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Re: Pre-Tax versus After-Tax Moneys
In my world, Roth IRA account balances are the only after-tax money. It is possible that your IRA have a basis value from you having made taxable contributions to them. That portion of the account wo…1 -
Re: How to compare an account from 2 backup?
My thought would be to print out (paper or pdf) an account balance report by month for your active file as far back as you might choose. Then restore the backup as Tom suggested and compare monthly b…1 -
Re: Backups on Flashdrive
I agree - personal choice. I make a backup almost every time I close Quicken. Some keep backups within the last month, month end and year end backups. Find a strategy that works for you.1 -
Re: How to record partial Bond Call?
No, Quicken did not update the price to $1. Your brokerage (1 of the 2) reported that $1 price to Quicken with your download from the brokerage. Quicken has no way to independently access bond prices…1 -
Re: How to record partial Bond Call?
Re: the investment performance report — As @NotACPA pointed out, your ending value of $10k is wrong. Likely you have a bad price entry for 9/22/25. Bad as in 99.something rather than 37.something. Fu…1
