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Re: Idea: Add a Total Return Report (Treat Dividends and Cap Gains as Growth, Not Cost Basis)
Perhaps a couple of clarifications are in order. Most presentations of index performances do not include dividends reinvested and many do not include dividends paid. So one needs to be very clear in …2 -
Re: How to catch up investment accounts, approximate values, periodically
You should be able to use the XIn and XOut transactions with the source being this same account. If there are any securities in the account, I’d be inclined to sell them making this a cash only accou…1 -
Re: Hiding Accounts Doesn't Work On Home Page Classic View
Actually, you do not need to rename the accounts. I see the “All accounts” block on a home page list the accounts in the same order as the Accounts List (Ctrl-a). That listing can be individually ord…1 -
Re: Adding CUSIP for bonds
Edit the security details Change the Security Type from Bond to most anything else (Stock for example) Enter the desired ticker (CUSIP is fine) Change the Type back to Bond Click the OK button2 -
Re: Downloads from Vanguard Brokerage -- unidentified security
The CUSIP only gets filled in when the brokerage-reported security gets matched to a security in your Quicken file. I presume you are connecting to Vanguard via direct connect. What should be happeni…1
