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Re: Investment Performance Incorrect
Since the Investment Performance report makes a cash flow calculation for the IRR, is considering the transfers of cash in and out as part of the performance, so if you funded the account during that…1 -
Re: One specific category always in every transaction report and it isn't selected
Look for the “Early Access” feature in preferences and toggle it off.1 -
Re: how to handle - GE spin off of GEV (edit)
You should NOT create the GEV security prior to using the Corporate Spinoff macro-transaction. The spinoff action makes the assumption that the old company is creating a new company. If you enter the…2 -
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 cost …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