Investing (Windows)

Discussion List

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  Investing--Portfolio--Year to Date Returns a Joke!!!!!!!!!!!!!!!!!

  Gary R 43 views 13 comments 0 points Most recent by q_lurker 6:41PM
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  Dropdown in Security Detail View not functioning after update

  Answered NordinKa 162 views 24 comments 1 point Most recent by Yosemite Sam 5:53PM
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  Unable to properly record a stock sale

  Answered Hilltop83 39 views 12 comments 0 points Most recent by Rocket J Squirrel 11:38AM
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  Lost cost basis after Apple split

  Answered ejrosenzweig 25 views 4 comments 0 points Most recent by q_lurker 7:48AM
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  How to enter transactions showing 0 shares and new share price

  Answered jarhtmd 34 views 4 comments 0 points Most recent by Jim_Harman September 20
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  Why does "Return % 5 Year" has values only for Mutual Funds and not stocks in Portfolio view

  Answered vitreous 42 views 5 comments 0 points Most recent by Jim_Harman September 20
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  ACB changed when transferring securities

  Accepted Answer jmcgmckinnon 42 views 18 comments 0 points Most recent by jmcgmckinnon September 19
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  Is there a way to correct the tax treament of the _DivInc Category

  Answered raa0428 139 views 27 comments 0 points Most recent by q_lurker September 19
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  how to eliminate from the investing list those secuities no longer held

  Answered shally 25 views 2 comments 0 points Most recent by markus1957 September 19
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  I have Quicken Deluxe, where do I show the Dow, NASDAQ, and my Portfolio on the same line graph?

  Answered kiki1 80 views 12 comments 0 points Most recent by kiki1 September 18
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  What's the best method for recording a muni bond exchange split into smaller bonds?

  Answered jrm 18 views 3 comments 0 points Most recent by q_lurker September 18
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  How can I correct the cost basis of an investment into a mutual fund?

  Accepted Answer dahspur 35 views 7 comments 0 points Most recent by NotACPA September 17
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  Can you put a US stock in with a Canadian stock account or do you need a separate account for US

  Accepted Answer Claybird73 13 views 2 comments 0 points Most recent by NotACPA September 17
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  Can I have two investment porfolios for me and then my wife

  Accepted Answer Claybird73 41 views 10 comments 0 points Most recent by Claybird73 September 17
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  Downloaded transactions does not show dividend

  Accepted Answer quick123 52 views 11 comments 0 points Most recent by quick123 September 17
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  QWin R27.24 Investing Dashboard shows a positive balance in a long-empty Employee Stock Option acct.

  Answered Jim_Harman 95 views 8 comments 0 points Most recent by Jim_Harman September 15
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  How should I record a distribution from an IRA account into a checking account?

  Answered SteveR 56 views 6 comments 0 points Most recent by Rocket J Squirrel September 14
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  Delays on Mutual Fund Quote Updates

  Answered Crossle86 87 views 15 comments 0 points Most recent by Crossle86 September 14
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  How to correct errors in Wells Fargo Advisors transactions involving UITs

  Accepted Answer jasonkanter 101 views 34 comments 0 points Most recent by jasonkanter September 14
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  How Do I Best Account For "Cash Source" With 401k Stock Contributions?

  Accepted Answer crispybishop 41 views 8 comments 0 points Most recent by Jim_Harman September 14
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  Portfolio View Values

  vitreous 25 views 1 comment 0 points Most recent by Jim_Harman September 13
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  In Investing Tab, what is formula for Gain/Loss figure in Portfolio?

  Accepted Answer vitreous 43 views 8 comments 0 points Most recent by vitreous September 13
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  For one of my securities, the "Cost Basis" for the security does not match the lot basis.

  Answered PRamstad 26 views 8 comments 0 points Most recent by q_lurker September 13
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  T Rowe Price---Portfolio Plus

  Answered Gary R 30 views 3 comments 0 points Most recent by Gary R September 13
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  Exercised Stock Options

  Answered [email protected] 15 views 3 comments 0 points Most recent by Sherlock September 12
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  Merged: Cash Dividends and Reinvested Dividends in Quicken Gain and Return Figures

  vitreous 8 views 0 comments 0 points Started by vitreous September 12
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  Quotes downloading but reporting doesn't show day change in value

  Answered Peacefield 22 views 2 comments 0 points Most recent by Peacefield September 12
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  How to handle Stock Splits and Bond Maturities?

  Answered Charlie Brown 14 views 1 comment 0 points Most recent by Tom Young September 12
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  Portfolio Update Delays

  Answered Timothy 18 views 1 comment 0 points Most recent by Boatnmaniac September 12
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  Portfolio Tab--------Name

  Answered Gary R 41 views 6 comments 0 points Most recent by Gary R September 10