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Re: Portfolio Crashing -- if our file is broken, what are best practices for file and backup management?
Is there any risk to repeatedly using the "validate and repair" function? I'll offer that there are mixed opinions on that question. The old time message was only to do the validation …1 -
Re: investment account market value and cash report
Not exactly what you are after, but … I have a portfolio view set up to show only cash and MM holdings in all my investment accounts. Considering that adjacent to that is the Account Bar with each ac…3 -
Re: Provide a report to simplify tax loss harvesting
There is a start to that information available in portfolio views (scrolled to avoid showing any specific security) But not sortable by Days to … or by gain/loss per lot. The Group By must be Account…1 -
Re: Check box for manual reconciliation
Maybe I misunderstood, but I thought this was a suggestion box, not a help line. This site is primarily users helping other users. More help line than suggestion box. Thus many more active posters ma…1 -
Re: What's the proper way to enter the following transactions? (Mutual Fund exchange)
Note that the MF conversion process asks for the number of new shares received, not the conversion ratio. Thus you would provide the 24.519985 as the number of shares received. Quicken 'knows�…1
