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Re: What is the Best Report(s) for checking performance of Securities Purchased (Date or Date Range)
The Investment portfolio views (Ctrl-U) can be customized to selected accounts and selected securities and can present a variety of different performance measures. Further, in addition to setting the…1 -
Performance - Redux -- Growth of $10K chart
In a recent discussion, @Gary R was dismayed and flummoxed at Quicken's presentation of the Dow Jones 30 Industrial performance in the Growth of $10,000 chart. I have followed up with some furth…1 -
Re: Which "Action" for transf cash fr Investing acct to checking account?
The IntIncX would be for interest income directly transferred to checking. DivX would apply to a dividend directly transferred. If you are receiving several such distributions and making an aggregate…1 -
Re: Schwab ETF splits causing Quicken Portfolio Discrepancies
It can't be from Investing, Portfolio, Update, Quotes because that could be updated during the trading day so that could be a transient price, not a closing price, which you would not think woul…1 -
Re: Schwab ETF splits causing Quicken Portfolio Discrepancies
There is a defined hierarchy as to how the sources for quotes are prioritized. Hierarchy for prices entered Manual price entry Current Price (Quote) Historical Price (Quote) Price downloaded with bro…1
