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Re: When my T-Bills mature they remain in my Holdings
A financial institution sends a transaction with conflicting information - one place they say it is a deposit; another place they say matured. You say you want the program (actually the programmers) …0 -
Re: Merge Investment Accounts
What I would do ... Choose the security in Quicken with the fewest number of transactions. You will change from that one to the other one. Sort the register by Security (click the header) Edit each …5 -
Re: Price paid for a security
Double-click on that transaction. You’ll be able to edit the transaction details. Better: go the that transaction in the applicable account and edit the transaction there. You’ll be able to see the r…-1 -
Re: Trying to add Schwab as a new account as part of the TD Ameritrade acquisition -
@jematlas I suggest you consider the path outlined here. Note in particular, step 4. That direction reuses your existing TDA account as the connection point for the Schwab data.0 -
Re: How to adjust cost basis in Quicken for AT&T & WBD post-spinoff (in detail)?
I answered in that other thread. Generally better to keep discussions on one topic in one place. Reduces redundant question and answers.-1