Re your first question, in which the amount invested (and hence ROI) is incorrect, I can't reproduce your problem. I did the following: - I made a new account, called "Investments", deposited some imaginary cash, and then, on 8/15/2006, bought 100 shares of XYZ at $10/share. - I then made a second account, called "DRIP", and transferred all 100 shares of XYZ to that account on 9/15/2006.All details in the portfolio view are correct. For dates prior to 9/15/2006, it shows 100 shares of XYZ in the "Investments" account. The amount invested (and basis) are both $1000, as they should be. On 9/15/2006 (and on subsequent dates) the 100 shares of XYZ are gone from "Investments" and show up in "DRIP". The numbers are still correct - basis and amount invested are still both $1000. What's more, the detailed lot information correctly shows the purchase date as 8/15/2006; Quicken did not reset the date to the transfer date.In other words, all is correct. And if I have XYZ pay a dividend, or change its price per share, ROI is done correctly as well. (For what it's worth, I'm using Quicken 2006 DeLuxe.)Lorenzo
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