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Re: Journal Entry Actions
My condolences on your loss. Losing a parent is never easy. Given: Your father kept all his investment info in Quicken You have never used Quicken, and Accounts have been transferred to beneficiaries…1 -
Re: Performance
@Gary R You are asking two different questions - one about the Dow and the second about your account - both in the context of the Growth of $10K chart. 1 - The Dow chart in that Growth is purely the …2 -
Re: Performance
No, your DIA Dividend Channel info is with dividends REINVESTED (7.98% total return) and with dividends NOT reinvested but still collected as cash (7.35% total return). Both include the $13.14 of div…2 -
Re: How might I find the sale date of a specific stock lot?
I’d try the Capital gains report. Expand time frame to all dates or as needed, customize securities and accounts, sort by security rather than short- long-term. Review the report for the desired boug…1 -
Re: Adding years to transaction date
If you can prep all these transactions into an Excel csv file, see https://community.quicken.com/discussion/comment/20179789#Comment_201797891
