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Re: how should I record a partial tender of JNJ shares in exchange for KVUE?
I wholly agree with your thinking and Tom’s thinking on this. I do tend to shy away from the transactions that reference back to the same account (Tom’s XOut reference). As such I’d lean toward: Sell…1 -
Re: Mass Update to Watch List
No there is not. I would be inclined to get the account securities listed in one view and have the Security list Ctrl-y adjacent. Then I’d work down the security list checking the watch list boxes as…1 -
Re: I see Quicken can keep track of Bonds but that is not an account type? Why not?
With respect to Savings Accounts, you are not missing anything. That interest field is just sort of a reference value, just as a phone number for the bank might be. When working as a security in an i…1 -
Re: Corporate Spinoff Wizard does not give correct results on a Lot basis for large data files.
@JMSOUNDER Here is my evaluation of your data. I see the total basis after spinoff $0.01 different that before spinoff. I see the total GE Basis after spinoff off by $0.03. I see the total GEHC Basis…1 -
Re: Possible to rearrange the order of holdings for an Investment account?
Along the same lines, I'd like to be able to subtotal the holdings (i.e. stock fund total, bond fund total). There are a couple of way to approach that. You could create separate security types …1
