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Re: Best practice for moving from manual entry/direct connect to web connect without data loss
While one certainly can have too many band-aids on their wounded file, what took place 6 months ago to reach that point for you? What is the real issue? I agree with Tom's guidance to create a n…1 -
Re: Long Term Cap Gains - Tax Planner report vs Investments Capital Gains report
The tax planner may be including LT cap gains distributions that are not part of the Cap Gains Report.1 -
Re: Investment Performance report Investments, Returns, and Avg. Annual Return question
Following up on the last comment from @Jim_Harman it would be very unusual to check any of those hidden investment income categories to not be part of the average annual return calculation. I would n…1 -
Re: All Portfolio Custom Views on the Investment Register
@BRETTB I understand your request, but I disagree with respect to development spending time on that task. As I see it, the pop-up that gets presented from the "Holdings" button on an invest…2 -
Re: Quicken frequently changes the opening balance of some accounts.
Having a lot of accounts and can indeed take some time to enter the dollar amounts into the Memo fields but here's a couple of things to chew on regarding it: One more thought building off @Boat…1
