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Re: Stock Donations to Charity
Did you properly customize the repot to include the investment accounts? By default, that report uses only 'Banking' accounts, not "Investment" or "Property and Debt" ac…1 -
Re: How to record Sony Corp Spin-off on October 6, 2025
You are going to need to be patient on that set of entries, I imagine. This is fundamentally a Japanese firm spinning off a second Japanese firm under Japan's tax laws. The US shares trade as AD…1 -
Re: How do I print or save a stock intersection report?
@jlukes @MBrown1003 It is possible to highlight (select) the text of the X-Ray information, Crtl-V to copy that text to the Windows clipboard, and then paste that selected text into Excel (or similar…1 -
Re: Fidelity Investments - Dividend transactions for Foreign Stocks are not being automatically recorded
I used to own Imperial Oil, ticker IMO, in 2020. It was traded on Nasdaq (as I recall) in USD and treated tax-wise just like any other holding, except that as @pcg_quick noted an extra transaction fo…2 -
Re: Q's way of handling Corporate Security Spin-off Causes Issues/Confusion
You are not applying Quicken's Corporate spinoff correctly and I certainly agree it can be confusing and can cause issues. While not required, it is frequently helpful in these discussions to kn…2
