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Re: Where are reinvested capital gains distributions recorded in Quicken?
The associated actions for those distributions will use the related categories automatically. From the Enter Transactions button, the Income selection will get you there.1 -
Re: Move Stocks to new Account
If you have all the lot detail in a Quicken account, I would encourage you to keep that detail available by using the Shares Transferred function. Not sure what the status might be with respect to st…1 -
Re: Why don't reference numbers and notes show the same way on both sides of a transfer?
You ask "Why … " Beyond my snippy answer "Because they didn't program it that way", we the community of users can rarely answer such why questions. The programming staff does…1 -
Re: Net Worth Calcs off (Historical views, not current)
I have a similar spreadsheet of net worth report data from an older version, but I can't say what Quicken version the prior data came from or when I initially or most recently produced it. In co…2 -
Re: Security reconciliation error between Ameriprise online data and what Quicken downloads
Those are both US Treasury Bond ETFs for different sets of US treasuries. Do you currently own both ETFs? Rather than Ameriprise reporting them incorrectly, I suspect they are mis-matched within Quic…2
