Investing (Mac)

Discussion List

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  How do I update the cash amount inside an investment account?

  Answered Closed sscaffe 171 views 4 comments 0 points Most recent by sscaffe October 2023
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  Fidelity bond history show values of 1000 times more than reality?

  Closed DrBobJr2 11 views 0 comments 0 points Most recent by DrBobJr2 October 2023
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  Realized Gain in Roth

  Closed msgchef 141 views 4 comments 0 points Most recent by msgchef September 2023
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  Quicken Mac Schwab Brokerage Account Cash and Cash Investments

  Closed GHS 105 views 1 comment 0 points Most recent by LCRTAXMAN September 2023
• 
  Baird accounts individual holdings limits

  Closed Keith R 31 views 0 comments 0 points Most recent by Keith R September 2023
• 
  All Retirement Accounts Showing Incorrect Balances

  Closed System 254 views 6 comments 0 points Most recent by amybutchersf September 2023
• 
  Setting up a Loan Account Receivable

  Answered Closed mskrueger 350 views 2 comments 0 points Most recent by mskrueger September 2023
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  Merged: How to get built-in tax reports and exported tax report (TXF) to include built-in categorie…

  jtkqboston 31 views 0 comments 0 points Most recent by jtkqboston September 2023
• 
  Custom grouping of accounts throughout quicken

  Closed FrankE 256 views 2 comments 0 points Most recent by jacobs September 2023
• 
  Bonds not showing portfolio view

  Closed AllanLovett 35 views 0 comments 0 points Most recent by AllanLovett September 2023
• 
  Quicken only records partial transaction data from investment

  Closed Ekowalk 41 views 0 comments 0 points Most recent by Ekowalk September 2023
• 
  When will Quicken for Mac include the investment reports and tools that are in the Windows version?

  Answered Closed REL_4807 95 views 1 comment 0 points Most recent by jacobs September 2023
• 
  How does Quicken calculate the cost basis?

  Answered ✓ Closed Ed Vigdor 811 views 11 comments 0 points Most recent by Tom Young September 2023
• 
  "type" in "transactions" for accounts

  Closed tomspott 32 views 1 comment 0 points Most recent by jacobs September 2023
• 
  Continue problems with Investments

  Closed krhelp 21 views 0 comments 0 points Most recent by krhelp September 2023
• 
  How do I make the cash balance in my Quicken investment account be $0.00?

  Answered ✓ Closed David M Deitz 838 views 4 comments 0 points Most recent by David M Deitz September 2023
• 
  Quicken for Mac not tracking cash in Pershing/BNY Mellon accounts

  Closed lauriel 34 views 3 comments 0 points Most recent by lauriel September 2023
• 
  Is downloading detailed transactions from Vanguard available for QMac ?

  Answered ✓ Closed snsokstan 463 views 4 comments 0 points Most recent by snsokstan September 2023
• 
  How to add a PERS retirement pension plan account?

  Closed LH2009 646 views 11 comments 0 points Most recent by retird September 2023
• 
  Quicken support hasn't been helpful -- looking for guidance

  Closed BennyK55 31 views 1 comment 0 points Most recent by Quicken Anja September 2023
• 
  How to classify/input Foreign Security Fee

  Closed BRETTB 42 views 2 comments 0 points Most recent by BRETTB September 2023
• 
  Portfolio in one account shows holdings not present on brokerage web account

  Closed snsokstan 22 views 0 comments 0 points Most recent by snsokstan September 2023
• 
  Investment Accounts Duplicated @ Account Sync

  Closed Gman34798 42 views 2 comments 0 points Most recent by Gman34798 September 2023
• 
  Portfolio view for Retirement Accounts Doesn't Include Closed Accounts

  Closed mike_n 55 views 6 comments 0 points Most recent by jacobs September 2023
• 
  successful stress test with schwab on mac beta, personalized direct index acct

  Closed india just 21 views 0 comments 0 points Most recent by india just September 2023
• 
  I am trying to figure out how to record an exchange of stock in Mac investments. How?

  Closed jackamoe 21 views 0 comments 0 points Most recent by jackamoe August 2023
• 
  Quicken Mac doesn't let me schedule "Dividend Income" or "Reinvest Dividend" transactions

  Closed Gorpus 158 views 2 comments 0 points Most recent by petralyn@ August 2023
• 
  Can a 90 Day Holding Period be assigned?

  Closed Gman34798 33 views 1 comment 0 points Most recent by Quicken Kristina August 2023
• 
  Fidelity Holdings Missing from Quicken

  Closed jjb3phd 73 views 3 comments 0 points Most recent by Quicken Anja August 2023
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  "Transactions" not available

  Answered Closed TinGodMusic 13 views 2 comments 0 points Most recent by TinGodMusic August 2023