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Re: Bonds
Frankly, I think doing a lot of things manually in Quicken is a great way to understand what is really going on. Should I just delete all the bond purchases I added manually and do a download from We…1 -
Re: Bonds
As an example Bank of America bonds were purchased so under Security Name I chose BAC for Bank Of America. Is there a different name that should be used? Yes, you should do something differently. The…1 -
Re: How to handle the NCR spinoff VYX/NATL yesterday 10-17-2023
If only it were so simple … to preserve correct cost basis on every lot Presumably, that means correct according to your financial institution (FI) aka brokerage. That then requires knowing what equi…1 -
Re: How do I combine two securities into one account using Quicken Deluxe on Windows 11?
Please clarify your question. Are the two securities the same company in the real world? Are they currently in the one account or are they in separate accounts and you want to combine them into one a…1 -
Re: How to use Quicken to track indexes within a portfolio view (solved)
However, I export a portfolio view to my other analysis tools and want the index data represented there, and this isn't currently implemented. In what fashion are the normal indexes not "cu…1
