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Re: How to replace Security name for multiple transactions?
In my opinion, editing each investment transaction is the cleanest way to proceed - even if it involves editing 100 transactions one at a time. My recommendation starts with making sure you have a re…1 -
Re: How do I record a corporate merger that results in a new combined company
According to the costbasis.com presentation for this merger, it is a fully taxable transaction. I cannot independently corroborate that position, but I consider that a reliable reference. https://www…1 -
Bug - Portfolio view - Cost basis by lot
This is an obscure bug involving acquiring shares (Buy or Add) in one or more transactions, one or more subsequent stock splits, selling shares after the stock split without specifying lots, and late…1 -
Re: Working with the "Maturity Dates for Bonds and CDs" Report
Please take note of my "Idea" for improving the report: https://community.quicken.com/discussion/7673644/bond-maturity-report-needs-improvement-edited1 -
Re: Quicken not matching download transactions for renamed security
I understand that VANG WELLESLEY ADM is your shortened name for the fund. When you edit the details of that fund in Quicken, does it show the VWIAX ticker symbol? If not, add that in. Does it show it…1
