Investing (Mac)

Discussion List

• 
  % of account/holdings?

  Answered szzz 33 views 12 comments 0 points Most recent by szzz December 5
• 
  Bug in Fidelity Cash & Spartan Money Market in Quicken subscription Mac?

  Answered Bernard Jean Louis 43 views 9 comments 0 points Most recent by Bernard Jean Louis December 5
• 
  Reinvest Dividend Does Not Update Share Balance

  Answered jetucker98 82 views 15 comments 0 points Most recent by weuphrat December 5
• 
  I recently took a distribution from my IRA. I have been unable to make an change in my IRA.

  Answered George McCaskey 15 views 3 comments 0 points Most recent by Tom Young December 4
• 
  Weird Quotes for Vanguard Fund

  Answered Barbara O'Keeffe 17 views 1 comment 0 points Most recent by Barbara O'Keeffe December 2
• 
  Merged: How to delete incorrect entries in stock Price History table (first row)

  drcuddy 10 views 0 comments 0 points Started by drcuddy December 2
• 
  removing shares to pay investment fees

  Accepted Answer Amy Sewell 37 views 3 comments 0 points Most recent by Amy Sewell December 1
• 
  How to enter transaction to remove cash from investment account

  Answered Loren 17 views 2 comments 0 points Most recent by Quicken_Tyka December 1
• 
  Need help adding a 529 college account managed by Fidelity to Quicken

  Accepted Answer Will Fiveash 15 views 2 comments 0 points Most recent by Will Fiveash December 1
• 
  HSA Accounts

  Accepted Answer gasherbrum1997 83 views 5 comments 0 points Most recent by NotACPA November 24
• 
  Portfolio Percentages

  sscminc 27 views 1 comment 0 points Most recent by jacobs November 24
• 
  Yet Another Incorrect Market Value thread

  Answered jamlevi66 57 views 4 comments 0 points Most recent by John_in_NC November 20
• 
  Traditional IRA Conversion to Roth IRA > Cost Basis

  Accepted Answer Greg Jones 64 views 4 comments 0 points Most recent by Greg Jones November 19
• 
  Incorrect stock option downloads

  Accepted Answer neodocjdg 36 views 1 comment 0 points Most recent by Quicken_Tyka November 16
• 
  Orphaned shares after transferring to another account using "remove shares"

  System 21 views 1 comment 0 points Most recent by K. November 15
• 
  How do you change the height of the graph in the performance view?

  Accepted Answer Closed barbaraok 23 views 8 comments 0 points Most recent by jacobs November 15
• 
  Is there a way to add a Total Dividend Column to the Portfolio View and include that value with the

  Answered rketchum 33 views 2 comments 0 points Most recent by Rich_M November 14
• 
  I am downloading from Merrill Lynch and the cost basis for several of my bonds does not come in.

  Answered Wflemming 38 views 2 comments 0 points Most recent by rlambert14 November 14
• 
  Ignore - PICNIC Error

  Zoolook 16 views 0 comments 0 points Started by Zoolook November 14
• 
  I have 2 investment accounts with the same name but different stock/fund symbol. How to use??

  Accepted Answer Closed brianjshields 36 views 2 comments 0 points Most recent by brianjshields November 13
• 
  View Unrealized Capital Gains in Mac Report [edited]

  Accepted Answer tucker910 36 views 1 comment 0 points Most recent by J_Mike November 12
• 
  Reports (Q Mac)

  Accepted Answer Closed RPS777 69 views 5 comments 0 points Most recent by smayer97 November 11
• 
  How to get a Total value of both US$ and Can$ in Portfolio view

  Accepted Answer Closed hugh - R 15 views 2 comments 0 points Most recent by smayer97 November 9
• 
  Security prices not updating

  Accepted Answer Closed Leslie Jones 27 views 1 comment 0 points Most recent by Leslie Jones November 9
• 
  Moving transactions between investment accounts

  Accepted Answer Closed jackvinson 30 views 1 comment 0 points Most recent by John_in_NC November 8
• 
  Only stock's name changed, how do I keep original cost basis, etc.?

  Accepted Answer Closed RCinNJ 46 views 5 comments 0 points Most recent by RCinNJ November 7
• 
  I am trying to get into my list of securities so I can add a new one.

  Accepted Answer Closed DSF 13 views 2 comments 0 points Most recent by DSF November 4
• 
  Quicken will not accept or update the number of dividends after migrating from 2007

  System 7 views 2 comments 0 points Most recent by jacobs November 3
• 
  Where are investment performance reports?

  Accepted Answer Closed circustown 50 views 6 comments 0 points Most recent by circustown November 3
• 
  Cannot Link to my BNY - Pershing account

  Accepted Answer Closed rjkbob 22 views 1 comment 0 points Most recent by Quicken_Tyka November 2