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Re: Does Quicken Classic Deluxe have a report that shows the share balance of your holdings?
The Reports / Investing / Portfolio Value report includes Share Quantities. Any Portfolio View (Ctrl-u) can be customized to include the share quantities - and grouped and customized a wide variety o…1 -
Re: Changing The Currency Of A Security
So as I understand this, you have had a security that is a USD-traded security with a US based ticker in your Quicken as a CAD based security in a CAD based account. Now you have established a USD ba…1 -
Re: Capital Gains not included on Capital Gains Report
The capital gains report presents realized gains and losses from sales of securities. It does not intend to report capital gains distributions from securities you own. The tax schedule report will (i…2 -
Re: "Convert 'shares added' to stock split?" question
Sorry I misunderstood your prior expectation. Again, I am not sure specifically why you are getting this pop-up prompt now other than it is a bit of a new checkpoint in the programming trying to fix …1 -
Re: Moving shares between accounts shows an incorrect transfer value (Roth Conversion)
Perhaps you should look at an Investment Performance report following the use of Shares Transferred. You should find in that report the values are based on closing prices.1
