I am trying to set cost bases in Quicken 2017 for Mac, for understanding tax scenarios.Compare MoneyThumb converters for Quicken. 30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less. Quicken for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity.Let's take one as an example.Then I read your Quicken vs. When online services do get terminated, youll still be able to use your Quicken Mac 2017 in a manual entry mode.I own several options at my brokerage and I don't understand how Quicken is dealing with them. You have plenty of time to decide. Your Quicken Mac 2017 will terminate online services April 30, 2020. Discussion in Quicken started by Mr.Jan, Oct 17, 2010. Use with Quicken for Mac: 2015-2017.Converting from a Quicken for MAC to Windows.I went to the transaction for the sale, and it looks like this:I don't know if this is correct. Nor do I understand what that would be. But in what world am I losing $461.75?I am completely unable to add a cost basis for this option. Yay!Here is how it is shown in the Portfolios tab Quicken:Huh? OK, I understand that it thinks the PUT is worth 0.92, which is what it traded at when trading stopped on Friday.The current value in the portfolio view seems OK.When you close the transaction, again, you can make the register reflect correct changes in cash in your account and net zero contracts. ) The gain/loss in the portfolio view is really screwed up. You can make your register reflect the correct changes in cash in your account (though if you examine the transactions, things look strange due to quicken showing the number of shares rather than the number of contracts. Quicken for Mac has problems with factors of 100 for options. It looks to me like it's dividing by 100 instead of multiplying somewhere.So I try to "fix it." I go back to the Transaction and edit it:Huh? $22,282.20 per share? Where did that come from? Again, It looks to me like it's dividing by 100 instead of multiplying somewhere.I haven't done any Option trades but is it possible that "TD Ameritrade" is listed as a Bond? It seems that I recall Bonds and/or Savings Bonds divide or multiply holdings by 100.There was a lot of discussion of this in the thread Add capability to enter stock options and restricted stock units grants in Quicken for Mac about a month ago.Quick summary: Yes, it is broken. However, the "Add Basis" dialog of Quicken says this:Why does the dialog say I have 0.05 shares, but the Portfolios tab says I own 500 shares?BUG IN SOFTWARE BUG IN SOFTWARE.
How Does Quicken 2017 Compare To Money Full Refund OfQ does not track Option prices or symbols. The Option name and symbol are derived by the broker. When you download from broker the portfolio is filled with the new option holding. They are working on it.Here is what is happening. I have been discussing issue with Marcus at Q to help identify the problem. What a bummer.Ron and Rich, the problem is with QM. ![]() Download data from broker and portfolio matches.I tried entering the security before my first download after the trade. Now enter trade manually using shares quantity vs contracts. (You will get warning that Q can't find it. Add option in Security window. Delete the security (to clear any data/format issues in database) Sometimes the security from other brokers can't be deleted. Mac os x avast free antivirus for macI haven't tested that enough to know if it does that each time.Before I just left placeholders and missing transactions alone till the position closed or expired. When I downloaded from TDA the quantity was in contracts on the portfolio view. I entered security and the transaction.
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