-
Re: Transferring Vanguard Individual Mutual Fund Accounts Into Single Brokerage Account
IMO, the best way to test and understand the Average Annual Return values in a portfolio view is to recreate the calculation in an Investment Performance report. The report can be customized to the s…2 -
Re: Quicken 12 upgrade to Classic Deluxe
Are you from Australia or New Zealand? Personal Plus was a designation the Australian rights-to-Quicken owner (Reckon?) used. While their program started from the same basis, over time it evolved to …1 -
Re: Entire year duplicated - how did this happen, and how to reverse?
Following along @Rocket J Squirrel comment, you can also sort the register based on Clr status. That would put all the uncleared (blank status) transactions at the bottom for easy selection and group…1 -
Re: What determines responsiveness/performance?
Not sure how to count ? — Within Help Menu selection, Ctrl-click or Shift-click on About Quicken. (That is, hold down the shift or ctrl key when you do a 'normal' right click on the About Q…1 -
Re: Transferring Vanguard Individual Mutual Fund Accounts Into Single Brokerage Account
@mshiggins The issue is not the date so much. It is that when "All Securities" is the selection, it is treated as all securities in the account without regard to date. My test for this was …1
