Investing (Mac)

Discussion List

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  Close Investment Account and Past Transactions Disappear from Reports (Q Mac)

  Answered hosta72 65 views 7 comments 0 points Most recent by RIck August 1
• 
  Transactions not subtracting from cash balance 401k

  Answered CRS4814 27 views 3 comments 0 points Most recent by Frankx July 30
• 
  Convert Single Mutual Fund Account Imported into a Quicken for Mac File

  Accepted Answer jess8887 52 views 3 comments 0 points Most recent by jess8887 July 27
• 
  when I sell shares can Q(Mac) transfer cash received to a Q(Mac) cash account?

  Answered Peter Niner 19 views 1 comment 0 points Most recent by RickO July 27
• 
  Just added TIAA account and prior balances are understated -- fix?

  Accepted Answer DAMcL 29 views 2 comments 0 points Most recent by DAMcL July 24
• 
  Merrill Lynch reinvestment transactions not downloading

  Closed Lori 69 views 3 comments 0 points Most recent by ronholl1 July 20
• 
  Mutual Fund Pricing prior to split

  Answered Joe W. Brown, CPA 55 views 5 comments 0 points Most recent by amaneta July 16
• 
  What is the default category for commissions when buying securities?

  Answered cfang 28 views 2 comments 0 points Most recent by jacobs July 15
• 
  I had a one time rate change from 4.0% to 3.8% on a 403b, how to handle?

  Accepted Answer Tom 27 views 2 comments 0 points Most recent by Tom July 14
• 
  Why are some Prev Close prices missing?

  Accepted Answer Bosco 55 views 4 comments 0 points Most recent by Bosco July 13
• 
  Vanguard 401k Fee Transactions Not Downloading Followup

  Answered jsurpless 42 views 9 comments 0 points Most recent by Quicken Anja July 11
• 
  Watch List?

  Accepted Answer cassady 17 views 2 comments 0 points Most recent by cassady July 8
• 
  Connection to Fidelity

  Answered Closed Perry Smith 25 views 1 comment 0 points Most recent by NotACPA July 7
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  Recovering a deleted account (Q Mac)

  Answered Closed James Young 35 views 2 comments 0 points Most recent by James Young July 7
• 
  Download problems from Vanguard

  Accepted Answer Closed jackbrownson 31 views 1 comment 0 points Most recent by Quicken_Natalie July 7
• 
  How do I close an investment account ( I have the most recent version for quicken Mac)

  Accepted Answer Closed James Young 43 views 6 comments 0 points Most recent by James Young July 6
• 
  Combining Mutual Funds After a Change

  Answered Closed R Strax 38 views 5 comments 0 points Most recent by R Strax July 5
• 
  Errors in Portfolio - Number of Shares

  Answered JayDC 40 views 7 comments 0 points Most recent by JayDC July 5
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  Adding an investment company to the supported options.

  Accepted Answer Closed IAHawk 25 views 3 comments 0 points Most recent by IAHawk July 3
• 
  MTCH "reorg"

  Answered Closed Perry Smith 29 views 1 comment 0 points Most recent by Perry Smith July 2
• 
  Stock transfer from IRA to meet the RMD

  Closed 4est 35 views 4 comments 0 points Most recent by Rocket J Squirrel July 1
• 
  Why doesn't "Market Value" equal "Balance" value after reconciling my Vanguard brokerage account?

  Accepted Answer Closed Garth Brown 29 views 3 comments 0 points Most recent by q_lurker June 30
• 
  Are daily Australian Security prices downloaded.

  Accepted Answer Fletcher0097 17 views 1 comment 0 points Most recent by Chris_QPW June 26
• 
  Displaying "Date Acquisiton" date in transaction ledger -- preferrably exportable

  DI.Vanilla 22 views 4 comments 0 points Most recent by DI.Vanilla June 24
• 
  Securities Currently Held Listing

  Accepted Answer Closed dldortenzio50 37 views 1 comment 0 points Most recent by RickO June 23
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  Managing foreign currency stocks in an Brokerage Account

  Accepted Answer Closed m.syndikus 37 views 2 comments 0 points Most recent by mark303 June 20
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  Phantom Shares

  Accepted Answer Closed Michael B 29 views 2 comments 0 points Most recent by John_in_NC June 18
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  Why is are the dividends from a TIAA IRA a Buy type instead of dividend reinvest? (Q Mac)

  Accepted Answer Closed Bosco 73 views 11 comments 0 points Most recent by Bosco June 18
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  Vanguard 401k Fee Transactions Not Downloading

  Answered Closed jsurpless 72 views 6 comments 0 points Most recent by jsurpless June 14
• 
  Setting up a money market account in an IRA

  Accepted Answer Closed njcarson8 32 views 4 comments 0 points Most recent by njcarson8 June 11