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Re: Mutual Fund Conversion with a commission
So you want Quicken to make this same mistake? The cost basis of all holdings needs to be the total of the cost basis of the individual lots. 100 + 200 + 300 does not equal 620, (so says Captain Obvi…-1 -
Re: How to treat UTX and RTX shares
I've posted my thoughts on this event here: https://community.quicken.com/discussion/7875091/my-approach-to-utx-otis-carr-rtn-rtx/p1?new=1-1 -
Re: How do I manually update my Thrift Savings Plan holdings?
Within Quicken, a Portfolio View (Ctrl-U) will show you various 'views' of your holdings. You can change the 'As of' date for any view. Within any view that shows the Quote/Price …5 -
Re: how to transfer funds from one mutual fund to another w/in one account
No, they do not appear to be. It is likely your brokerage just sent you Removes and Adds, and that the Adds are not adequately filled out. I suggest you: * Back up your current file -- just in case …4 -
Re: Gain/Loss (edited to clarify meaning)
Investing Performance aka Average Annual Return aka Internal Rate of Return is not Gain/Loss. I'll further caution this user and all users to make sure they understand the not-so-obvious aspects…4
