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I have two securities that have 2 different names but the same ticker symbol. Both are the same securities. How do I merge them togethe...
How do I fix this? Bad Calculation
I recently upgraded from Quicken H&B 2016 to 2019. Most things converted properly, except the below. Take a look at the cost basis colu...
Fraudulent/Scam Quicken Support
I can see from earlier posts that I am not the first to experience this situation: A community user posts a problem on this site, then re...
Moving securities / data set up as single Individual accounts in etrade to one single consolidated single account with Sweep in fidelity
I have changed brokerage accounts from Etrade to Fidelity. I have used quicken for years but have set up all my securities as individual ...
My Iomega outboad HD crashed and all my date seems lost. How can I see if any data is stored in quicken?
Recover data
Formerly sold securities keep appearing in my investment accounts.
I don't know when exactly this started happening but it's a rampant problem in most, if not all, of my investment accounts that have mult...
Merger of Cigna and Express Scripts
What is the proper way to record the Merger of Cigna (CI) and Express Scripts (ESRX). The merger
consideration consisted of $48.75 ...
Downloading all holdings in eTrade
I did an direct connection to eTrade and it creates the account and downloads the amount of "cash" I have left in the account. But no wh...
Accrual Style Tax Tracking vs Traditional Cash Style Tax Tracking
Q2019 R17.6 Build 27.1.17.6 Windows.Hi. Long time Quicken user who recently upgrade from Q15. Having done so, and looking for reports for...
Mutual fund conversion from Class B to Class A. Quicken 2014
My mutual fund has converted some of my Class B shares to Class A shares. How do I enter this in Quicken without losing the cost basis i...
Inaccurate and Variable YTD ROI
I've noticed the same problem with YTD ROI % & Returns in "portfolio view" as originally posed by "fp". I'm using latest ver Q 2019 Delux...
is there a way to merge 2 mutual funds with the same symbol into one
I have a mutual fund that displays twice (separately) in my investment transaxtions. The symbol is the same for each. Can they be combine...
Asset allocation and mid-cap stocks
Quicken downloads the asset allocation for each of my mutual funds. I would like to know what the market capitalization cutoff is that Qu...
How to make proper reporting for a traveling ?
I travel regularly to different places. I would like to see a report per each place (Florida_NOV18/NY_Dec18/etx (including categories (t...
dow dupont merger.
I owned DOW prior to merger and correctly entered the merger transaction. Now I found some missing reinvdiv transactions I need to add b...
How do I correc an error of a stock symbol?
When I initially purchased a stock, I entered the wrong symbol. I just noticed the error. (The symbol and name were virtually identical.)...
What report do I use to answer the question "Where do I spend most of my money?"
What report do I use to answer the question "Where do I spend most of my money?" I was expecting to find a report of expenses that I cou...
Security not listed in Matching Security dialog
when downloading transactions from my broker, the Matching Security dialog pops up and it places the name of the security in the "No, add...
The price download for Scana is incorrect. You have it closing at 31.04 when it actually colsed at 71.99 according to my broker.
The price download for Scana is incorrect. You have it closing at 31.04 when it actually colsed at 71.99 according to my broker.
Inconsistent IRR calculations in Quicken
I am using Quicken Premier for Windows 2019 R16.14 (using Windows 10). I am having problems with the IRR calculations in Quicken Reports...







