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Strategies & Market Trends : Quicken - Problems and Answers.... -- Ignore unavailable to you. Want to Upgrade?

To: Patricia Meaney who wrote (1193)12/27/2007 10:37:15 AM
From: Dale Baker  Read Replies (1) | Respond to of 1539
 
The easiest way is to enter a dummy EFT payment on 12/31 to lower the balances to zero. Just make up a payee like YEAR-END CLOSEOUT. With electronic transfers (as opposed to account transfers) Quicken doesn't know where the money really went and won't care.

Of course those cash balances won't match your actual brokerage statements, if that is important to you. And your account balances will drop by the same amount so they may not be accurate either.



To: Patricia Meaney who wrote (1193)12/27/2007 11:44:27 AM
From: Sultan  Read Replies (1) | Respond to of 1539
 
Not sure I understand this.. Don't you use the Reports to produce your capital gains report or trading summary or what have you where you can customize your report date any way you chose to ?


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