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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 -
Re: How should I edit categories in investment accounts?
The _RlzdGain category sum being reported is meangingless because at least some of the "Buy" transactions that are in my register do not have this category assigned to them by Quicken, leav…1 -
Re: Cash balances in investments
Also, sometimes people make it sound like you can switch back and forth between these modes with no problem at all. Well, my take on that is "if you are lucky". I have been one of 'tho…1 -
Re: Mutual Fund Converted to ETF
I recommend taking manual action in your Quicken file before accepting downloaded transactions from your financial institution. The download is likely to omit cost basis and per lot information. I ha…1
