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Re: Price paid for a security
Double-click on that transaction. You’ll be able to edit the transaction details. Better: go the that transaction in the applicable account and edit the transaction there. You’ll be able to see the r…-1 -
Re: Trying to add Schwab as a new account as part of the TD Ameritrade acquisition -
@jematlas I suggest you consider the path outlined here. Note in particular, step 4. That direction reuses your existing TDA account as the connection point for the Schwab data.0 -
Re: How to adjust cost basis in Quicken for AT&T & WBD post-spinoff (in detail)?
I answered in that other thread. Generally better to keep discussions on one topic in one place. Reduces redundant question and answers.-1 -
Re: Security Name Omitted from DivX Transaction
Reading between the lines, I suspect you have a brokerage (investment) account with a linked cash account. When you enter the dividend received in the brokerage account with the security name filled…-1 -
Re: I cannot recategorize or retag transactions from report
I cannot tell from the screenshot what type of account these transactions are in. Nor do the existing categories show which makes diagnosis more difficult. Investment accounts have limitations as to …-1