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Re: Transfer portfolio from from ML to Fidelity - how to handle fractional shares
VOO is (to my knowledge) a high volume ETF. There should be no delay selling those fractional shares. It is possible on some such sales, commission may eat up some of the proceeds. The key here is to…1 -
Re: How to have "pass thru" money not be income or expense in P&L
@Tom Young Would it be similarly possible to just record the inflow and outflow to the same category such that they netted to $0; a category set up as not tax related?1 -
Re: Shares Transferred Between Accounts Errors
Yes, selecting All or having it preselected prior to specifying the security name seems to be the issue. I believe I was able to replicate the issue. Enter a Shares Transferred for one security, All …2 -
Re: fixing fractional share entries created by Quicken
Once generated, the Add Shares from the Shares Transferred action are completely independent of the original lots in the originating account. The consequence for Average Annual Return calculations is…1 -
Re: Rules for Investment Transaction Downloads
I mean, if the Action says Div or ReinvDiv, you pretty much know what the transaction was about (and they are already Upper/Lower Case :) Not exactly. A typical reinvestment transaction via the OFX f…1
