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Re: Quicken mis-interpreting Broker Shares in One Step Update
@bw2 This certainly sounds like a problem where the broker's IBM reported security (CUSIP = 459200101) is incorrectly matched to a Quicken security. I suggest you look at the Security List in Qu…1 -
Re: Investment Income Report --mis-reports dividend income
The 'point' of having an account designated as "tax deferred" (not tax exempt) is so that tax related reports can properly by default exclude those accounts, transfers in and out …1 -
Re: Switching from Online reconciling back to Paper reconciling
I’m confused. You had been reconciling to online balances for years, yet either the accounts weren’t balanced or they only balanced through the addition of multiple balance adjustment transactions. I…1 -
Re: Investment Income Report --mis-reports dividend income
What you describe is proper behavior. The dividend received in either account is properly _DivInc. Now when you ask Quicken for taxable information (such as various Tax Reports = Tax Schedules, Tax S…2 -
Re: Fidelity Investments - Dividend transactions for Foreign Stocks are not being automatically recorded
Could this be tied into the fact that foreign stock dividends typically also carry in either a dividend charge or a foreign tax withholding amount (or both)? Are those expense transactions showing up…1
