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Re: Q's way of handling Corporate Security Spin-off Causes Issues/Confusion
While the transactions you see from your broker (either online, as a confirmation, or as a periodic statement) may appear to the investor that simply, there is more going on in the back room than mee…1 -
Re: Mutual Fund merger
I would suggest since you are committed to the Average Cost approach, you can reduce this conversion to two transactions: * Remove Shares -- all shares of the T Rowe Price Growth and Income fund. Not…1 -
Re: Quicken mis-interpreting Broker Shares in One Step Update
@bw2 This certainly sounds like a problem where the broker's IBM reported security (CUSIP = 459200101) is incorrectly matched to a Quicken security. I suggest you look at the Security List in Qu…1 -
Re: Investment Income Report --mis-reports dividend income
The 'point' of having an account designated as "tax deferred" (not tax exempt) is so that tax related reports can properly by default exclude those accounts, transfers in and out …1 -
Re: Switching from Online reconciling back to Paper reconciling
I’m confused. You had been reconciling to online balances for years, yet either the accounts weren’t balanced or they only balanced through the addition of multiple balance adjustment transactions. I…1
