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Re: Exporting transactions in a particular account
You can also call up an Investments Transactions Report and export that Excel, or copy it to the Clipboard and paste it into a spreadsheet. That report likely has more detail than the Banking Transac…2 -
Re: Why are Lots missing in Account Overview> Holdings > Value
How did you handle the brokerage conversion with Quicken? One account with the FI name changed, or two accounts, one for each brokerage? If the second, how were the shares transferred? You used Share…1 -
Re: Update cached data from Schwab/other investment FIs more frequently [Edited]
@veegee It has often been stated in this site by long-time users that Quicken is not a good tool for the active day-trader. They do not fall within Quicken’s apparent target demographic. This idea / …0 -
Re: My investment portfolio was out of balance
If the account is not showing a transaction list, it has likely switched to be in Simple mode. Edit the account details to switch it back to Complete mode. You should then have control. It is possibl…1 -
Re: Gift of stocks to others
So you are suggesting that as a reasonable procedure, at least for your needs. Fine. It seems everywhere you used the word ‘account’, you meant in Quicken nomenclature ‘category’. There is no sub-acc…1
