Investing (Mac)

Discussion List

• 
  Fix share transfer between brokerage accounts to include history?

  Answered lsfinn 30 views 2 comments 0 points Most recent by lsfinn 2:25PM
• 
  Balance on side bar not the same as balance in the account.

  grandma 103 views 10 comments 0 points Most recent by jacobs July 23
• 
  Undo Account Group

  Answered sawdustmaker 79 views 3 comments 0 points Most recent by Quicken Anja July 22
• 
  Do previously specified lot assignments survive the Windows→Mac conversion?

  QFan8471 84 views 1 comment 0 points Most recent by Quicken Kristina July 21
• 
  Trying to set-up lottery accounting method showing purchase before outcome is known.

  Answered CBLProd 83 views 3 comments 0 points Most recent by Quicken Anja July 21
• 
  Reinvestment of Interest

  Answered msgchef 97 views 5 comments 0 points Most recent by Quicken Alyssa July 20
• 
  XOM corporate reorganization downloaded as Payment/Deposit transactions—correct handling in Qui

  Answered NewtonDoug 40 views 1 comment 0 points Most recent by NotACPA July 20
• 
  Questions on Mac Quicken 9.1.1

  Answered Bob. 172 views 12 comments 0 points Most recent by Bob. July 18
• 
  Quicken Classic MAC Financials Investment Quicken BOGUS "MARKET VALUE" Views

  TMBX 69 views 5 comments 0 points Most recent by jacobs July 15
• 
  Now I have duplicated holdings in several investment accounts

  snsokstan 53 views 2 comments 0 points Most recent by Quicken Kristina July 14
• 
  After update from 8.x to 9.0.3 for Mac, Schwab S&P 500 Index fundPortfolio history graph is wrong

  Closed karch15 100 views 6 comments 0 points Most recent by Quicken Carlos July 13
• 
  Commodity Tracking

  Answered ✓ Gman34798 220 views 9 comments 0 points Most recent by Quicken Laura July 13
• 
  Bitcoin Added Quicken Classic for MAC

  Answered shawn murphy 88 views 4 comments 0 points Most recent by Quicken Kristina July 12
• 
  Same investment in more than one account (Q Mac)

  Answered Leslie Jones 120 views 6 comments 0 points Most recent by Leslie Jones July 8
• 
  Looking for how others are handling Honeywell Spin off/Reverse Split/Share Name change

  Lane1983 394 views 8 comments 0 points Most recent by Lane1983 July 7
• 
  Fidelity 401k account balance not updating

  Answered DaveA1918 94 views 3 comments 0 points Most recent by Quicken Carlos July 4
• 
  Custom Asset Class

  Answered ScottL 22 views 1 comment 0 points Most recent by jacobs July 3
• 
  Problems with setting up a manual investment account

  Answered ErnieMuse 74 views 2 comments 0 points Most recent by ErnieMuse July 2
• 
  Mac version pretty but dumb compared to Windows version

  Answered Len 86 views 4 comments 0 points Most recent by Chris_QPW June 30
• 
  How to enter stock merger transaction

  Answered Closed rickkent 96 views 4 comments 0 points Most recent by Quicken Kristina June 27
• 
  Add Father's Stock But Keep Separate from Net Worth...

  Answered Closed Bryan Schmiedeler 70 views 6 comments 0 points Most recent by Quicken Laura June 25
• 
  ETFs

  Closed Leslie Jones 134 views 10 comments 1 point Most recent by jacobs June 23
• 
  Selling Mutual Funds - how do I xfer that sell to a bank account?

  Closed davidtkhayes 79 views 4 comments 0 points Most recent by davidtkhayes June 21
• 
  Why does the Auto-Reconcile get out of whack after several months with the Schwab Investments?

  Answered Closed SteveF9608 89 views 4 comments 0 points Most recent by UKR June 15
• 
  Security Price History won't update when I buy or sell shares of that security

  Answered Closed CBLProd 59 views 3 comments 0 points Most recent by CBLProd June 13
• 
  Added shares don't provide their value in Cost Basis

  Answered ✓ Closed CBLProd 112 views 5 comments 0 points Most recent by CBLProd June 13
• 
  How do you enter a stock name and symbol change in Quicken for mac

  Closed Stephen Fisher 156 views 7 comments 0 points Most recent by Quicken Laura June 11
• 
  Quicken doesn't reflect transactions in Portfolio view

  Answered Closed verso21 67 views 4 comments 0 points Most recent by Quicken Anja June 10
• 
  Schwab SWVXX downloaded as security but included in Online Cash Balance (Quicken Mac)

  Closed D Swen 56 views 0 comments 0 points Started by D Swen June 8
• 
  Vanguard Cash Plus account shows a $0 balance (zero)

  Closed tvhtml 207 views 5 comments 0 points Most recent by Quicken Laura June 3