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Re: Investment Performance - the Gain and ROI numbers are wrong (edit)
How is the Gain/Loss % wrong? 49.557 shares x $150.21/sh = $7,439.50 current market value. Divide that by the $5,135 cost basis to get 1.4403%. Thus, 44% of the current value is gain. ROI? What is th…1 -
Re: Where are reinvested capital gains distributions recorded in Quicken?
The associated actions for those distributions will use the related categories automatically. From the Enter Transactions button, the Income selection will get you there.1 -
Re: Move Stocks to new Account
If you have all the lot detail in a Quicken account, I would encourage you to keep that detail available by using the Shares Transferred function. Not sure what the status might be with respect to st…1 -
Re: Why don't reference numbers and notes show the same way on both sides of a transfer?
You ask "Why … " Beyond my snippy answer "Because they didn't program it that way", we the community of users can rarely answer such why questions. The programming staff does…1 -
Re: Net Worth Calcs off (Historical views, not current)
I have a similar spreadsheet of net worth report data from an older version, but I can't say what Quicken version the prior data came from or when I initially or most recently produced it. In co…2
