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Re: Mutual Fund Converted to ETF
I recommend taking manual action in your Quicken file before accepting downloaded transactions from your financial institution. The download is likely to omit cost basis and per lot information. I ha…1 -
Re: How do I set the number of decimal places in the "Return % YTD column"
To my knowledge, Return % YTD is only available as a portfolio view column (Ctrl-U). In Quicken's jargon, that would not be termed a report (reports are generated through the Reports pull-down m…1 -
Re: Stock Split may be missing?
Those notices come from downloading quotes function with data from Quicken's third party data supplier. In this case, I see DSX declared a dividend payable Dec 4 to shareholders of record as of …1 -
Re: Cannot adjust cost basis of a security without changing cash balance?
Given those complications, I take Jim's approach - one Remove Shares, one Add Shares reflecting current shares owned and their basis. If all Average Cost now, multiple lots should not matter it …1 -
Re: How to handle stock merger - VMware & Broadcom (edit)
My brokerage finally posted what I believe to be accurate information. My explanation is: Opted for full stock exchange. Got partial cash, partial cash exchange Specifically, about 48% of the shares …1
