Investing (Windows)

Discussion List

• 
  Capital gains report shows incorrect cost and sale amounts. I enter purchase and sales manually.

  Answered u1938 8 views 3 comments 0 points Most recent by Tom Young 7:51AM
• 
  Linking Vanguard Federal Money Account to Cash

  Question Hartmut 5 views 0 comments 0 points Started by Hartmut 7:24AM
• 
  Quicken won't recognize a purchase of Vanguard Wellington

  Answered DaveL 50 views 9 comments 0 points Most recent by ps56k December 5
• 
  How to categorize a stock transfer as a gift?

  Accepted Answer dawebhalle 30 views 2 comments 0 points Most recent by q_lurker December 5
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  Portfolio X-ray won't work

  Ogarafaa 25 views 2 comments 0 points Most recent by UKR December 5
• 
  Employee stock option confused on how to enter

  Accepted Answer Nikster 49 views 6 comments 0 points Most recent by Nikster December 5
• 
  Lots vs Average Cost Basis

  Answered sahurd 21 views 2 comments 0 points Most recent by q_lurker December 5
• 
  Negative Cash Amount in SEP IRA Account

  Accepted Answer Mammondee 33 views 4 comments 0 points Most recent by Mammondee December 4
• 
  Foreign shares price per unit

  Accepted Answer kemetivier 25 views 4 comments 0 points Most recent by Jim_Harman December 4
• 
  Quicken not downloading dividend reinvestments from Fidelity [edited]

  Answered divina12253858 23 views 5 comments 0 points Most recent by NotACPA December 4
• 
  capital gains estimator

  Answered Ringo22 32 views 1 comment 0 points Most recent by jr7107 December 4
• 
  Downloads do not recognize symbol, so reports shares with the same starting letters incorrectly

  Answered dbbrk 32 views 5 comments 0 points Most recent by dbbrk December 4
• 
  How can I bulk change a security's ticker in one of my accounts?

  Answered grosner300 37 views 4 comments 0 points Most recent by q_lurker December 4
• 
  how do i combine two securities into one?

  Answered mlwaranch 48 views 6 comments 0 points Most recent by ps56k December 3
• 
  Formerly sold securities continue appearing in my investment accounts

  Gary 22 views 2 comments 0 points Most recent by Jim_Harman December 3
• 
  where do I add cusip ID for bonds

  Answered duckallen 24 views 5 comments 0 points Most recent by q_lurker December 3
• 
  Switching to Average Cost (Adjusted Cost Base?) - Canada Edition

  Answered mike 31 views 2 comments 0 points Most recent by drcuddy December 2
• 
  Problem opening an "Investing" account

  Answered WayneInMaine 22 views 1 comment 0 points Most recent by WayneInMaine December 2
• 
  How to download SELL lot(s) of Tax Loss Harvesting Transactions managed by Investment Firms

  Answered SeaStar 37 views 4 comments 0 points Most recent by q_lurker December 1
• 
  Clarification about cash accounts in an investment account

  Answered mrmanouche 31 views 2 comments 0 points Most recent by q_lurker November 29
• 
  Bristol Myers Squibb/Celgene acquisition

  Answered J. Roger Moody 658 views 6 comments 0 points Most recent by q_lurker November 28
• 
  How do you record the charity deduction upon the transfer of a stock to your donor advised fund?

  Answered Andrew Levine 26 views 2 comments 0 points Most recent by q_lurker November 28
• 
  Why don't all of my investments show all of their activity

  Answered unclealtkp 79 views 12 comments 0 points Most recent by Sherlock November 28
• 
  Security comparison mismatch window can't be closed

  menehune 15 views 1 comment 0 points Most recent by UKR November 28
• 
  Unable to Resize Register and Downloaded Transactions in Investment Account

  Accepted Answer Gary 46 views 5 comments 0 points Most recent by Tom Young November 26
• 
  Does Deluxe provide link for online stock quote update?

  Accepted Answer Robgarsr 24 views 1 comment 0 points Most recent by Jim_Harman November 26
• 
  Download security price history for Quicken Windows 2007 recently broken by server changes

  Answered john.shriver 42 views 4 comments 0 points Most recent by john.shriver November 26
• 
  Merged: Voya Instutional Plan Services no longer downloads QWin

  Gina Santacroce 14 views 0 comments 0 points Started by Gina Santacroce November 25
• 
  Merged: Does anyone how to record the just completed meger of Celgene into Bristol Meyers-Squibb?

  peteclem 9 views 0 comments 0 points Started by peteclem November 25
• 
  Vanguard Conversion to IRA Brokerage Accts

  Answered denmarfl 70 views 11 comments 0 points Most recent by q_lurker November 25