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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 -
Re: Quicken R19 for Windows "price history" --> new cannot enter new date in format xx/xx/xxxx, only l
You might fine the + and - keys helpful to advance/reduce the date one day at a time; or 'm' for beginning of month progressing backward; 'h' for end of month progressing forward,…1 -
Re: Got a pop-up window showing securities mismatch. How do I resolve it?
Does the LAM … NEW exist in your Quicken security list? If so, delete it. The StkSplit should refer to the original LAM security1 -
Re: How to handle SCHD split
Deleting the offered transaction would feel right to me, based on what you’ve described. I don’t know why it is being downloaded to you. If you later find a valid reason for the entry, you’ll always …1 -
Re: How to record the corporate spinoff of Jacobs Solutions (J), 12 shares, to Amentum Holdings (AMTM)
I don't condone the approach you are using. I consider it inefficient to have so many accounts with only a single security in each. So be it. So in the Jacobs account, are there now transactions…1
