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Re: How might I find the sale date of a specific stock lot?
I’d try the Capital gains report. Expand time frame to all dates or as needed, customize securities and accounts, sort by security rather than short- long-term. Review the report for the desired boug…1 -
Re: Adding years to transaction date
If you can prep all these transactions into an Excel csv file, see https://community.quicken.com/discussion/comment/20179789#Comment_201797891 -
Re: Payee name cutoff
See https://community.quicken.com/discussion/7943909/downloading-transactions-now-only-have-2-letters-for-vendor-name and https://community.quicken.com/discussion/7943854/updated-12-19-23-wells-fargo…1 -
FAQ: Importing security prices including Hi/Lo/Vol
It is now pretty well documented in Quicken's Help files how to import security prices into the datafile as a csv file. The actual format can be flexible, but the common sequence is: Ticker, Clo…1 -
Re: Investment Performance - the Gain and ROI numbers are wrong (edit)
How is the Gain/Loss % wrong? 49.557 shares x $150.21/sh = $7,439.50 current market value. Divide that by the $5,135 cost basis to get 1.4403%. Thus, 44% of the current value is gain. ROI? What is th…1
