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Re: After TDA/Schwab conversion
I'll have to beg off at this point, simply because I don't deal with puts and calls. They do develop 'issues' with respect to the associated tickers and possibly CUSIP identifiers…1 -
Re: Change default IRA transfers out tax line item
While this certainly ties to the "Improve handling of IRA distributions" idea that is now "planned", this would seem to be a simpler adjustment that perhaps could be implemented a…1 -
Re: TD Ameritrade to Schwab w/ multi-currency support environment
Accounts with Japanese Yen as currency are displayed and only the TD Ameritrade is with US Dollar. I'm suspecting that the multi-currency support in Quicken could affect this issue. I suspect my…1 -
Re: how to handle - GE spin off of GEV (edit)
@tvicki If your Quicken Spinoff process generated a RtrnCapX transaction, you must have had only one lot of GE. That likely makes things easier. Was your Quicken cost basis for that GE holding the sa…3 -
Re: Zendesk Cash received from merger - pairing to the stock buy
The deposit transaction should be deleted. A sell shares for the same amount should be entered.1