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Re: Online Account Set Up with Wrong Currency
Not an area of strength for me, but I would try creating the account first as an offline manual account, no cash, no securities, making sure the currency designation is correct. Then I would make the…-1 -
Re: Problem with Investment Performance report
check your security prices for those two securities on that date.-1 -
Re: How to add TAG to list of transactions
You can create a transaction report, highlight the applicable transaction, click Edit / Retag and do it. In other words, a variety of ways.-1 -
Re: Would you add the "Online Balance" field to the "Account List" report?
Link to @TomTom idea post of February 2021 https://community.quicken.com/discussion/7888285/online-vs-ending-balance-report#latest My answer to your first question = No. I don't It is not the fi…-2 -
Re: how do I hide a security in "Holdings"
First action would be to click the gear icon, upper right of Holding window and uncheck Show closed lots. I suspect that is your issue with 'no longer active securities'.-1
