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Re: how to handle - GE spin off of GEV (edit)
@stgd Quicken's results based on the GE 136.47 & GEV 140.00 share prices should be 79.59% of the basis retained and 20.41% of the basis passed on to GEV. (Those percentages are of the total …2 -
Re: Importing Old Portfolio Tax Lot Data
I looked at QPWs site but it didn’t seem relevant to my goal. The ImportQIF package on @Chris_QPW ‘s site will convert a csv file to a QIF that can be imported into Quicken. The process for investmen…1 -
Re: how to handle - GE spin off of GEV (edit)
@Philip107 As long as the "GE Stock Fund" in your GE 401k trades the same as the GE stock does, I don't see any real problems. I have heard of differences developing between Fidelity I…2 -
Re: Tackling the Investment portfolio -
There have been no really substantial changes to the basic investment tools for many years. As such you may find books like Quicken for Windows, The Official Guide or Quicken for Dummies or similar (…2 -
Re: Security Wash Sale
There is a companion aspect to that question - How to record? What are you trying to accomplish by so recording the wash sale considerations in Quicken? If you are trying to have your Quicken cap gai…1
