-
Re: Finding underwater lots for tax loss harvesting
https://community.quicken.com/discussion/comment/20379150#Comment_20379150 Sorry for the confusion. If I have two securities with similar total dollar losses, I may not need to or want to harvest bot…1 -
Re: Investment account - Incorrect number of shares in Available to Sell column
There have been times I have seen Quicken get out of position on security sales such that it thinks you have a short position when you don’t. So something like 400 shares total is in Quicken as 600 s…1 -
Re: What is the "best practices" on an ETF merger where everything maintained its original lot detail
When I look at the lot details of SPSM, I see each lot of SLY shares came across with it's original cost basis and acquisition date, just with a new share amount. Where are you seeing that infor…1 -
Re: Quicken changed the setting for Investments - Simple vs Complete (edit)
Edit the account details. Change the setting from Simple to Complete1 -
Re: Transfer Shares & Combine Securities Between Investment Accounts
If account A is to be deleted, I recommend moving the transactions as I suggested earlier. To combine the -A and -B versions into one security, because there are only 5 -A transactions, I recommend e…1
