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Re: How to record partial Bond Call?
I can't really explain it either, but I'll offer some comments. You said "I bought 10000 for $10,000.00". It would be more likely you bought 10 $1,000 bonds for $10,000. But then …1 -
Re: Where can I find the Last Reconciliation Date? (Windows R64.25)
One aproach that might help: If you click the Clr Status column in the register, it will sort the register as R, c, blank. The last 'R' transaction in the listing then shows (generally spea…1 -
Re: Question About Asset Allocation and Expected Return Regarding Bonds
Why? Quicken is getting that info from third party data supplier. That supplier may have SPAXX (and the others) as holding Domestic Bonds, or they might be showing the MM holding a different class th…1 -
Re: Fidelity 401(k) securities going to new name
I’ll assume you edited the three recent transactions changing the security name to exclude the “(TFUP)” appendage and match the prior commonly used security name. If so, you should be able to delete …2 -
Re: Fidelity 401(k) securities going to new name
First, are they really the same securities? Same number of shares before and after? Same pricing? In the security list (ctrl-y) what does it show for Symbol and CUSIP for the two similarly named secu…1
