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Re: How to handle SCHD split
Deleting the offered transaction would feel right to me, based on what you’ve described. I don’t know why it is being downloaded to you. If you later find a valid reason for the entry, you’ll always …1 -
Re: How to record the corporate spinoff of Jacobs Solutions (J), 12 shares, to Amentum Holdings (AMTM)
I don't condone the approach you are using. I consider it inefficient to have so many accounts with only a single security in each. So be it. So in the Jacobs account, are there now transactions…1 -
Re: How would I account for the medicare premium deduction from my Soc. Sec. check?
The FAQ on this topic: https://community.quicken.com/discussion/7863666/faq-how-to-record-social-security-income-customize-day-of-month-for-schedule#latest1 -
Re: Tax Schedule report omits any split transaction if first split line has no tax line item assigned
With that interest category having a valid tax line assigned to it, what he is saying is this doesn't work - [Mortgage] $1,300.00 Home:Mortgage Interest $1,400 [Escrow] $800 This does work - Hom…2 -
Re: How to enter Blackrock Inc to Blackrock Finance Inc Merger
However, changing the name to Blackrock Finance Inc alters the name for all BLK transactions, even those from before the recent company name change, including previously closed lots of BLK. Cornect. …1
