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Re: How to add a Cusip to a bond when not entered w/the bond purchase. Need to track prices.
Edit Security Details. Change Security Type to something other than Bond. Change the ticker / symbol as desired. Accept the Merge prices option. Accept or decline the delete prices option. Change typ…-1 -
Re: Improve handling of IRA distributions, including QCDs and Roth conversions
I've seen this issue mentioned before and never quite understood. My understanding is that an individual has an entire RMD requirement based on all the applicable IRA accounts. I suspect that i…-1 -
Re: Capital Gains report using wrong cost basis
I am curious how you actually entered the spinoff. There are a variety of was including and varying the built in Corporate Spinoff. In that same context, what release of Quicken were you using for th…-1 -
Re: Copying transactions from one quicken file to another
Believe it or not, in an urgent situation, it may actually be faster to retype 100 transactions and be done with it. Faster than going back and forth here with questions, answers, explanations and cl…-1 -
Re: Changing 'Account Intent' not updating in saved reports
Not at all clear what real-world type of account this is, but you can try this— In your newly created investment account edit the account details to have it use a linked checking account. That will c…-1
