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Re: Stuck with a Transferring Shares Between Accounts problem
Let’s start here everything transferred properly but one mutual fund. What went wrong with that one mutual fund transfer? The TSBA function should have generated one Remove Shares in the old account …1 -
Re: Stuck with a Transferring Shares Between Accounts problem
I am not surprised that the placeholder prevented the TSBA function from working for that security. I dislike placeholders so I keep them out of my accounts. My advice would have been to delete the p…1 -
Re: A Corporate Spin-Off Transaction has, I think, corrupted my data file
You seem to have a good understanding of what I was trying to say. I may have mis-stated about the appearance of daily unrealized gains. I seem to only get those if I customize an Investment Income r…1 -
Re: A Corporate Spin-Off Transaction has, I think, corrupted my data file
The canned spin-off transaction for a single lot holding includes a MiscIncX transaction assigned to the _UnrlzdGain category. The magnitude of the transaction (if I recall correctly) is the differen…1 -
Re: Edit/Override security CUSIP ID
@eeciii Working from the end, the ticker symbol field in Quicken is conceptually for stocks and mutual funds. If the Security Type for the security is Bond or CD, the ticker field is greyed out. To c…1
