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Bug - Portfolio view - Cost basis by lot
This is an obscure bug involving acquiring shares (Buy or Add) in one or more transactions, one or more subsequent stock splits, selling shares after the stock split without specifying lots, and late…1 -
Re: Working with the "Maturity Dates for Bonds and CDs" Report
Please take note of my "Idea" for improving the report: https://community.quicken.com/discussion/7673644/bond-maturity-report-needs-improvement-edited1 -
Re: Quicken not matching download transactions for renamed security
I understand that VANG WELLESLEY ADM is your shortened name for the fund. When you edit the details of that fund in Quicken, does it show the VWIAX ticker symbol? If not, add that in. Does it show it…1 -
Re: Is it possible to add a note to a reminder?
Since this seems to be an account-level issue (how to reconcile), I'd be inclined to put the explanation in the Comments section of the Account Details. You could then have a Reminder transactio…6 -
Re: All Vanguard Accts Out of Balance
@q_lurker are your accts mutual fund only accts? I had both account types ( MF and brokerage) until December. At that time I completed the transition process to all Vanguard Brokerage accounts. While…1
