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Re: How to Handle Renamed Security that Keeps the Same Ticker Symbol
So you now have two securities in Quicken - Small Cap Fund Retail and Small Cap Retail. I would: Edit any transaction that use the Small Cap Retail name and change it to Small Cap Fund Retail.. In th…6 -
Re: SoldX from IRA not showing as 1099-R taxable distribution
I am sure the planned idea that @Boatnmaniac cited is exactly where this should be resolved. Mostly I commented here to bring to light the additional ___X transfer possibilities. It should be all or …1 -
Re: SoldX from IRA not showing as 1099-R taxable distribution
In my R61.21 release, I am not able to enter a SoldX transaction in an IRA account - nor a DivX or any other ___X type except the WithdrwX. If there is a recent bug, I suspect it is in allowing those…1 -
Re: Does Quicken Classic Deluxe have a report that shows the share balance of your holdings?
The Reports / Investing / Portfolio Value report includes Share Quantities. Any Portfolio View (Ctrl-u) can be customized to include the share quantities - and grouped and customized a wide variety o…1 -
Re: Changing The Currency Of A Security
So as I understand this, you have had a security that is a USD-traded security with a US based ticker in your Quicken as a CAD based security in a CAD based account. Now you have established a USD ba…1
