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Re: Zero out investment account so does not change net worth reports for past activity
Enter a Remove Shares for each security dated to the time of the transfer. A better original path would have been the Shares Transferred between Accounts which would have generated Remove Shares and …1 -
Re: NVDA stock split just trashed Investing/Portfolio report - Shares & Price (edit)
I’ll go out on a limb and state a Shares Added is never correct for a Stock Split event. That is an error on the FI’s part. But situations do develop where an apparent Stock Split might be better han…3 -
Re: Downloading transactions, Quicken does not show an existing security based on cuspid
@PhilSlater i suspect you have the Security Type for that security in Quicken set to Market Index. If so, change the type to Stock or Mutual Fund (or most anything else).2 -
Re: Question about deleted account - how to get it back (edit)
Does this (deleting an account in Quicken) set some kind of flag at the bank that prevent Quicken from re-creating the account? No. you should be able to create a new account in Quicken connected to …2 -
Re: Adjusting dividends
I’d edit the day 0 transaction and use the memo field for a concise reminder. You can also use a Reminder transaction for further memo-type explanations.1
