Investing (Mac)

Discussion List

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  cusip numbers and bond price updates

  Question ed 5 views 0 comments 0 points Started by ed 2:43PM
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  Why does Quicken still double count cash balances?

  Answered chirashi 173 views 21 comments 1 point Most recent by Quicken_Tyka 10:26AM
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  How to record an Roth IRA custodial fee

  Answered jess8887 30 views 4 comments 0 points Most recent by jess8887 January 22
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  Linked Checking Accounts

  AFN 36 views 2 comments 0 points Most recent by AFN January 20
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  Remove cash balance from 401k

  Answered J0Y0US 20 views 1 comment 0 points Most recent by John_M January 20
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  Share balance doesn't match between

  Answered jkarnold 15 views 0 comments 0 points Started by jkarnold January 20
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  % of account/holdings?

  Answered szzz 16 views 11 comments 0 points Most recent by smayer97 January 17
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  Share transfer between account

  Accepted Answer IT 50 views 4 comments 0 points Most recent by IT January 17
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  Move transactiosn between investment accounts on Quicken for Mac 2020

  Answered hkvh 23 views 1 comment 0 points Most recent by smayer97 January 13
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  Why does the stock portfolio not update with additional shares when I enter a stock dividend?

  Answered [email protected] 45 views 3 comments 0 points Most recent by Quicken_Tyka January 9
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  How do I move an Account from Brokerage to Retirement?

  Accepted Answer roy meadows 28 views 2 comments 0 points Most recent by roy meadows January 8
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  3 investment accounts at same broker added successfully but 4th not adding.

  Answered bradybunchni 18 views 2 comments 0 points Most recent by bradybunchni January 8
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  Merged: Quicken is double counting cash for Merrill Lynch accounts AGAIN

  gonzojohnson 15 views 0 comments 0 points Started by gonzojohnson January 8
• 
  How do I see a total of Interest Income in a Brokerage Account?

  Answered Steve29 59 views 10 comments 0 points Most recent by Steve29 January 8
• 
  Stock price updating problem

  Answered Robocheme 41 views 1 comment 0 points Most recent by Quicken_Natalie January 8
• 
  Issue with downloading transactions from Vantage Credit Union (VCU)

  Accepted Answer Ken159 24 views 2 comments 0 points Most recent by Ken159 January 8
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  Merged: Cash Sweeps in Merrill Lynch Account

  Richard Patterson 17 views 0 comments 0 points Started by Richard Patterson January 7
• 
  I have had an error in my portfolio value In Quicken and Actual investment.

  Answered ceichorn 25 views 1 comment 0 points Most recent by Quicken_Natalie January 7
• 
  Short-Term Capital Gains Distributions Classified as Dividends in Quicken Mac

  Answered Austin13 39 views 5 comments 0 points Most recent by Austin13 January 6
• 
  "Corrections" made by E*Trade

  Answered Perry Smith 37 views 7 comments 0 points Most recent by UKR January 5
• 
  How can I hide unused securities in my Quicken for Mac Premier 2020?

  Accepted Answer bensmith22 26 views 3 comments 0 points Most recent by smayer97 January 4
• 
  Can't seem to generate a report that shows me the total gain or loss for an investment...

  Answered shredmund 34 views 2 comments 0 points Most recent by UKR January 4
• 
  Adjusting Cost Basis

  Accepted Answer BikerBear 38 views 5 comments 0 points Most recent by John_in_NC January 4
• 
  How to fix lot specifications for stock sales?

  Answered ericberdahl 44 views 2 comments 0 points Most recent by ericberdahl January 3
• 
  How do I update cash portion in stock account

  Answered josmichalek 27 views 2 comments 0 points Most recent by John_in_NC January 2
• 
  How to create a security watch list in Quicken for Mac 2020

  Accepted Answer jeffreyhall82 27 views 3 comments 0 points Most recent by smayer97 January 1
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  Why are there not Taxable & Non-Taxable Categories for Investments?

  William Day 26 views 6 comments 0 points Most recent by J_Mike December 2019
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  how to transfer equities between accounts

  schenebeck 27 views 2 comments 0 points Most recent by ps56k December 2019
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  Tax Categories

  lou_garfinkle 57 views 5 comments 0 points Most recent by J_Mike December 2019
• 
  Log in to Fidelity

  Closed reedf3 30 views 3 comments 0 points Most recent by reedf3 December 2019