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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 -
Re: How to create a Single File Quicken Archive
You can try working with these somewhat dated instructions: https://community.quicken.com/discussion/7150406/how-to-merge-two-quicken-files Right now whenever I open an old Quicken file the software …1 -
Re: Prior balance is wrong in reconcile
OK, I went back and checked. Maybe half (not all) my accounts start at $0 Opening Balance. Part of that is starting investment accounts manually as a clean slate - no cash, no securities - then build…1 -
Re: Prior balance is wrong in reconcile
@NotACPA Not so. There is nothing to stop a user from having a $0 Opening Balance transaction, and then having the second transaction create the actual starting cash value. FWIW, my earliest dated tr…1 -
Re: Why is Amount Invested incorrect on Portfolio View
When you set that other starting date, the premise is that you started with the 12/31/23 value as Amount Invested.1
