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Re: Why don't the drop-down transaction types match?
The Enter Transactions button provides access to features (wizards as they are sometimes called) which generate multiple transactions from a single set of data. These would be cases like Shares Trans…1 -
Re: Stock Split results in too many shares of stock (2019 closed discussion)
Or delete the 2 Schwab downloads, keep the 2:1 split, and sell the 0.47 shares for the cash-in-lieu. Same transactions are applicable inside and outside of a retirement account. If you are satisfied …2 -
Re: Stock Split results in too many shares of stock (2019 closed discussion)
Q needs to fix their software. I respectfully disagree. Per State Street, this is a straightforward 2-for-1 split. That is the way Quicken's third party data supplier showed and sent it to Quick…1 -
Re: Idea: Add a Total Return Report (Treat Dividends and Cap Gains as Growth, Not Cost Basis)
Perhaps a couple of clarifications are in order. Most presentations of index performances do not include dividends reinvested and many do not include dividends paid. So one needs to be very clear in …2 -
Re: How to catch up investment accounts, approximate values, periodically
You should be able to use the XIn and XOut transactions with the source being this same account. If there are any securities in the account, I’d be inclined to sell them making this a cash only accou…1
