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Re: How to show LOT info of a past investment sale? -- in register or transaction report
@DT1 Thanks for the expansive explanation. The first thing to recognize is that if the user does not specify lot assignments, Quicken defaults to a FIFO selection. But this non-specified FIFO is dyna…1 -
Re: Quicken Reports giving incorrect information for investment that have associated splits
See this discussion. Add additional comments there if applicable. https://community.quicken.com/discussion/7942750/why-is-the-portfolio-value-report-inflating-the-number-of-shares1 -
Re: How do I add a preferred stock like ET/PRD (Schwab), ET/PD (Fidelity), ET-PD (Yahoo)
I’ll assume you have the base ET security already in your file. Change that name to Energy Transher (common) or similar. When you then add ET-D as a new security, it will come in as Energy Transfer, …1 -
Re: How to report proper cost per share after non-taxable spinoff - AT&T spun off WBD on 4/8/22?
What were the companies? How did you apply or get the transactions into Quicken? What transactions are in Quicken for this deal?1 -
Re: How to handle stock merger - VMware & Broadcom (edit)
EDIT 11/29 — Subsequent information appears to make the thoughts presented below incorrect. From the prospectus page 87, Form 8-K filing dated Oct 23, 2023 (emphasis added) Exchange for Broadcom Comm…1
