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Re: convert a brokerage account to an IRA account crashes Quicken
Try resetting the Show cash option to No and then the conversion. Generally, that option is not available for IRA-type accounts.1 -
Re: Net Worth Report Not Functioning Properly
the back-up would have to be from 14 years ago. This would not work for various reasons, but thanks for your suggestion. (Referencing the post @mshiggins cited above for dates and releases.) The need…1 -
Re: Quicken Classic Premier R61.17: Lifetime Overview Report Error
I'll start by offering that Unrealized Gain has always been flaky in my opinion. Where I have seen it presented, the programming has taken it on a day by day calculation. So in an effort to unde…1 -
Re: How to correctly record Vanguard transfers when "cash" is held in Money Market?
I believe you can mark multiple posts as answering your question. Mostly, that help later readers get to the better responses quicker. Re: Transfers — you can certainly pre-enter the transaction and …2 -
Re: Add Additional Expand/Collapse Option in Portfolio View [Edited]
You are right there is no in-between expand/collapse button or feature. But the lot detail is only available if the view is grouped by: Accounts. Therefore to get back to your manageable view more qu…1
