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I have been sitting on this since 2019 because every time i try to enter the transaction i get faulty results @shelquis wanted to update as i just finished talking with schwab corporate actions dept re gev I get 1 share of wabtec for every 186 shares of ge stock.
Go to apexclearing.com, the clearing provider for webull create an account as a client, using your account number displayed in webull activate the account so you can see your data in apex go into quicken, add an account search for apex clearing (there is an integration) login with your details from apex Security name enter the name of the security as it is currently identified in your quicken transaction list. Lam research corporation had a stock split a couple of weeks ago
As part of the split the security name changed (lam research corporation com new) apparently but the stock symbol stayed the same
How can i resolve this Would prefer not having to restore one of my back up files from a couple of weeks ago I am a long time quicken user, and as treasurer i have been using it for three years to track our finances I use categories and tags to keep it current with our budget
The time has come to pass this work on to another user, so we are going to buy a subscription for our club Is there any way once the new treasurer installs the software for me to transfer to that version all the categories. Quicken isn't really designed for corporation reporting Its business feature is really aimed at schedule c or schedule e filers
Quicken does not provide a platform.
I have quicken home & business to manage my 1099 income but have recently upgraded this to an s corp where i am an employee of that corp. How to record the veralto corp spinoff from danaher corporation golferchuck quicken windows subscription windows beta beta october 2023 edited december 2023 in investing (windows) Click a link below for more information
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