Details and changing the ticker there. The program will ask you about a) transferring the price history to the new ticker (normally a yes) and and b) d…2 -
Re: How to Handle Renamed Security that Keeps the Same Ticker Symbol
So you now have two securities in Quicken - Small Cap Fund Retail and Small Cap Retail. I would: Edit any transaction that use the Small Cap Retail name and change it to Small Cap Fund Retail.. In th…6 -
Re: SoldX from IRA not showing as 1099-R taxable distribution
I am sure the planned idea that @Boatnmaniac cited is exactly where this should be resolved. Mostly I commented here to bring to light the additional ___X transfer possibilities. It should be all or …1 -
Re: SoldX from IRA not showing as 1099-R taxable distribution
In my R61.21 release, I am not able to enter a SoldX transaction in an IRA account - nor a DivX or any other ___X type except the WithdrwX. If there is a recent bug, I suspect it is in allowing those…1 -
Re: Does Quicken Classic Deluxe have a report that shows the share balance of your holdings?
The Reports / Investing / Portfolio Value report includes Share Quantities. Any Portfolio View (Ctrl-u) can be customized to include the share quantities - and grouped and customized a wide variety o…1
