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Re: Got a pop-up window showing securities mismatch. How do I resolve it?
Does the LAM … NEW exist in your Quicken security list? If so, delete it. The StkSplit should refer to the original LAM security1 -
Re: How to handle SCHD split
Deleting the offered transaction would feel right to me, based on what you’ve described. I don’t know why it is being downloaded to you. If you later find a valid reason for the entry, you’ll always …1 -
Re: How to record the corporate spinoff of Jacobs Solutions (J), 12 shares, to Amentum Holdings (AMTM)
I don't condone the approach you are using. I consider it inefficient to have so many accounts with only a single security in each. So be it. So in the Jacobs account, are there now transactions…1 -
Re: How would I account for the medicare premium deduction from my Soc. Sec. check?
The FAQ on this topic: https://community.quicken.com/discussion/7863666/faq-how-to-record-social-security-income-customize-day-of-month-for-schedule#latest1 -
Re: Tax Schedule report omits any split transaction if first split line has no tax line item assigned
With that interest category having a valid tax line assigned to it, what he is saying is this doesn't work - [Mortgage] $1,300.00 Home:Mortgage Interest $1,400 [Escrow] $800 This does work - Hom…2
