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Re: Refresh Error After update on Grouping when In Dashboard/Portfolio
I have had the same irritation for years. @Quicken Kristina No, the issue is that when a portfolio view first displays with group by Security Type, the only Types presented are those with non-zero sh…2 -
Re: What to put in when an ETF matures.
Don’t know about a bond ETF but when a real bond matures, you need to sell it. Depending on circumstances and preferences, you might sell it for face value or for cost with interest income making up …1 -
Re: Best practice for moving from manual entry/direct connect to web connect without data loss
As I see it, that Simple mode is a result of a “be careful what you ask for” situation. Perhaps the solution fits some users, but I rarely see posts from them on this site. For the rest of us, it can…1 -
Re: Best practice for moving from manual entry/direct connect to web connect without data loss
While one certainly can have too many band-aids on their wounded file, what took place 6 months ago to reach that point for you? What is the real issue? I agree with Tom's guidance to create a n…1 -
Re: Long Term Cap Gains - Tax Planner report vs Investments Capital Gains report
The tax planner may be including LT cap gains distributions that are not part of the Cap Gains Report.1
