-
Re: Moving my four Vanguard accounts to Fidelity
So as I understand it: 12/31/24 You had 645 shares in one account (F) @ 27.47 / share for a 17,718 market value You had 774 shares in a second account (V) @ 27.47/share for a 21,262 market value Valu…2 -
Re: Short term basis incorrect on sale
"footed"??? "downloading all of the transactions" — from where? A fresh download from the brokerage, or are you saying an export of the Quicken transactions that you then opened i…1 -
Re: Quicken Classic for Win - OL-295-A Errors at Vanguard
Vanguard downloaded for me this afternoon as well. Still showing as a Direct Connect connection. Newly downloaded transactions (this OSU) matched as necessary with previous manual and QFX imported tr…1 -
Re: How to Stop Security Comparison Mismatch Pop-up?
You still have the ability to use the Reconcile Shares option via the account transaction list options to perform the same check when you choose to. That check will report the same mismatch, but it b…1 -
Re: All transactions overwritten
@rowalker I had that same thing happen to me this weekend. (R61.20) I tried changing to a different register once to no effect. I then closed the program and re-opened. The correct data was still the…2