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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 -
Re: Where are reinvested capital gains distributions recorded in Quicken?
The associated actions for those distributions will use the related categories automatically. From the Enter Transactions button, the Income selection will get you there.1 -
Re: Move Stocks to new Account
If you have all the lot detail in a Quicken account, I would encourage you to keep that detail available by using the Shares Transferred function. Not sure what the status might be with respect to st…1
