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Re: Unable to close account to due phantom account balance
When you redid the sale, did you let Quicken adjust the total amount (bad) or the price per share (good)? Was that security marked as hidden, and thus not showing up, or maybe disguised by a placehol…1 -
Re: Unable to close account to due phantom account balance
First, I am not a fan of Closing accounts, simply because it cannot be undone. Personal preference. So I don't go through that process very often. How about Reports / Investing / Portfolio Value…1 -
Re: What's up with my Avg Return numbers/
I believe the asterisks at the bottom level values indicates placeholders are involved. The placeholders may not apply to current holdings. If placeholders do exist, they are likely throwing off the …1 -
Re: Is there a report that subtotals transactions by Tags and then by Categories?
The Banking Report = Cash Flow by Tags = provides "Inflows" and "Outflows" by category line with columns for Tags. There is a final column for the totals across all tags. A column…1 -
Re: RERFX vs RERGX
Hard to say. Maybe even a user problem. Somewhere along the line, a mismatch has been generated ans accepted. Do you have both securities in your Quicken file? Make sure you do with the correct ticke…1
